Powering smarter decisions across finance sectors
Endowments
Enabling management of all sub-manager communications fostering better decision making
RIAs
Facilitating knowledge management, enhancing advisor expertise and effectiveness
Fund Managers
Streamlining diligence for improved speed, reliability, and investment outcome
Private Equity
Enabling data room management to move faster when time is of the essence
Finpilot does the work, you do the thinking.
Transform workflows
Finpilot’s AI accelerates workflows; knowledge work gets done way faster and with higher accuracy.
Do more
With Finpilot doing the work of 1, 10 or 50 people, you can accomplish what was once impossible.
Focus on essentials
With Finpilot doing the knowledge work, you spend time doing the analysis, decision making and strategic thinking.
Finpilot analyzes every word of every document sent to your organization - and helps you act on it.
Instant reports
and briefings
Generate reports and briefings instantly
Chat-based knowledge analysis
Analyze the entire knowledge base via a chat interface
Generate and load structured data anywhere
Create structured data from any source and load it anywhere
Never miss anything
Never miss anything
A golden source for returns data
A golden source for returns data
Accurate, reliable exposure analysis
The most complete, accurate and reliable exposure analysis possible
Use AI to find, organize and present all the information you need
Analyze the entire knowledge base via a chat interface
Finpilot offers a powerful chat interface to your document library enabling complex interrogations that are answered with near perfect accuracy, buttressed by citations and links to sources.
Generate reports and briefings instantly
Finpilot’s templating system allows you to design certain reports once and have Finpilot produce them on-demand when you need them.
Never miss anything
Finpilot reads every word of every document the moment it arrives. Based on your instructions it monitors for anything you want to watch for and takes the action you specify.
Get the data you need where and how you need it
The most complete, accurate and reliable exposure analysis possible
Finpilot understands what every document discloses about positions and exposures enabling the most complete and most accurate exposure analysis that is totally customizable.
A golden source for returns data
Finpilot extracts and stores all NAV and performance information from every document giving you a returns database that is a single source of truth, direct from the source.
Create structured data from any source and load it anywhere
Finpilot can systematically extract any information from any document and load it into any system or database. From Excel or Tableau to Postgres or Oracle, Finpilot enables analysis.
Revolutionizing financial document analysis
100%
accuracy and correctness
900%
faster than humans at finding and moving quantitative information to spreadsheets
8 mins
average time to complete a comprehensive diligence report
0%
hallucination rate
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