Financial Data Extraction

Automated private and public
company data extraction

Eliminate manual
processes to optimize
investments

Siepe automates the process of extracting and organizing data from private and public company financial reports, allowing managers to quickly evaluate the health of their borrowers without waiting for analysts to manually spread financials.

COMPREHENSIVE STATEMENT COVERAGE

Gain full transparency into the financial data sets across individual businesses and portfolios, including adjusted EBITDA, capital structure amounts, trends, and outlier detection

CUSTOM FINANCAL PRESENTATIONS

Create custom financial statements specific to individual investment managers by defining their preferred financial calculations (eg. leverage ratios and percentages)

DERIVED PERIODS CREATED WHERE NUMBERS NOT REPORTED

Create Q4, LTM, YTD using advanced algorithms that add/subtract the appropriate periods (eg. Annual audited amount – Q3 YTD = Q4)

Interested in learning more?

Download the product sheet for more information. 

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“We have used multiple vendors in the past but the infrastructure, expertise and knowledge Siepe provides are unmatched. I no longer need people on staff to manage our IT infrastructure – it runs seamlessly 24/7.”

– Scott Coughlin, CTO, Seven Bridges Advisor

“We completely lucked out with Siepe. They have really brilliant people who understand and know this whole setup.”

– Steve K., Head of Operations, Single Family Office ($1.5 billion+ AUM)

“It would be strategic for us to stay with Siepe. They have had an extremely positive impact on our business.”

– Tony Moore, CFO, Anson Funds

“The executives do a great job of visiting clients. You can tell they care and are fully involved.”

– Debby LaMoy, COO, Hayman Capital Management

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– Steve K., Head of Operations, Single Family Office ($1.5 billion+ AUM)

“Siepe has been a key partner for us. I have recommended several firms to use Siepe. I keep in touch with those who are clients now and they’re all satisfied too.”

– Scott Coughlin, CTO, Seven Bridges Advisor

“Our firm signed on with Siepe after thorough due diligence, reference checks and qualifications. We started with a project that was a complex task: automating a process that had failed numerous times in the past. The project was very successful and Siepe is now a part of our daily operations. They are the engine that runs our business.”

– Tony Moore, CFO, Anson Funds

“Firms need to realize that there have been significant technological advances over the years and that there are cost-effective ways of managing IT infrastructure. Not many vendors out there that can do it – and do it right.”

– Steve K., Head of Operations, Single Family Office ($1.5 billion+ AUM)