Deep work AI for finance.

Imagine you could infinitely clone your
best team members.

What more could you accomplish?

Let’s Find Out!

Trusted by the world’s leading financial services firms:

Recent use cases

Company ic memos

A Top 20 Global Bank

Generates up-to-date company memos from public and internal data to assess more deals by reducing the wait time for manual reports.

Risk monitoring

A top 5 Investment Bank

Continuously monitors global data in multiple languages to alert on credit risks that are otherwise missed in human monitoring.

KYB compliance

A Top 10 Insurer

Quickly auto-screens for sanctions, political exposure, lawsuits, and fines to cut manual work and speed up compliance.

ESG risk

A Top 5 Investment Firm

Uncovers hidden ESG risks in private companies, ensuring thorough due diligence despite lack of mandatory disclosures.

Transform the way your team works

Liberate your brightest minds to focus on what matters.

Your best team members waste ~80% of their time on manual, time-consuming research, monitoring, and reporting tasks.

New Deal Screens/Overviews

Your report

10 Hours

Auquan's report

5 Minutes

Increase deal top of funnel

Credit Memos

Your first draft

5 - 7 Days

Auquan's first draft

20 Minutes

Increase deal coverage

Investment Committee Memos

Your first draft

12 - 40 Hours

Auquan's first draft

20 Minutes

Accelerate deal velocity

Credit Portfolio Reviews

Your review

20 Hrs/month

Auquan's review

30 Minutes

Quick reviews amidst volatile interest rates

Fund & LP Reporting

Your effort

Comb through PPT, PDF, Excel, Emails, Word

Auquan's effort

Seamlessly process all formats

Deliver comprehensive LP reports with fewer headaches

Market and Competition Analysis

Your analysis

Limited sources and reports

Auquan's analysis

All relevant public and private sources

Stay informed on market shifts and competitors

Sector Performance

Your update

10 Hours

Auquan's update

5 Minutes

Instantly track sector trends for quicker decisions

M&A Provisions

Your draft

20 Hours

Auquan's draft

1 Hours

Speed up negotiations and deal closing

Deal Comparison

You

Limited historical deals

Auquan

Reviews every deal ever done

Instant comparisons across the entire deal universe

Covenant Monitoring

You

Focused on a few key covenants

Auquan

Reviews every financial covenant in credit agreements

Avoid breaches by catching all relevant covenants

Peer Benchmarking

Your benchmarking

4 - 6 Hours

Auquan's benchmarking

2 Minutes

Faster insights for quicker decisions

Business Involvement Screening

Your coverage

100 - 200 Sources

Auquan's coverage

2M+ Sources

Mitigate governance issues across your portfolio

ESG Due Diligence

Your research

News

Auquan's research

All relevant data sources

Uncover hard-to-find ESG risks in private companies

Sustainability Impact

Your impact report

10 Hours

Auquan’s research

10 Minutes

Comprehensive impact and SDG alignment for stakeholders

Regulatory Compliance Reports

Your check

40 Hrs/month

Auquan’s check

Continuous

Stay compliant with regulatory standards effortlessly

RFP / DDQ Responses

Your responses

5 Days

Auquan’s responses

1 Hour

Speed up responses to LPs — without compromising on detail

KYB Compliance Reports

Your check

Only for the company name

Auquan’s check

People, subsidiaries, locations, and alternative names

Accelerate onboarding and scale capacity

Risk Assessment

Your review

2 - 3 Languages

Auquan’s review

65+ Languages

Cover all bases and reduce risk

Adverse Media Monitoring

Your coverage

50 - 100 News Outlets

Auquan’s coverage

2M+ Sources

Uncover emerging risks early

AI purpose built for finance

It’s your business. Auquan gets it.

We leveraged our deep bench of expertise in finance and AI to automate complex workflows and eliminate manual knowledge work by 80% or more.

Private Equity
Private Credit
Asset Management
Investment Banks
Asset Owners
Insurance

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.

Deal Comparison

Instantly compare new deals with historical transactions to identify the best opportunities.

ESG Due Diligence

Integrate ESG factors into deal screening, monitor controversies, and standardize compliance with frameworks like UNGC and SFDR.

Respond to RFPs/DDQs

Quickly respond to RFPs and DDQs with previous responses, internal manuals and insights, reducing the manual effort required.

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.

ESG Due Diligence

Integrate ESG factors into borrower screening, monitor controversies, and standardize compliance with frameworks like UNGC and SFDR.

Fund Reporting

Streamline fund-level reporting by integrating data from various sources, ensuring accurate and timely reporting to LPs.

Respond to RFPs/DDQs

Quickly respond to RFPs and DDQs with previous responses, internal manuals and insights, reducing the manual effort required.

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.

Peer Benchmarking

Benchmark portfolio companies against peers based on financials, market position, and growth prospects for better portfolio optimization.

ESG Risk + Impact Reporting

Track ESG risks and sustainability impacts across portfolios, ensuring alignment with regulatory standards and sustainability goals.

Respond to RFPs/DDQs

Automatically populate RFPs and DDQs with previous responses to accelerate the response process.

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.

Operational Risk Monitoring

Continuously assess operational risks, including compliance, fraud, and system breakdowns, by analyzing internal and external data.

Meeting Collateral

Automatically generate meeting collateral for client discussions using data-driven insights and research.

Sustainable Finance

Incorporate ESG and sustainability factors into finance operations, ensuring compliance with sustainable finance regulations.

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.

ESG Due Diligence of GPs

Conduct thorough ESG due diligence on GPs, ensuring compliance with sustainability standards and monitoring for controversies.

Market + Competition Analysis

Analyze broad market and competitor data to inform strategic investment decisions.

Custom Workflow Automation

Automate fund reporting, risk assessments, and ESG monitoring to free up resources for high-priority investment decisions.

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.

ESG Risk + Impact Reporting

Monitor and report on ESG risks and sustainability impacts of investments, ensuring compliance with regulatory standards.

Adverse Media Monitoring

Track global media coverage in 76 languages to detect potential reputational risks before they escalate.

Custom Workflow Automation

Automate multi-stage processes like due diligence and compliance checks, allowing teams to focus on higher-value tasks

Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search.”

XYZ person, XYZ company

Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search.”

XYZ person, XYZ company

Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search.”

XYZ person, XYZ company

Auquan's unknown unknowns add a valuable thematic and local feel to our EM portfolios with a global footprint — without requiring us to search.”

XYZ person, XYZ company

Reclaim your time

The Auquan Difference

We leveraged our deep bench of expertise in finance and AI to automate complex workflows and eliminate manual knowledge work by 80% or more.

Generate complete draft reports from raw, unstructured data.

Slash costs by consolidating multiple data feeds.

Receive comprehensive, hallucination-free output.

Achieve instantaneous results with real time data processing.

Realize immediate ROI with turnkey workflows solutions.

Address your unique needs with workflow customization.

By the numbers

Stop chasing data and missing material insights. Start making better-informed decisions, faster.

Augment your internal data with unrivaled global intelligence and AI-driven insights categorized, ranked, and mapped to international frameworks — all tailored to your priorities.

Issuer Universe

550,000+

Public and Private Companies

Factories, mines, pipelines, plantations, dams, ports
Prompt Intelligence on any new name
All major global indices covered: equities, fixed income, multi-asset

Data Universe

2,000,000+

Public and Subscription Datasets

Global Media
Local News
Regulatory Updates
Government Agencies
Sanctions
Court filings / Lawsuits
NGOs
Patents & Permits

Framework Universe

Controversies and impact mapped to SFDR (PAI), SDGs, SASB, NGC, and modern slavery acts (UK, Australia, German Supply Chain Act)

Language Universe

65+ languages, native support for languages of top 30 countries by GDP + key supply chain locations

Enterprise ready

Auquan puts your success and security first.

Auquan is trusted by many of the largest and most regulated global financial institutions — and procurement teams love us.

SOC II Type 2

API Access

GDPR

Single Sign-On (SSO)

Product + Data Security

Enterprise Support + SLAs

In the media

Recognized leadership in AI for financial services

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Let’s Talk!

"This is the first time I've seen AI truly deliver in asset management. It works surprisingly well and produces real, tangible results."

Portfolio manager, a Top 10 asset management firm by AUM

"Having these reports pre-written is a huge advantage. Our analysts can spend less time gathering information and more time developing insightful conclusions."

Head of ESG, a 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."

Head of Sustainability, private equity firm with more than $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 small cap company developments and risks, Auquan is our go-to solution.”

Paul Jourdan, Portfolio Manager, Amati Global Partners