Auquan autonomously completes workflows end-to-end with AI agents in credit, risk and other operations for hedge funds, private markets firms and investment banks.

Use cases include:

Memo generation such as investment committee memo and credit memos, with detailed information pulled from various sources such as market data, CIMs, VDRs,borrower packs, credit agreements, historical deal data and previous 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.

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

Market and Competition Analysis Instantly analyze competitors and market trends using data from millions of sources, enabling faster and more informed 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.