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AI Document ImportNew
Send SAFEs, purchase agreements, and capital account statements to Raziel and its AI pulls out the amounts, terms, and dates, so a PDF becomes a tracked position without retyping.
Email forwarding
Statements, notices, and closing documents already arrive by email. Forward them to Raziel and the attachments are read, matched to the right company or vehicle, and added to your portfolio.
Extraction
Raziel reads your SAFEs, notes, and purchase agreements and pulls out the amount, cap, and discount, so a signed PDF becomes a tracked position without you typing a thing.
Documents
Upload documents directly or attach them while adding an investment. They stay with the company, vehicle, or entity they belong to and are searchable when you need them.
How it works
Forward the email or upload the PDF. Statements, SAFEs, notes, and purchase agreements all work.
The AI extracts the amounts, terms, and dates and matches them to the right holding.
The position, cash flow, or mark is added, and your totals and returns recalculate.
AI and your data
Document import uses AI only for the work you ask it to do. Here is exactly what happens to your data.
Read about security at RazielCommon questions about AI Document Import in Raziel.
SAFEs, convertible notes, stock purchase agreements, and fund documents such as capital account statements, capital call notices, and distribution notices. Raziel extracts amounts, terms, and dates from the PDF.
Document import runs on Google Gemini 3 through Vertex AI, in the US region. Only text excerpts from your documents are sent to the model, never names, emails, account IDs, or file names.
No. Customer data is never used to train models. Search embeddings are stored in Raziel’s own database.
Yes. AI features are optional and user-controlled. You can always add and edit positions by hand.
AI Document Import
Start free, forward your first document, and watch it land in your portfolio.
