Leonardo Family Office Case Study
How a leading family office firm automated investment statement processing and saved hundreds of hours annually
Hours saved annually
Portfolio companies processed
Reduction in processing time
Annual cost savings
About Leonardo Family Office
Leonardo Family Office (LFO) is a leading ESG and technology-focused family office management firm.
The Challenge
LFO's investment team was spending an overwhelming amount of time manually processing quarterly financial statements from their portfolio companies.
Key Pain Points:
Manual extraction of financial metrics from 100+ portfolio companies quarterly
Inconsistent document formats from different companies
Time-sensitive quarterly reporting deadlines
Risk of human error in data transcription
Limited scalability for growing portfolio
The Solution
Leonardo Family Office implemented our PDF extraction platform to automate their quarterly reporting workflow. The solution included custom extraction templates for financial metrics and automated data validation.
Implementation Features:
Results & Impact
"Our team used to spend weeks manually extracting financial data from portfolio reports. Now we process quarterly statements from 100+ companies in just minutes with perfect accuracy. This transformation has allowed our investment professionals to focus on what they do best: identifying opportunities and supporting our portfolio companies."
C**** Smith
CFO, Leonardo Family Office
Time Savings
- • Quarterly processing substantially reduced from 3 days to 2 hours
- • Individual report processing: 30 min → 5 sec
- • 95% reduction in manual data entry
- • Freed up 200+ hours annually
Quality Improvements
- • 99.8% accuracy in data extraction
- • Eliminated transcription errors
- • Standardized data formats across portfolio
- • Real-time validation and error detection