Goldslate is a flexible SaaS platform designed to address the challenges of unstructured data without additional investment in human capital.

Goldslate aims to solve a fundamental problem faced by the world’s investment firms: the inability to effectively leverage intellectual capital. 

Currently, much of firms’ vital data is unstructured: living in personal spreadsheets, email threads or shared drives — making it challenging to view, locate, or aggregate at the portfolio or firm level. What’s worse, available solutions require huge shifts in processes and individual workflows, resulting in low to no adoption and a continued cycle of siloed data management. 

Recognizing the need for change, founder Charles Chien created Goldslate, a powerful and user-friendly combination of AI and flexible database, which automates the ingestion and storage of unstructured data, delivers portfolio-level insights, and enables deal management from end-to-end, all while seamlessly integrating into existing processes and systems.