Why do US and Canadian financial firms work with DPA?
AI-led transformation for global leaders across Wealth, Investment, Insurance & Financial Intelligence, with 15–20 years of trusted partnerships.
20+
170
~55
$1.70T*
7,423*
* Based on documented outcomes from selected client engagements. Sample sizes vary by metric.
What do US and Canadian lenders and funds ask DPA to run?
Four managed services, each with a defined first pilot. DPA runs the work. Your team keeps every credit and investment decision.
01 · Private markets
Private equity data analytics and portfolio monitoring
Fund teams rebuild portfolio and LP reports by hand every quarter. DPA collects portfolio company data, standardizes KPIs, and runs portfolio monitoring and LP reporting for private equity and private credit funds.
- Portfolio company data collection and KPI standardization
- Portfolio monitoring and LP reporting
- Middle-office support: reconciliation and NAV support
02 · Lending
Lending operations outsourcing for SBA, USDA and commercial lenders
Loan teams lose hours on document intake and spreading before underwriting starts. DocuAgentIQ reads loan documents and sends structured data to underwriting. DPA teams handle pre-sales and post-close work.
- Document intake and data extraction with DocuAgentIQ
- Financial statement spreading
- Pre-sales and post-close support
03 · Data
Investment data feeds from public sources
Licensed data feeds cost more each year and limit redistribution. DPA builds and runs feeds from publicly available sources with AI-based processing. You keep full redistribution rights.
- Feed design and source mapping
- AI-based extraction and quality checks
- Run alongside your current feed before you switch
04 · AI
Private generative AI for finance teams
Finance teams want GenAI, but their data must stay inside their own systems. DPA deploys GenAI inside your infrastructure, one finance function at a time.
- Free two-week GenAI Readiness Diagnostic
- Deployment on-premise or in your cloud tenant
- One function first, then expand
Should you build in-house, add contract staff, or run a managed pilot?
Each model fits a different stage. This table compares them on the points buyers ask about most.
How does a DPA pilot run?
Three steps. The pilot covers one workflow, so the result is easy to judge.
01
Scope one workflow
We agree on one workflow, the data we need and the success measure.
02
Run it in parallel
DPA runs the workflow next to your current process. A data feed pilot runs for 4 to 8 weeks.
03
Read out and decide
You get a side-by-side comparison of quality and turnaround. Then you decide whether to expand.
What do US and Canadian buyers ask before they start?
How do institutions use investment data analytics to make better decisions?
They join portfolio, market and operating data into one consistent dataset, then track a short list of KPIs against plan and against peers. Analysts spend their time on exceptions, not on collecting numbers. DPA builds and runs this data layer for private equity funds, private credit funds and lenders.
What does lending operations outsourcing include?
It covers the document-heavy steps around a loan: intake, data extraction, financial spreading, pre-sales checks and post-close work. The lender keeps every credit decision. DPA runs these steps for SBA, USDA and commercial lenders, with DocuAgentIQ reading the loan documents.
Does DPA support SBA and USDA lenders?
Yes. DPA lending operations teams support government-backed loan programs such as SBA and USDA, including document intake, spreading, pre-sales and post-close tasks.
How does a pilot with DPA start?
Every pilot covers one workflow. A data feed pilot runs for 4 to 8 weeks next to your current feed. The GenAI Readiness Diagnostic is free and takes two weeks on one finance function. You see the output before any larger commitment.
Where is the DPA North America team?
The North America team works from the DPA office in New York, led by David Riedel, Director, Global Business.
How much experience does DPA have?
DPA brings 20+ years of research, data and analytics depth. It has served 170 clients, and about 55 of them have AI in production. DPA leads AI-led transformation for global leaders across Wealth, Investment, Insurance & Financial Intelligence, with 15–20 years of trusted partnerships. Based on documented outcomes from selected client engagements, DPA-supported processes cover $1.70T of client AUM and release 7,423 recurring client hours a year. Sample sizes vary by metric.
Book a scoping call with the North America team
Tell us about one workflow. We reply with a pilot outline for it.
