Agentic Workflows for Institutional Finance
From raw data to ready-to-review outputs.
Auquan handles the manual execution work. Your team owns the judgment.
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 minutes. One full company report.
In production across institutional finance.
40%
40%
of top 50 global firms
of top 50 global firms
of top 50 global firms
$1T+
$1T+
assets analyzed
assets analyzed
100K+
100K+
hours given back
Top 50 clients
hours given back
Financeprofessionalsspend32+hoursperweekonmanualwork.
Auquan eliminates it.
Auquan eliminates it.
From data to ready-to-review outputs.
Eliminate manual execution work.
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Built for institutional finance. Designed for the workflows your teams run.
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
Built for institutional finance. Designed for the workflows your teams run.
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
Built for institutional finance. Designed for the workflows your teams run.
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.
What our customers say.
“Auquan enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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 enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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 enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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 enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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
What our customers say.
“Auquan enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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 enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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 enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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 enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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
What our customers say.
“Auquan enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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 enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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 enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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 enables us to stay ahead of ESG and bespoke risks for credit issuers in emerging and international markets, where information is difficult to source from foreign or less obvious channels. These insights complement the detailed due diligence performed by our team, both ahead of new issuance and as part of our ongoing re-underwriting process.”
Director of Research, Top 25 Global Asset Manager ($1T+ AUM)
“We partnered with Auquan to improve the efficiency and coverage of our analysis of potential controversial business involvement at our assets and to assist with the implementation of our clients’ exclusions criteria. Robust due diligence and ongoing monitoring is a key part of meeting client commitments and being a responsible steward of our client funds. As a result, we have been able to provide much more advanced reporting to our clients on demand.”
Christina Rehnberg, ESG Director, Delancey
“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
What your security team will ask.
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
Single-tenant deployment options
Dedicated implementation team
See Auquan work on real workflows.
Get started in minutes
See Auquan work on real workflows.
Watch Auquan generate a full company report on a name you choose.
Book a 15-minute walkthrough