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One technology for every fund document.

FundLens turns the documents that govern Swiss investment funds into data your team can check, question, compare and integrate.

FundLens is in active development. This page describes the product we are building; features evolve with our early users.

01 · Read

Recognise every document.

FundLens identifies the document type, the fund it belongs to and the reporting period, then maps its structure: sections, tables, footnotes and cross-references.

  • Fund contracts, prospectuses and key information documents
  • Annual reports, valuation reports and property lists
  • Digital and scanned PDFs

fund.read

Fund contract, Fund Aidentified
Prospectus 2025identified
Annual report 2025identified
Key information documentidentified
02 · Extract

Capture the data that matters.

Fund-specific data models define what to look for. Each extracted value carries its page, its paragraph and the surrounding context.

  • Fees, NAV and total expense ratios
  • Investment restrictions and risk limits
  • Portfolio and regulatory disclosures

fund.extract

mgmt_fee0.85% p.a.p.14 §1
nav_unitCHF 124.37p.14 §2
ter1.02%p.14 §3
limit_issuer10%p.14 §4
exit_fee1.00%p.22 §19
03 · Chat

Ask your document.

Question a document in plain language. Answers cite the exact passages they rely on, and FundLens says so when the document does not contain the answer.

  • Answers with source citations
  • Follow-up questions in context
  • A clear “not in the document” instead of a guess

fund.chat

Are there exit fees when units are redeemed?
Yes. A redemption fee of up to 1.00% of the net asset value may be charged in favour of the fund.
Prospectus 2025, p. 22, §19
04 · Standardise

Compare like with like.

Every document is mapped to the same schema, so a field means the same thing across funds, share classes and reporting periods.

  • One schema across funds and periods
  • Changes detected between versions
  • Export to any format, easy integration

fund.standardise

Fundmgmt_feeterΔ 2024
Fund A0.85%1.02%=
Fund B0.70%0.87%=
Fund C0.95%1.15%+0.05
Documents

Every fund document.

Securities funds

  • Fund contracts
  • Prospectuses
  • Key information documents
  • Annual and semi-annual reports
  • Regulatory documents

Real estate funds

  • Fund contracts and prospectuses
  • Annual and semi-annual reports
  • Property lists and rental statements
  • Valuation reports
  • Regulatory documents
Platform

One technology, any format.

Get your data where you need it, and build new workflows on the same core.

XLSX
ExcelReady-to-use spreadsheets
CSV
CSVFor any system or database
JSON
JSONStructured data for developers
API
APIEasy integration into your tools
CHAT
Chat interfaceTalk to your documents
MAP
Your formatMapped to your templates
Adaptable

One core technology. Many products.

FundLens is built as a platform: the same engine that reads and structures fund documents can power new workflows, new document types and new products as your needs evolve.

Ready to stop copying from PDFs?

Tell us about your documents. We will show you what FundLens can do with them.

Get in touch