# AI Document Import for SAFEs and Fund Statements

> Forward a SAFE or fund statement and Raziel’s AI extracts amounts, terms, and dates into your portfolio. Optional, private, and never used to train models.

URL: https://raziel.co/platform/document-import

AI Document ImportNew

# Forward a statement. *Raziel files it.*

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.

[Get started free](https://app.raziel.co/sign-up) [Book a demo](https://raziel.co/contact)

Email forwarding

## Forward it like you would to an assistant

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.

- Works with the PDFs you already receive
- Matched to the company, fund, or SPV it belongs to
- Originals kept with the position

Extraction

## Turn the paperwork into a position

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.

- Amount, security type, cap, and discount
- Dates, share counts, and price per share
- Capital calls and distributions from fund statements

Documents

## Every document where you will look for it

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.

- Attach stock certificates, SAFEs, and side letters
- Operating agreements on entities
- Searchable across your workspace

How it works

## Three steps from inbox to portfolio

1. 01
  ### Send the document
  Forward the email or upload the PDF. Statements, SAFEs, notes, and purchase agreements all work.
2. 02
  ### Raziel reads it
  The AI extracts the amounts, terms, and dates and matches them to the right holding.
3. 03
  ### Your portfolio updates
  The position, cash flow, or mark is added, and your totals and returns recalculate.

AI and your data

## Private by design, optional by choice

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 Raziel](https://raziel.co/security)

- AI runs on Google Gemini 3 through Vertex AI in the United States.
- Only text excerpts from the document are sent to the model. Names, emails, account IDs, and file names are not.
- Your data is never used to train models.
- Search embeddings are stored in Raziel’s own database.
- AI features are optional and you control when they run.

## Explore more of the platform

[Platform overview](https://raziel.co/products)

- [Integrations Bring in banks, spreadsheets, and email. Learn more](https://raziel.co/platform/integrations)
- [Portfolio Dashboard Every position, valuation, and return in one view. Learn more](https://raziel.co/platform/portfolio-dashboard)
- [Valuations & Returns MOIC, IRR, and TVPI from your real cash flows. Learn more](https://raziel.co/platform/valuations-and-returns)

## Frequently asked questions

Common questions about AI Document Import in Raziel.

### What documents can Raziel import?

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.

### Which AI model does Raziel use?

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.

### Is my data used to train AI models?

No. Customer data is never used to train models. Search embeddings are stored in Raziel’s own database.

### Can I turn AI off?

Yes. AI features are optional and user-controlled. You can always add and edit positions by hand.

AI Document Import

## Stop retyping statements

Start free, forward your first document, and watch it land in your portfolio.

- [Download on theApp Store](https://apps.apple.com/us/app/raziel-portfolio-management/id6761929486)
- [Get it onGoogle Play](https://play.google.com/store/apps/details?id=com.raziel.android)