From Elementar GmbH
Automated extraction from fund administration portals. Your PE and VC portfolio data — normalized, verified, and delivered to a single view.
Request a demoThe challenge
Family offices managing PE and VC allocations face a fragmented reporting landscape. Every fund administrator runs a different portal. Every portal requires manual work.
Logging into six or more portals, downloading PDFs, copying data into spreadsheets. Hours of work that repeats every reporting cycle.
Your PE and VC positions live in silos. No single dashboard shows your total alternative exposure, cash flow timing, or portfolio-level NAV.
Manual data entry introduces errors. Reporting delays mean decisions are made on outdated numbers. Both are unacceptable in a fiduciary context.
How Elementar works
No integrations to build. No APIs to maintain. We connect to your existing portals and deliver clean data.
Securely provide your fund administration portal credentials. They're encrypted and stored in Azure Key Vault — no human ever sees them in plaintext.
A document-intelligence model — trained on real fund-administration documents and continuously improved from your corrections — extracts NAV, commitments, distributions, capital calls, and more. Every field carries a confidence score. Uncertain data is flagged for review.
Clean, normalized data flows to the Elementar dashboard — or directly into WealthArc. One view across all your fund administrators.
Security & compliance
Swiss-domiciled, regulation-first architecture. Your data never leaves the jurisdictions you choose.
Elementar GmbH is incorporated and operated under Swiss law
Full compliance with Swiss and EU data protection frameworks
Per-client data partitioning. No commingling between tenants
Data processed and stored exclusively in European Azure regions
Portal coverage
Elementar supports the fund administration portals used by European family offices. New portals added in up to 3 days.
And growing — request any portal your office uses.
Get in touch
Tell us about your portfolio and the portals you use. We'll show you what unified reporting looks like.
Elementar GmbH is a Swiss-domiciled fintech company building data infrastructure for alternative investment reporting. Elementar automates the extraction and normalization of portfolio data from fragmented fund administration portals, delivering unified intelligence to family offices and their advisors.