Agentic AI for
Institutional Finance
Agentic AI for
Institutional Finance
AI that does the manual work for you, start to finish.
From deal screens to portfolio reviews—investment-ready outcomes 10x faster.
Complete entire workflows autonomously and eliminate
manual work.
Do what you came to finance to do, not the repetitive tasks that bury you.
See Auquan in Action
15-minute demo focused on your outcomes
Changing the way leading firms get work done.
0%
0%
of top 50 global firms
of top 50 global firms
$0T+
$0T+
assets analyzed
assets analyzed
0K+
0K+
hours given back
Top 50 clients
hours given back
Financeprofessionalsspend32+hoursperweekonmanualwork.Youdeservebetter.
Auquan eliminates it.
Auquan eliminates it.
What your AI agents do for you
See what's possible when manual work disappears.
Credit
Produce complete credit analysis from initial screens through ongoing portfolio oversight.
Deal Screening & Fit Assessment:
2 days → 30 min
Credit & IC Memo Generation
2 days → 30 min
Covenant Monitoring
2 days → 30 min
Portfolio Valuation & Reporting
5 days → 2 hours
Sustainability
Screen and monitor reputation & controversy risk, business involvement, supply chain ESG, and impact.
Investor Relations
Keep LPs informed and happy while your team focuses on relationships, not document production.
Credit
Produce complete credit analysis from initial screens through ongoing portfolio oversight.
Deal Screening & Fit Assessment:
2 days → 30 min
Credit & IC Memo Generation
2 days → 30 min
Covenant Monitoring
2 days → 30 min
Portfolio Valuation & Reporting
5 days → 2 hours
Sustainability
Screen and monitor reputation & controversy risk, business involvement, supply chain ESG, and impact.
ESG Screening & Assessment
2 days → 1 hour
Portfolio ESG Monitoring
2 days → 1 hour
Impact Measurement & Reporting
3 days → 1 hour
Regulatory Compliance Evidence
4 days → 2 hour
Investor Relations
Keep LPs informed and happy while your team focuses on relationships, not document production.
Limited Partner Reporting
5 days → 2 hour
Due Diligence Questionnaires (DDQs)
3 days → 1 hour
Side Letter Compliance
3 days → 1 hour
RFP Responses
4 days → 2 hours
Credit
Produce complete credit analysis from initial screens through ongoing portfolio oversight.
Deal Screening & Fit Assessment:
2 days → 30 min
Credit & IC Memo Generation
2 days → 30 min
Covenant Monitoring
2 days → 30 min
Portfolio Valuation & Reporting
5 days → 2 hours
Sustainability
Screen and monitor reputation & controversy risk, business involvement, supply chain ESG, and impact.
ESG Screening & Assessment
2 days → 1 hour
Portfolio ESG Monitoring
2 days → 1 hour
Impact Measurement & Reporting
3 days → 1 hour
Regulatory Compliance Evidence
4 days → 2 hour
Investor Relations
Keep LPs informed and happy while your team focuses on relationships, not document production.
Limited Partner Reporting
5 days → 2 hour
Due Diligence Questionnaires (DDQs)
3 days → 1 hour
Side Letter Compliance
3 days → 1 hour
RFP Responses
4 days → 2 hours
Credit
Produce complete credit analysis from initial screens through ongoing portfolio oversight.
Deal Screening & Fit Assessment:
2 days → 30 min
Credit & IC Memo Generation
2 days → 30 min
Covenant Monitoring
2 days → 30 min
Portfolio Valuation & Reporting
5 days → 2 hours
Sustainability
Screen and monitor reputation & controversy risk, business involvement, supply chain ESG, and impact.
ESG Screening & Assessment
2 days → 1 hour
Portfolio ESG Monitoring
2 days → 1 hour
Impact Measurement & Reporting
3 days → 1 hour
Regulatory Compliance Evidence
4 days → 2 hour
Investor Relations
Keep LPs informed and happy while your team focuses on relationships, not document production.
Limited Partner Reporting
5 days → 2 hour
Due Diligence Questionnaires (DDQs)
3 days → 1 hour
Side Letter Compliance
3 days → 1 hour
RFP Responses
4 days → 2 hours
Credit
Produce complete credit analysis from initial screens through ongoing portfolio oversight.
Deal Screening & Fit Assessment:
2 days → 30 min
Credit & IC Memo Generation
2 days → 30 min
Covenant Monitoring
2 days → 30 min
Portfolio Valuation & Reporting
5 days → 2 hours
Sustainability
Screen and monitor reputation & controversy risk, business involvement, supply chain ESG, and impact.
ESG Screening & Assessment
2 days → 1 hour
Portfolio ESG Monitoring
2 days → 1 hour
Impact Measurement & Reporting
3 days → 1 hour
Regulatory Compliance Evidence
4 days → 2 hour
Investor Relations
Keep LPs informed and happy while your team focuses on relationships, not document production.
Limited Partner Reporting
5 days → 2 hour
Due Diligence Questionnaires (DDQs)
3 days → 1 hour
Side Letter Compliance
3 days → 1 hour
RFP Responses
4 days → 2 hours
Credit
Produce complete credit analysis from initial screens through ongoing portfolio oversight.
Deal Screening & Fit Assessment:
2 days → 30 min
Credit & IC Memo Generation
2 days → 30 min
Covenant Monitoring
2 days → 30 min
Portfolio Valuation & Reporting
5 days → 2 hours
Sustainability
Screen and monitor reputation & controversy risk, business involvement, supply chain ESG, and impact.
ESG Screening & Assessment
2 days → 1 hour
Portfolio ESG Monitoring
2 days → 1 hour
Impact Measurement & Reporting
3 days → 1 hour
Regulatory Compliance Evidence
4 days → 2 hour
Investor Relations
Keep LPs informed and happy while your team focuses on relationships, not document production.
Limited Partner Reporting
5 days → 2 hour
Due Diligence Questionnaires (DDQs)
3 days → 1 hour
Side Letter Compliance
3 days → 1 hour
RFP Responses
4 days → 2 hours
Credit
Produce complete credit analysis from initial screens through ongoing portfolio oversight.
Deal Screening & Fit Assessment:
2 days → 30 min
Credit & IC Memo Generation
2 days → 30 min
Covenant Monitoring
2 days → 30 min
Portfolio Valuation & Reporting
5 days → 2 hours
Sustainability
Screen and monitor reputation & controversy risk, business involvement, supply chain ESG, and impact.
ESG Screening & Assessment
2 days → 1 hour
Portfolio ESG Monitoring
2 days → 1 hour
Impact Measurement & Reporting
3 days → 1 hour
Regulatory Compliance Evidence
4 days → 2 hour
Investor Relations
Keep LPs informed and happy while your team focuses on relationships, not document production.
Limited Partner Reporting
5 days → 2 hour
Due Diligence Questionnaires (DDQs)
3 days → 1 hour
Side Letter Compliance
3 days → 1 hour
RFP Responses
4 days → 2 hours
Credit
Produce complete credit analysis from initial screens through ongoing portfolio oversight.
Deal Screening & Fit Assessment:
2 days → 30 min
Credit & IC Memo Generation
2 days → 30 min
Covenant Monitoring
2 days → 30 min
Portfolio Valuation & Reporting
5 days → 2 hours
Sustainability
Screen and monitor reputation & controversy risk, business involvement, supply chain ESG, and impact.
ESG Screening & Assessment
2 days → 1 hour
Portfolio ESG Monitoring
2 days → 1 hour
Impact Measurement & Reporting
3 days → 1 hour
Regulatory Compliance Evidence
4 days → 2 hour
Investor Relations
Keep LPs informed and happy while your team focuses on relationships, not document production.
Limited Partner Reporting
5 days → 2 hour
Due Diligence Questionnaires (DDQs)
3 days → 1 hour
Side Letter Compliance
3 days → 1 hour
RFP Responses
4 days → 2 hours
Credit
Produce complete credit analysis from initial screens through ongoing portfolio oversight.
Deal Screening & Fit Assessment:
2 days → 30 min
Credit & IC Memo Generation
2 days → 30 min
Covenant Monitoring
2 days → 30 min
Portfolio Valuation & Reporting
5 days → 2 hours
Sustainability
Screen and monitor reputation & controversy risk, business involvement, supply chain ESG, and impact.
ESG Screening & Assessment
2 days → 1 hour
Portfolio ESG Monitoring
2 days → 1 hour
Impact Measurement & Reporting
3 days → 1 hour
Regulatory Compliance Evidence
4 days → 2 hour
Investor Relations
Keep LPs informed and happy while your team focuses on relationships, not document production.
Limited Partner Reporting
5 days → 2 hour
Due Diligence Questionnaires (DDQs)
3 days → 1 hour
Side Letter Compliance
3 days → 1 hour
RFP Responses
4 days → 2 hours
Credit Review
IC Credit Memo
Portfolio Review
Borrower Overview
Credit Memorandum
Market Intelligence
Credit Review
IC Credit Memo
Portfolio Review
Borrower Overview
Credit Memorandum
Market Intelligence
FOCUS
Do the work that matters
Do the work that matters
Do the work that matters
Focus on what drives results and impact, not tedious work that buries you.
SPEED
Deliver outcomes in minutes, not days
Deliver outcomes in minutes, not days
Deliver outcomes in minutes, not days
Transform multi-day workflows into autonomous outputs - skip the data wrangling and report formatting.
SCALE
Do more with the
team you have
Evaluate 3x more opportunities and monitor entire portfolios - without additional headcount or burnout.
Built for how you work
Domain-specific AI trained on institutional finance—not generic AI
Transparent and auditable
No black boxes, total confidence
Complete audit trails for every insight so you always know every source and methodology.
Works with all
your data
Complete coverage. Zero blind spots.
Analyze your proprietary data or tap into 2M+ sources globally across 76 languages.
Delivers
Immediate ROI
For teams that have a bias for action.
Get outcomes in minutes with no complex setup or lengthy training.
Built for how you work
Domain-specific AI trained on institutional finance—not generic AI
Transparent
and auditable
No black boxes, total confidence
Complete audit trails for every insight so you always know every source and methodology.
Works with all
your data
Complete coverage. Zero blind spots.
Analyze your proprietary data or tap into 2M+ sources globally across 76 languages.
Delivers
Immediate ROI
For teams that have a bias for action.
Get outcomes in minutes with no complex setup or lengthy training.
Built for how you work
Domain-specific AI trained on institutional finance—not generic AI
Transparent
and auditable
No black boxes, total confidence
Complete audit trails for every insight so you always know every source and methodology.
Works with all
your data
Complete coverage. Zero blind spots.
Analyze your proprietary data or tap into 2M+ sources globally across 76 languages.
Delivers
Immediate ROI
For teams that have a bias for action.
Get outcomes in minutes with no complex setup or lengthy training.
Built for
How You Work
Domain-specific AI trained on institutional finance—not generic AI
Transparent and auditable
No black boxes, total confidence
Complete audit trails for every insight so you always know every source and methodology.
Works with all
your data
Complete coverage. Zero blind spots.
Analyze your proprietary data or tap into 2M+ sources globally across 76 languages.
Delivers
Immediate ROI
For teams that have a bias for action.
Get outcomes in minutes with no complex setup or lengthy training.
Trusted by the best. Proven by results.
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
Trusted by the best. Proven by results.
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
Trusted by the best. Proven by results.
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
“Auquan allows us to do the work of judgment and analysis rather than data collection. It bridges the access gap as well as the speed gap."
Head of Sustainability
Private equity firm with $40B+ in AUM
"This is the first time l've seen Al truly deliver in asset management. It works surprisingly well and produces real, tangible results."
Portfolio manager
Top 10 asset management firm by AUM“Having these reports pre-written is a huge advantage. My team spends no time gathering information now. They read these reports and focus on developing insightful conclusions.”
Head of Sustainability
Top 5 wealth management firm
"For the credit pre diligence side, Auquan suits our needs quite well. Before, we were dealing with a lot of false positives and false negatives, and missing important information."
Partner
Private equity firm with $30B+ in AUM"Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search."
Kunjal Gala
Head of Emerging Markets, Federated Hermes
"When it comes to tracking underreported smallcap company developments and risks, Auquan is our go-to solution."
Paul Jourdan,Portfolio Manager, Amati Global Partners
A 2025 Gartner® Cool Vendor
for Agentic AI in Banking & Investment Services
Learn More
A 2025 Gartner® Cool Vendor
for Agentic AI in Banking & Investment Services
Learn More
A 2025 Gartner® Cool Vendor
for Agentic AI in Banking & Investment Services
Learn More
A 2025 Gartner® Cool Vendor
for Agentic AI in Banking & Investment Services
Learn More
Enterprise-ready from day one
Security &
Compliance
SOC 2 Type II certified
ISO 27001 compliant
GDPR and CCPA compliant
No customer data used for training
End-to-end encryption
Access &
Control
Single Sign-On (SSO)
Multi-Factor Authentication (MFA)
Role-Based Access Control (RBAC)
Performance &
Reliability
API-first architecture
Enterprise-grade infrastructure
White-glove implementation
Ready to start focusing
on what matters?
Get started in minutes
Ready to start focusing
on what matters?
While you're buried in manual work, competitors are moving faster.
Get started in minutes. See results on day one.
See Auquan in Action