Morph

Morph is a document-to-entity pipeline. Upload files you already have — sub docs, cap tables, fund admin statements, CRM exports — and Morph turns them into live, fully-rigged entities on the platform. AI proposes mapping rules; a deterministic pipeline executes them.

• Concept 4 Latest
  Morph embedded in a localized workflow — Portfolio LP Reporting configuration for a fund. Mode selection (Ledger vs. Reported) with the full Reported wizard: Upload → Classify → Map Columns → Match Investors → Review → Publish.
• Concept 3
  Delio Agent Demo — Morph via the central agent chat modal. Investor management page with the AI slide-out panel showing a sub doc upload, classification, field extraction card, user correction, and record creation.
• Concept 2
  Restructured overview — problem, use cases, two operating modes (interactive vs. pipeline), where Morph surfaces (engine → agent → localized workflows), then technical detail. Trigger-agnostic ingestion model.
• Concept 1
  Visual Explainer — interactive walkthrough of the 6-stage pipeline, before/after comparison, use cases, key properties, and what Morph is vs. isn't