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Ai agents for Institutional finance

Eliminate manual work in credit, risk and other operations.

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30+ financial institutions trust us with their critical operations

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"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 on gathering information now. The 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

It’s your business. Auquan gets it.

Auquan autonomously completes financial services workflows end-to-end, liberating teams to focus on meaningful, high impact work.

IC Memo Generation

Generate investment committee memos faster with detailed information pulled from CIMs, VDRs, and previous deal memos.

Due Diligence

Respond to ad-hoc due diligence queries using financials, legal documents, expert network calls, broker research, and analyst reports.

Portfolio Monitoring

Continuously track KPIs, financial health, and risks across portfolio companies from management accounts and public data.

Credit Memo Generation

Create faster, more accurate credit memos from financials, borrower packs, VDR, and credit agreements.

Covenant Monitoring

Automatically track financial covenants in credit agreements to ensure borrower compliance and prevent breaches.

Credit Portfolio Reviews

Run frequent reviews of key KPIs, borrower health, and risks across portfolio companies from management accounts and public data, particularly during volatile rate environments.

Investment Thesis Generation

Automatically generate investment theses from market data, financial reports, and historical deal data to support decision-making.

Risk Assessment + Portfolio Monitoring

Continuously assess risk and monitor portfolio performance, leveraging market data and financial health indicators to detect early signs of trouble.

Market + Competition Analysis

Instantly analyze competitors and market trends using data from millions of sources, enabling faster and more informed investment decisions.

Research Report Generation

Generate detailed research reports from financial statements, market data, and analyst notes to support trading and investment decisions.

Deal Comparison + M&A Provisions

Compare deals and M&A provisions to identify the most advantageous transactions, ensuring better strategic outcomes.

Risk + Controversy Monitoring

Monitor financial, regulatory, and reputational risks across counterparties in real-time to stay ahead of potential issues.

Research Memos

Generate comprehensive research memos from market data, fund performance, and asset details to support investment decisions.

GP Portfolio Reporting

Automate GP portfolio reporting, integrating data from various fund managers to provide a holistic view of performance.

Controversy Monitoring

Track controversies and risks across the portfolio to ensure early detection and proactive management of reputational risks.

Risk Assessment

Perform comprehensive risk assessments using data from multiple sources, including financials, market insights, and property valuations.

KYB Compliance Reports

Auto-check company names, people, subsidiaries, locations, and alternative names for thorough KYB compliance.

Covenant Monitoring

Track all financial covenants in agreements to ensure compliance and prevent breaches that could negatively affect your portfolio.

Recognized leadership in AI for financial services

Auquan Recognized in the Emerging Market Quadrant for Generative AI Apps

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Interview with Chandini Jain, CEO of Auquan

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Why last week felt like 2021 in fintech

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Professional investors should not ignore the retail wave

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Auquan named Strategic Intelligence Provider of the Year at the Private Equity Wire

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Goldman Sachs, Capital One prep for self-driving AI agents

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Start focusing what matters

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