Powerful Infrastructure for Modern Funds

OpenAdmin combines the reliability of PostgreSQL, the flexibility of cloud infrastructure, and the intelligence of AI to create a comprehensive investment management platform.

Key Benefits

Save Time

Automate repetitive administrative tasks and data entry with intelligent workflows

Reduce Errors

Eliminate manual data entry errors and ensure data consistency across your fund

Gain Insights

Access real-time analytics and visualizations to make informed investment decisions

Core Capabilities

Database Setup & Management

Every organization gets a dedicatedwith, built-in security features, and seamless scalability.

Data Editing & Exploration

Edit your investment data with a familiar spreadsheet-like interface, featuring intelligent dropdowns, real-time validation, and bulk operations.

AI Workflow System

Upload documents and let ourextract key data, suggest entities, and update your database after your review - saving hours of manual data entry.

Analytics & Reporting

Visualize your portfolio with interactive charts, pre-built reports, and custom dashboards for real-time performance monitoring.

Technical Architecture

OpenAdmin uses a secure multi-tenant architecture with dedicated databases for each organization.

Database Architecture
Main System Database
User management, organization settings
Organization A
Investment Tables
Document Tables
Workflow Tables
Organization B
Investment Tables
Document Tables
Workflow Tables
Organization C
Investment Tables
Document Tables
Workflow Tables

AI Workflow System

Our AI-powered workflow system automates document processing and data extraction, saving you hours of manual work.

1

Upload Document

Upload financial statements, capital calls, or other investment documents

2

AI Analysis

AI extracts key data and identifies related investments and entities

3

User Review

Review and approve AI-suggested entities and extracted data

4

Update Database

Approved changes are applied to your database automatically

Document Analysis Workflow
Upload Document
AI Analysis
User Review
Approved
Update Database
Rejected
Manual Review

OpenAdmin vs. Traditional Methods

FeatureOpenAdminTraditional Methods
Data ManagementDedicated PostgreSQL database with automatic backupsSpreadsheets or legacy systems with manual backups
Document ProcessingAI-powered extraction with user verificationManual data entry from documents
Data ValidationBuilt-in validation rules and consistency checksManual validation prone to human error
ReportingReal-time dashboards and interactive chartsStatic reports requiring manual updates
CollaborationReal-time multi-user access with permissionsEmail exchanges and version control issues

Real-World Use Cases

Automating Quarterly Financial Reporting

Fund managers upload quarterly financial statements, and OpenAdmin extracts key metrics, updates valuations, and generates performance reports automatically.

Key Benefits:

  • Reduces reporting time from days to hours
  • Eliminates manual data entry errors
  • Provides consistent historical tracking
  • Enables real-time performance monitoring

Ready to modernize your fund infrastructure?

Join forward-thinking fund managers who are leveraging OpenAdmin to streamline operations and gain deeper insights.

OpenAdmin