Turn Documents Into

AI-powered document intelligence for investment teams

Trusted by leading investment teams

Monticello AMCFG Bank980 InvestmentsSheridan Capital Partners

Focus on investing, not data entry

“I'll get back to you on that”

Answers in seconds

“How did we miss this?”

Proactive risk monitoring

“Where did this data come from?”

Every value traced to its source

“The spreadsheet is out of date”

Always current system of record

How It Works

From documents to decisions

Drop files here

Upload

Upload Your Data Room

Upload your documents. Loan agreements, rent rolls, financials—PDFs, Excel, even screenshots—any format works.

Loan Amount
$2.4M
Maturity Date
12/31/2024
Interest Rate
5.25%

Extract

AI Reads & Extracts

Hypha's AI identifies key fields—financials, terms, dates, parties—across all your documents automatically.

Loan Overview
Deal Name
Oceanview Plaza
Loan Amount
$2.4M1
Interest Rate
5.25%2
Maturity Date
Dec 20263
Property Type
Multifamily4
Borrower
Acme LLC5
Loan_Agreement.pdf

LOAN AND SECURITY AGREEMENT dated as of December 15, 2024...

Section 2.1 Principal Amount. The Lender agrees to loan...

Additional terms and conditions apply...

Review

Human Review with Citations

Every extracted value links back to its source. Your team verifies and edits with full context.

Total Loans
0
AUM
$0.0B
Portfolio Performance
Ask about your portfolio...
3 loans need attention
Harbor HeightsDSCR below 1.2x
Summit TowerLTV exceeded
Riverside CommonsLate payment

Use

Structured Data, Ready to Go

Query your data, generate reports, run covenant tests, build dashboards—all from one source of truth.

By the Numbers

Built for scale, designed for accuracy

8x
Faster onboarding

Deals that took weeks now onboard in days

97%
Extraction accuracy

AI + human review catches what others miss

50K+
Documents processed

Loan agreements, rent rolls, financials, appraisals, lease, etc

$8B+
AUM supported

Powering decisions at institutional scale

Use Cases

One platform, every workflow

Close deals faster with automated data extraction

Upload loan documents, term sheets, and financials. Hypha extracts key fields instantly—no more manual spreading or data entry backlogs.

  • Extract from any document format
  • Auto-populate deal templates
  • Flag missing or conflicting data
Extract
BorrowerAcme LLC
Principal$2.4M
Rate5.25%
MaturityDec 2026

Case Study

How a top private lender transformed loan onboarding

We were managing an offshore team just to key data into iLevel. With Hypha, our analysts can focus on underwriting and asset management instead of spreadsheet work. The accuracy is better, and every data point traces back to its source document.
Senior Managing Director, Head of Asset Management
Results
50%
Cost savings
8x
Faster loan onboarding

Security & Compliance

Enterprise-ready from day one

Built for institutions that can't compromise on security. Your sensitive data deserves infrastructure that meets the highest standards.

SOC 2 compliant

Built to SOC 2 standards with certification in progress.

Encrypted in transit

All data transmitted securely using TLS 1.3 encryption.

Your data stays yours

We never train models on your data. Full data deletion on request.

Ready to transform your document workflow?

See how Hypha can help your team extract, review, and use document data faster—with accuracy you can trust.