Context

The Challenge: A Disconnected Pipeline

We know that managing investor subscriptions is a complex process. While our FundSub is the central hub for your digital submissions, there is always a portion of your pipeline often still exists "offline" in the form of physical paper documents.

This created a major blind spot. You had to track digital subscriptions in our tool and paper subscriptions in separate spreadsheets or filing systems. This meant manual data entry, a higher risk of errors, and no single source of truth to see your complete fundraising progress.

Our Solution: A Single Source of Truth with OCR

You can now upload your physical paper subscriptions directly into the platform. Our system uses Optical Character Recognition (OCR) to read, parse, and extract the data from these paper forms. Key benefits

• A Truly Unified Dashboard: See your entire pipeline - both digital and paper submissions - in one consolidated view.
• Eliminate Manual Entry: Stop wasting time manually typing data from paper forms.
• Reduce Human Error: Automating data extraction minimizes the risk of typos and errors associated with manual data transfer.

Implications on user experience

Differentiating in the Dashboard UI

Standard E-Subscriptions (Digital)

These are subscriptions completed online by your investors through the platform.

• How to identify: The "Data extraction" column will be empty (null). See example: Acme Entity

• You can open the standard GP view of the subscription to review the information entered by the investor or any documents they uploaded.

Uploaded Paper Subscriptions (OCR-ed)

These are the physical paper forms that you have uploaded to the system for processing.

• How to identify: The "Data extraction" column will show a status, such as Complete, Form in progress, or Submitted. See example: Ada Bank (which shows a Complete status in the "Data extraction" column).
• Click View extracted data to review and approve the extracted information. You can view the extracted data in the table on the left and cross-reference it with the uploaded document displayed on the right.

Data exporting

This new workflow also has important implications for exporting data via our API. The data source for each subscription type is different, which requires two separate API methods.

Standard E-Subscriptions:

• Data Source: The online form filled out by the investor.
• How to Export: No impact. You can continue to export this data using our current, existing API that pulls data from the form.

Uploaded Paper Subscriptions (OCR-ed):

• Data Source: Data extraction pipeline. This data does not originate from the online form.
• How to Export: Because the data source is different, a new, separate API is required to export the extracted data from these documents.