Autonomous Document Intelligence

Every document.
Every workflow.
No bottlenecks.

ClauseOS is the document operating system for private capital firms. AI agents monitor your documents continuously, extract structured data with full audit trails, and route verified outputs to every system that depends on them.

100%
Document coverage
across all sources
24/7
Autonomous monitoring
no human initiation
<1s
Time to verified
structured output
Monitoring
Capital Call v3 — Aurora Fund IV
Pre-verification in progress
Routed
Side Letter — Pension Fund Allocator
Verified — pushed to portfolio system
Complete
LPA — Cedar Real Estate Fund II
All fields verified
ClauseOS Agent
The Problem

Private capital runs on documents. Most firms are still working against them.

The data is in there. But extracting it is manual. Verifying it is inconsistent. Auditing it is nearly impossible. And retaining what was learned — that never happens. Every document-heavy process in your firm carries that cost.

How It Works

One system. Every document your firm touches.

ClauseOS sits at the center of your document infrastructure — connecting to where documents live, extracting structured data under continuous AI review, and pushing verified outputs to every workflow that depends on them.

I
Monitor
Agents continuously watch SharePoint, Google Drive, data rooms, and fund vaults — automatically. No upload step. No human initiation. When a document changes, ClauseOS knows.
II
Extract & Verify
Every field — consent rights, reporting deadlines, obligation triggers, financial terms — is extracted, pre-verified by AI, and surfaced with full citation back to the source passage. Human review catches the edge cases. AI handles the rest.
III
Route & Act
Verified data flows downstream automatically — to portfolio management systems, CRM, reporting tools, obligation trackers, and the people who need it. Every action is logged with full audit trail.
The Agents

Not a tool. A team that works while you sleep.

ClauseOS agents are purpose-built autonomous workers — each trained on private capital document types, each with access to your document corpus, each reporting back with verified structured output.

  • Due Diligence Agent Monitors VDRs, indexes new uploads, flags risks, cross-references across deal corpus
  • Fund Document Agent Tracks LPAs, side letters, operating agreements — flags inconsistencies and obligation triggers
  • Compliance Agent Monitors deadlines, flags reporting obligations, routes alerts to the right person at the right time
  • Capital Call Agent Processes notices, extracts allocation data, routes to finance workflows automatically
LP Consent Triggered
12
Requires action
Docs Verified Today
47
All routed downstream
Monitoring
SharePoint · GDrive · VDR
3 connected sources
Built for Private Capital

Institutional grade from day one.

Enterprise security, audit-ready accuracy, and the reliability your operations require — at scale.

Human-in-the-Loop by Design
No AI output enters your record without your team's review. Every field is a decision, not a suggestion you scroll past. Your team stays in control — AI assists.
Domain-Specific Extraction
Templates built for trust agreements, LPAs, operating agreements, and fund documents — not adapted from generic tools after the fact. Every extraction is purpose-built.
Cross-Document Intelligence
Surface conflicts, amendments, and dependencies across your entire corpus — not just within a single document. ClauseOS reads across the full library, flagging what humans would miss.
Corrections Compound
Every edit your team makes trains the next extraction. Your data improves the model — and that improvement stays with you. Institutional knowledge compounds over time.
Workflow Generation
Documents don't just get extracted — they trigger the next step. Review tasks, compliance flags, and downstream data pushes happen automatically. Every document is a workflow trigger.
Enterprise-Grade Security
Role-based access, full audit logs, and infrastructure controls built for institutional capital management. Your data stays in your environment — ClauseOS never trains on your documents.
The Vision

Institutional knowledge is private capital's greatest edge. ClauseOS is built to capture it, compound it, and get smarter with every deal.

Most firms extract the same data over and over — every deal, every fund cycle, every team member. The knowledge walked out the door every time someone left. ClauseOS changes that. Every document reviewed, every field verified, every decision logged — compounding into an asset that grows with every transaction.

"The firms that win in private capital won't be the ones with the best documents. They'll be the ones whose documents work for them."