Case Study: Forge Global achieves faster corporate document processing with Provectus

Forge Global cuts document review to 5% with Provectus

The customer, Forge Global, a fintech company providing liquidity in private markets, faced a significant challenge in manually processing high volumes of variable-format corporate documents like Certificates of Incorporation. This specialized, unstructured data did not fit a clean schema and required a dedicated in-house team to handle, diverting managers from higher-value work. They partnered with vendor Provectus to build a generative AI document processing solution.

Provectus implemented an AWS-based solution using large language models (LLMs) to automatically extract data from documents and output it into a reviewable spreadsheet. The result was a system that achieved 95% automation with only 5% of documents requiring human review, built in just four months. This eliminated the documentation bottleneck, allowing Forge Global's managers to focus on review and decision-making while the platform scales with infrastructure, not headcount.

Forge Global