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HomeInvestment Managers
Alternative Investment Managers

K1 chaos ends here. Fund intelligence begins.

FutureVault.ai automates K1 data extraction, transforms prospectuses into structured intelligence, and gives you the analytical edge to select better funds — faster.

10M+
K1s Processed
500+
Data Points Per K1
98%
Extraction Accuracy
< 2min
Per K1 Document
K1 Data Extraction

From document chaos to structured data — automatically.

Every K1 is different. Every fund manager formats them differently. FutureVault.ai handles every variation and delivers normalized, validated data ready for your tax systems.

STEP 01

Ingest

Upload K1s in any format — PDF, scanned, or digital. FutureVault handles every variation.

STEP 02

Extract

AI reads every line item: ordinary income, capital gains, deductions, credits, and 500+ more data points.

STEP 03

Normalize

Data is standardized across all fund formats into a consistent, queryable schema.

STEP 04

Deliver

Structured data flows into your tax systems, dashboards, or data warehouse via API or export.

Before vs. After FutureVault.ai

Before

Weeks of manual K1 data entry per tax season

Inconsistent formats across 50+ fund managers

Data errors from manual transcription

No audit trail for extracted data

After FutureVault.ai

Hours — automated extraction across your entire portfolio

Normalized schema regardless of source format

98%+ extraction accuracy with validation flags

Full provenance — every data point traced to source

futurevault — K1 Extraction Engine
PROCESSING

// INPUT: Blackstone_RE_K1_2025.pdf

Schedule K-1 (Form 1065)

Partner's Share of Income...

Box 1: Ordinary business income

[UNSTRUCTURED] $142,500.00

Box 2: Net rental real estate

[UNSTRUCTURED] ($8,200.00)

Box 9a: Net long-term capital gain

[UNSTRUCTURED] $67,800.00

...

// OUTPUT: Structured JSON

"fund_name":"Blackstone RE Partners X"
"tax_year":2025
"ordinary_income":142500.00
"rental_income":-8200.00
"lt_capital_gain":67800.00
"validated":true
"confidence":0.994
Prospectus Intelligence

Every fund document. Instantly structured.

Stop reading 200-page prospectuses manually. FutureVault.ai parses every fund document into a structured data model — so you can compare, filter, and analyze at scale.

Fee Structure Extraction

Management fees, carried interest, hurdle rates, waterfall structures — all parsed and normalized.

Strategy Classification

Automatically classify fund strategy, geography, sector focus, and investment stage.

Risk & Liquidity Terms

Lock-up periods, redemption terms, gates, and side pocket provisions extracted instantly.

Performance Benchmarks

Target returns, benchmark comparisons, and historical performance data structured for analysis.

Key Risk Factors

Material risk disclosures surfaced and categorized — no more burying the lead in 200-page docs.

Cross-Fund Search

Query across your entire prospectus library with natural language — "show funds with sub-1% mgmt fee".

Extracted Data Points

From a single fund prospectus

500+ data points
Management FeeCarried InterestHurdle RateTarget IRRTarget MOICHistorical DPILock-up PeriodRedemption TermsMin InvestmentStrategy FocusGeographyVintage Year+488 more...
Fund Selection Analytics

Compare funds across hundreds of dimensions — instantly.

With every prospectus structured as data, you can run side-by-side comparisons, filter by any criteria, and surface the funds that best match your allocation strategy.

Fund Comparison Dashboard
4 funds selectedLIVE
FundMgmt FeeCarryTarget IRRLock-upAI Score
Blackstone RE X
1.5%20%18%7yr
92
KKR Americas XII
1.75%20%16%10yr
87
TOPApollo Global IX
1.25%17.5%21%8yr
95
Carlyle Partners VII
2.0%20%14%12yr
78
AI Score weights: 40% fees · 35% performance · 25% liquidity terms

Natural Language Queries

Ask "show me funds with IRR > 15% and lock-up < 8 years" — get instant results.

Custom Scoring Models

Weight criteria by your allocation strategy. Save and reuse scoring templates.

Side-by-Side PDF View

Jump from data point to source document in one click. Full audit trail.

Integrations

Fits into your existing stack.

FutureVault.ai connects to your tax systems, data warehouses, and portfolio management platforms via REST API, webhooks, or direct export.

Advent GenevaYardiSalesforceSnowflakeExcel / CSVREST APIWebhooksCustom
Ready to Eliminate K1 Chaos?

See FutureVault.ai process your K1s live.

Book a 30-minute demo and watch us extract, normalize, and structure your actual K1 documents in real time.