Quarterly manager reporting
Letters and statements read, filed and drafted into your reporting template.
The AI-native operating system for institutional capital
Human intelligence
where it counts.AI agents
everywhere else.
Finpilot does the recurring work of the investment office with speed, consistency and analytical depth—so your team can apply its expertise to the decisions that matter.
Trusted by
leading institutional investment teams
What Finpilot does
The work your team does—and the work it never had time for.
From recurring workflows to deeper analysis, Finpilot moves the work forward while your team remains in control.
- 01
Recurring work
Runs the same way. Every time.
Reporting, reconciliations and committee materials—prepared consistently and ready for review.
- 02
Better decisions
More context behind every call.
Research, monitoring and portfolio analysis informed by the institution’s complete record.
- 03
New capabilities
Work that was never practical before.
Evaluate every investment, monitor the full universe and investigate questions at institutional scale.
How it works
Agents run the work
in the background.Your team gets the
decisions.
Connected sources resolving into one institutional record
The work
Work already running.Across the investment office.
From recurring workflows to deeper analysis, Finpilot runs the work end to end—configured around your institution’s data, processes and approval points.
Board and IC materials
Committee books assembled on your template from approved sources.
Client reporting
One shared record, written into each client’s format and mandate.
Your workflow. Your way of working.
Finpilot adapts to your formats, definitions and approval points—including the work unique to your institution.
Reconciliation
Capital calls, distributions and NAVs checked against the administrator’s file.
Meeting notes into the record
Decisions and follow-ups captured and linked to the right manager and fund.
Capital activity processing
Calls and distributions read, matched to the commitment and routed for review.
Document intake and filing
Incoming documents identified, connected to the right entity and filed.
IC memos and manager research
A memo in your format, with what the committee said last time.
Manager and strategy monitoring
Drift and material changes flagged with the passage that shows them.
What moved the portfolio
Top contributors and detractors, connected to the reasons behind them.
Client and household briefing
The relationship, holdings and last conversation, ready before you walk in.
Exposure analysis
Look-through exposure by manager, strategy or theme, with its sources.
Risk and mandate review
Holdings and changes checked against the mandate and policy limits.
Decision-history lookup
What was decided before, by whom, and the reasoning behind it.
Grade every investment
Each investment measured against its original memo and what happened since.
Full-universe sourcing
Managers beyond the current book screened against your criteria.
Continuous manager monitoring
Every manager watched between quarters, not only when the letter arrives.
Cross-portfolio pattern analysis
Patterns across portfolios, mandates and managers that no single view shows.
Mandate screening
Researched opportunities matched to a new or changed mandate.
Institutional knowledge search
One question across documents, notes and decisions the office holds.
Historical comparison at scale
Today’s situation compared with similar moments in the institution’s history.
Who it’s for
One operating systemfor institutional capital.
A lean team manages a complex portfolio and a demanding committee cycle. Every meeting starts prepared.
Entities, accounts and relationships multiply quickly. One private view brings the complete picture together.
Every client brings a different mandate and reporting format. One team can serve them all through a repeatable process.
Client information lives across holdings, systems and conversations. The complete brief is ready before the advisor walks in.
A lean team manages a complex portfolio and a demanding committee cycle. Every meeting starts prepared.
Entities, accounts and relationships multiply quickly. One private view brings the complete picture together.
Every client brings a different mandate and reporting format. One team can serve them all through a repeatable process.
Client information lives across holdings, systems and conversations. The complete brief is ready before the advisor walks in.
The impact
More capacity for the decisions that matter.
- 10×
- research capacity
- 6×
- faster meeting preparation
- 90%
- less time spent on manual data entry
- 0%
- hallucination rate
What they’re saying
“Finpilot has transformed how our investment team works; streamlining due diligence, automating insights from our internal documents, and enabling dynamic portfolio comparisons in ways that were previously time-consuming and manual. The team’s responsiveness and deep partnership mindset make Finpilot an indispensable part of our investment research process.”
See it runon your data.
A scoped demo on your systems and your documents —
not a slideshow.