VENTIQ PDF Intelligence
PDF Dump Sorting Engine
Upload actual PDFs. VENTIQ reads the filename, extracts internal PDF text, detects document type, matches investors, detects period and assigns confidence before publishing.
Actual PDF upload · Text extraction · Investor matching · Confidence scoring
Founder Control
Reset migration data before a fresh upload
Use this only when you want to remove prior uploaded migration data, processed investor records, PDF intelligence batches, portfolio data, fund data and compliance data before uploading a fresh full dataset. Walkthrough leads will not be deleted.
Saved batch workspaceNo saved batch loaded
Reload the latest saved PDF Intelligence batch from Supabase and continue review, correction, deficiency tracking and portal publishing after refresh.
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Investors available for matching
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PDFs processed
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Auto-sort ready
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Review / unmatched
PDF Upload Workspace
Upload Investor PDF Dump
Upload SOAs, IRR statements, distribution notices, capital call notices, tax documents and fund reports. VENTIQ will inspect both the filename and the internal PDF text before sorting.
Loading investor master...
Deficiency & Coverage Tracker
Find missing investor documents
VENTIQ compares expected investor documents against uploaded and sorted PDFs. This helps the fund team identify missing SOAs, IRR statements, capital call notices, distribution notices and tax documents before publishing the portal.
Documents expected
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Expected records
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Available
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Missing
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Review / duplicate
Upload PDFs and select document expectations to generate deficiency results.
Review & Correction Queue
Correct low-confidence PDF matches
If VENTIQ cannot confidently identify the investor, document type or period, the fund team can manually correct it here. Once corrected and marked Ready, the PDF can be published into the Investor Portal.
No review items yet. Upload PDFs first, or all processed PDFs are already ready / published.
Portal Publishing
Publish to Investor Portal
Only high-confidence Ready PDFs with investor matches should be published. Review and unmatched files should stay in the exception queue until corrected by the fund team.
Publishing queueInvestor Portal document library
Upload and process PDFs first. Once VENTIQ marks documents as Ready, they can be published investor-wise into the Investor Portal.
Open Investor PortalNo Ready PDFs yet. Upload and process PDFs first.
Processed PDF Register
Sorting Results
Upload PDFs above to see classification, investor matching and confidence scoring.
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Investor-wise folders
Automatically create investor folders and document-type subfolders from these classified records.
Automatically create investor folders and document-type subfolders from these classified records.
Deficiency report
Compare expected SOAs, IRR statements and notices against uploaded PDFs to show missing investor documents.
Compare expected SOAs, IRR statements and notices against uploaded PDFs to show missing investor documents.
Portal publishing
Publish approved PDFs from Supabase Storage into the Investor Portal document library.
Publish approved PDFs from Supabase Storage into the Investor Portal document library.
Manual approval
Allow fund team to correct investor match, period or document type before publishing.
Allow fund team to correct investor match, period or document type before publishing.