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How to extract investment restrictions from fund documents?

Extract mandate limits, permitted assets, concentration thresholds, borrowing caps, ESG exclusions, and investor side-letter terms.

Extract fund restrictions

Turn fund documents into usable restrictions

Investment restrictions can sit in prospectuses, IMAs, LPAs, side letters, board minutes, and product disclosures. TextMine can extract permitted assets, concentration limits, borrowing restrictions, ESG exclusions, and reporting duties.

An illustration of data being extracted from documents

Compare terms across documents

Workbench can help reviewers reconcile mandate text, investor-specific rights, side-letter exceptions, and operational policies against the same fund record.

an illustration of documents

Route exceptions and approvals

Workflows can send ambiguous restrictions, conflicting documents, missing thresholds, and investor-specific commitments to legal, compliance, or portfolio teams.

an illustration of vault extracting data from contracts and answering questions about them

Create a source-backed restrictions register

Records can store approved restrictions with source links, effective dates, responsible owners, and review status.

Extract limits
Capture permitted assets, caps, exclusions, and thresholds.
Compare sources
Reconcile mandates, LPAs, disclosures, and side letters.
Flag conflicts
Highlight inconsistent or unclear restrictions.
Route review
Assign legal, compliance, or portfolio decisions.
Create records
Store approved restrictions and evidence links.
Monitor changes
Track amendments, waivers, and investor-specific terms.
Support controls
Feed reviewed terms into monitoring and reporting.
Extract limits
Capture permitted assets, caps, exclusions, and thresholds.
Compare sources
Reconcile mandates, LPAs, disclosures, and side letters.
Flag conflicts
Highlight inconsistent or unclear restrictions.
Route review
Assign legal, compliance, or portfolio decisions.
Create records
Store approved restrictions and evidence links.
Monitor changes
Track amendments, waivers, and investor-specific terms.
Support controls
Feed reviewed terms into monitoring and reporting.

Create a source-backed restrictions register

Records can store approved restrictions with source links, effective dates, responsible owners, and review status.

Extract limits
Capture permitted assets, caps, exclusions, and thresholds.
Compare sources
Reconcile mandates, LPAs, disclosures, and side letters.
Flag conflicts
Highlight inconsistent or unclear restrictions.
Route review
Assign legal, compliance, or portfolio decisions.
Create records
Store approved restrictions and evidence links.
Monitor changes
Track amendments, waivers, and investor-specific terms.
Support controls
Feed reviewed terms into monitoring and reporting.
Extract limits
Capture permitted assets, caps, exclusions, and thresholds.
Compare sources
Reconcile mandates, LPAs, disclosures, and side letters.
Flag conflicts
Highlight inconsistent or unclear restrictions.
Route review
Assign legal, compliance, or portfolio decisions.
Create records
Store approved restrictions and evidence links.
Monitor changes
Track amendments, waivers, and investor-specific terms.
Support controls
Feed reviewed terms into monitoring and reporting.

Product map

Match each document job to the right TextMine surface

These guides can mention several products because enterprise document work rarely stops at extraction. Use this map to see how review, evidence, orchestration, records, rules, and system handoff fit together.

WorkbenchReview documents, compare files, ask questions, and produce source-aware outputs.VaultExtract document facts and keep every answer tied to source evidence and review state.WorkflowsRoute exceptions, approvals, evidence requests, remediation tasks, and handoffs.RecordsTurn approved findings into governed records for search, reporting, export, and sync.PlaybooksCodify policies, review criteria, templates, and acceptable positions.IntegrationsSend verified document context into agents, APIs, CRMs, ERPs, and compliance tools.

Map TextMine to your document workflow

Tell us what you are trying to review, extract, route, or report on. We will show which TextMine products fit your process, from Workbench and Vault through Workflows, Records, Playbooks, and Integrations.

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