Built for eFront
Native integration with eFront and the ABOR/IBOR platforms you already run, not a generic tool retrofitted to your stack.
Easily transform Document-Heavy Operations into Trusted Outcomes
Say goodbye to tedious data entry, endless document reviews, and manual uploads. Coloso automates these processes and delivers clean, validated data into the platforms you already use — so you can focus on making smarter investment decisions.
Immediate value to your operations
No lengthy implementation. No new system to learn. Just faster, more accurate operations from week one.
Eliminate manual document review, data entry, and reconciliation work so your team can focus on analysis, decision-making, core activities and higher-value tasks.
Every number is traceable, validated, and linked to its source document, helping your team operate with greater accuracy and control.
Process more funds, documents, and transactions without increasing operational workload or relying on lengthy implementation projects.
Stay in control
Human validation and audit ready workflows, your team reviews and confirms before anything is ever final.
Enterprise-Grade Security
Independently audited, SOC 2 Type 1 certified. Built for how private market firms manage sensitive data.
Scale without limits
Across funds, platforms and asset classes, with no lengthy implementation standing in the way.
Built Around the Challenges
Your Team Faces Every Day
Coloso automates around 3 operational pillars every private markets back office depends on: Reconciliation, Compliance, and Workflow Automation. So your team can focus on decisions, not data entry.
01
Workflow Automation
From your capital calls to NAVs - automated end to end.
Fund (NAVs, Calls & Distributions) operations, Company (Valuation, equity & purchase) transactions, Financial Figures, KPIs, Securities and Custom workflows!
The problem
Every capital call or NAV, means someone moving documents between systems manually, work that scales with volume. At some point the only option to keep up appears to be adding headcount, but...
How Coloso Helps Your Team
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Workflow automation
Scheduled and automated processing, recurring workflows, job orchestration, no manual queue monitoring.
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Operational connectivity
eFront and SharePoint connectivity, automated transaction creation, no manual handoffs between systems.
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Document acquisition & intake
One framework for every document, from SharePoint, Google Drive, regional repositories or local sources.
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Platform administration
Centralized user, workflow, and permission management as you scale across funds and asset classes.
02
Reconciliation
Simplify Reconciliation Across Every Reporting Cycle
Total Contributions, Total Distributions, Unfunded Commitments, Management Fees, Company Costs & Expenses, Fair Market Value (FMV), Net Asset Value (NAV), IRR & Performance Metrics.
The problem
Your team spends hours every week pulling numbers out of capital account statements or any other document, then matching them against your IBOR & ABOR by hand, and every manual re-entry is a chance for an error to slip into your books.
How Coloso helps your team
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Trust Every Number
Coloso acts as an intelligent reconciliation layer between source documents and downstream systems. The platform extracts data from fund, company, and investor documents, then automatically compares that information against IBOR and ABOR records.
If a value does not match, Coloso immediately flags the discrepancy and notifies the appropriate team.
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Reliable Financial Reporting
Coloso validates critical financial metrics such as contributions, distributions, company costs, fair market value, management fees, and IRR, improving data quality and reducing operational risk to ensure reporting is based on accurate and trusted information.
03
Compliance
Investor terms and platform data, always in agreement.
Investor onboarding, KYC and AML, Loan agreement
The problem
Investor terms live in your agreements; platform data lives in IBOR/ABOR. When they quietly drift apart, you usually find out during an audit or an investor inquiry, not before.
How Coloso helps your team
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Compliance terms
Audit ready by design, every action, review or change is fully traceable.
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Enterprise security
Role based access, global SSO, and regional permissions built for sensitive investor data.
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Review & quality assurance
Human oversight before anything is considered final, automation surfaces exceptions and your team has the final decision.
Features That Power Your Operations
Built for the work your team does every day: from document extraction and validation to reconciliation and workflow automation, Coloso helps your team reduce manual effort, improve accuracy, and operate with confidence at scale.
01
Intelligent Data Extraction
Turn documents into trusted operational data. Extract, structure, and prepare information from capital calls, valuations, cash flow statements, investor notices, and other private markets documents without manual data entry.
- Connect to your existing document sources SharePoint, cloud storage, on-prem repositories, and batch document ingestion.
- Capture the information that matters Custom extraction, intelligent field mapping, calculations, and workflows tailored to your operational requirements.
- Built for private markets Our AI model continuously improves through user feedback and is designed specifically for private markets documentation.
AI ExtractionIntelligent data capture
02
Review, Reconcile & Stay in Control
Confidence through validation. Keep human expertise at the center of every workflow with tools designed to validate information, surface discrepancies, and improve collaboration.
- Focus on exceptions, not every line item Automated reconciliations, discrepancy detection, and configurable warnings help teams prioritize what needs attention.
- Collaborate with complete visibility Comments, annotations, historical comparisons, review workflows, and simultaneous validation by multiple users.
- Trace every decision Visual links back to source documents, full audit logs, calculations, and processing history.
ValidationHuman-in-the-loop review
03
Automate Operations & Deliver Results
From documents to eFront, automatically. Automate operational workflows, orchestrate processing, and deliver validated data directly into the platforms your team already uses.
- Automate repetitive operational work Schedule extraction, validation, imports, reconciliations, and transaction creation around the clock.
- Integrate with your existing ecosystem Native support for eFront, ABOR/IBOR platforms, SSO, and operational workflows.
- Built for compliance and scale Role-based security, auditability, centralized administration, and complete lifecycle traceability.
AutomationDelivered into eFront
Want to see everything Coloso can do?
Discover the full platform, advanced capabilities, and real-world workflows in a personalized demo.