Fund vocabulary
Share classes, swing pricing, TER, performance fees: the terms and fields a fund professional expects, not a generic summary.
Generalist AI wasn't built for official documents.
A general-purpose model can summarise a prospectus. Fund work needs exact values, consistent formats and a source for every figure.
The gap
What official fund documents require.
Tables across pages
Figures split across pages, columns and footnotes are reconstructed before anything is extracted.
Value-level sources
Every figure links to its page and paragraph, so a reviewer verifies it in seconds.
Consistency
The same field comes out in the same format, for every fund and every period.
Reproducibility
The same document gives the same result, which is what an audit trail requires.
Versions
Changes between the old and the new prospectus are detected, not rediscovered.
Comparison
Generalist LLM or FundLens?
Two tools, two purposes.
| Generalist LLM | FundLens | |
|---|---|---|
| Purpose | Answer any question on any topic | Read, extract and standardise fund documents |
| Vocabulary | General language | Fund-specific data models, securities and real estate |
| Sources | Not always shown, not always reliable | Every value linked to its page and paragraph |
| Output | Free text that varies from one run to the next | Structured data in a consistent format |
| Reuse | Document sent again with every question | Read once, data reused |
| Confidentiality | Depends on the provider and settings | Processed for your use only |
Based on typical use of generalist AI assistants. FundLens capabilities describe the product in development.
Cost
Read once. Reuse forever.
With a generalist LLM, every question sends the document again and every re-read costs again. FundLens processes a document once and keeps the structured result: your cost follows the documents you process, not the questions you ask.
Generalist LLM: grows with every question and re-readFundLens: read once, data reused
Security
Built for the requirements of Swiss institutions.
Fund documents are sensitive. FundLens is designed accordingly, from the first line of code.
For your use only
Your documents are processed to serve you, and for no other purpose.
Bank-friendly by design
Built with the constraints of banks and fund management companies in mind: access control, confidentiality, auditability.
Traceable by default
Every value keeps its source, which gives you a natural audit trail.
People stay in control
FundLens assists your experts. Decisions and sign-off remain yours.
Details of our hosting and processing set-up will be documented for early users.
Ready to stop copying from PDFs?
Tell us about your documents. We will show you what FundLens can do with them.