Case studies
Neo in the real world.
Two builds, two kinds of investor, one approach: data into a warehouse the client owns, reporting automated on top. Client names are kept confidential.
Sydney family office · Multi-asset reporting$150k+
One view across equities, credit and everything else.
Listed equities and private credit in one warehouse the family owns, with automated reporting and $150k+ a year in unused software spend cut.
Read the case study →Private credit lender · Covenant monitoring93%
Covenant monitoring that runs itself.
Borrower packs extracted, spread and tested on arrival, removing 93% of manual monitoring work. Live in six weeks.
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See it on your portfolio
Bring last quarter's statements. Leave with one view.
A 30-minute demo of Neo using the kinds of documents your office already receives. No slides.