Investment memosin minutesnot weeksin minutes, not weeks
AI-powered due diligence for investment banks, hedge funds, and VCs. Analyze financial documents, generate investment memos, and accelerate decision-making.
From raw filings to structured insight you can defend
Upload PDFs and turn them into a searchable, cited knowledge base. The pipeline extracts tables, highlights material changes, and preserves context for investment-grade analysis.
AI extraction
Tables, KPIs, and footnotes structured automatically.
Citable evidence
Every insight links back to the exact source section.
Private storage
Documents stay in your S3/MinIO bucket.
Configurable pipeline
Tune parsing and chunking to your research style.
Ask questions, get answers you can bring to committee
Every response is grounded in your documents with citation anchors and page-level context. Analysts can validate answers in seconds and move faster without losing rigor.
Evidence-first
Citations mapped to exact document sections.
Context aware
Multi-turn memory across a full data room.
Decision-ready
Highlights deltas and material risks fast.
IC-ready memos in minutes, not weeks
Generate structured investment memos with clear sections, embedded evidence, and a consistent voice across the team. Use templates that match your house style and adjust them for each deal.
Structured
Sections for thesis, KPIs, risks, and valuation.
Fast
Drafts in under five minutes once parsing completes.
Consistent
Reusable prompts keep tone and format aligned.
A complete equity research workflow
From ingesting filings to delivering committee-ready outputs, FinAnalytica keeps every step structured, auditable, and fast.
- Ingest
- Parse + extract
- Ask + cite
- Draft memo
- Review + ship
Deployment control
Run on Docker, Dokku, or Kubernetes with your preferred storage and network policies.
Model governance
Switch or lock models by workflow stage to meet compliance standards.
Multi-source context
Blend filings, transcripts, and internal research in a single workspace.
Audit-ready outputs
Every answer links back to the source page. Analysts can jump directly to context and validate quickly.
Designed for teams
Align analysts and associates with consistent memo structure, consistent prompts, and shared context.
10x your research productivity
Analysts spend more time on judgment and less on manual extraction. The result: faster coverage, fewer errors, and clearer investment recommendations.
| Metric | Traditional | FinAnalytica |
|---|---|---|
| Analyst hours / memo | 10.5 hrs | 1.2 hrs |
| Coverage per week | 2-3 companies | 8-10 companies |
| Revision cycles | 3-4 | 1-2 |
Flexible AI infrastructure
Choose the models and deployment that fit your compliance requirements. Swap providers without rewriting your workflows.
LLM agnostic
Provider agnostic
Deployment options
Build a faster, defensible research process
Launch a pilot in days, not months. Keep your data in your environment and scale to the rest of your team when you are ready.
Start in the cloud and explore the full workflow today.
Security review, deployment design, and tailored support.
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