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Trove AI |
https://trove.pe/ |
Documents Processing, Investment Research (Private), Conducting Due Diligence, Memos and Reports Creation |
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Company Due Diligence, Investment Research / Deal Sourcing |
0 |
Trove AI provides AI-driven solutions for private equity and hedge funds. Their platform centralizes institutional knowledge into a single AI-powered hub, enabling complex research, analysis, and memo drafting tasks. Trove AI’s agents extract deep and accurate insights from firm-specific data and handle messy internal data through a specialized knowledge graph. The solution is deployed entirely within the client’s environment.
Trove AI is out-of-the-box. No need to manually upload docs, clean data in advance, or do a heavy implementation.
Trustworthy, explainable output
Trove AI verifies its output for accuracy and always includes inline citations that link directly to the underlying source.
Use cases include:
**Deal Sourcing**
Discover high-potential investment opportunities hidden within your firm’s data. Compare financials and metrics side-by-side with similar deals for better insights.
**Due Diligence**
Quickly search and analyze large volumes of data room files to assess deals more efficiently. Quickly access relevant past deals or examples from your firm’s data for smarter decisions.
**Customer Call Synthesis**
Summarize key insights from customer calls, turning raw notes into actionable data.
**Memo Drafting**
Build memos, 1-pagers, emails, and other documents in your exact style and format.
**Portfolio Reporting**
Automate portfolio tracking and instantly generate comprehensive performance reports.
**Market Research*
Synthesize market trends and competitor data to guide informed investment decisions.
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San Francisco |
USA |
2023 |
HF | PM |
Private Cloud (GCP or Azure) |
Approximately 3 employees |
$7.1M |
Seed |
Oct 2025 |
$8.6M |
Data is encrypted in transit and at rest. Mako AI is **SOC 2 II** certified. Mako deploys in your firm’s environment to ensure your data stays in your VPC.
For further information, see https://www.makoai.com/security |
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LLMs / RAG, AI Agents, Knowledge Graphs |
Mako uses OpenAI’s APIs for model inference, and they can also use the Azure OpenAI service. They have a signed enterprise Data Processing Addendum (“DPA”) that governs how OpenAI processes Mako customer data.
Your data is not used for training AI models. |
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16Oct25 |
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Plural AI |
https://www.plural.ai/ |
Source Data Management, Documents Processing, Investment Research (Public), Investment Research (Private), Investor Relations Support, Conducting Due Diligence, Memos and Reports Creation, Fund/LP/GP Reporting, Monitoring Portfolio Companies |
|
Portfolio Management, Investor Relations / Fund Raising, Company Due Diligence, Investment Research / Deal Sourcing |
1 |
Plural AI is an AI-powered deal analysis platform for private capital markets.
Plural AI builds specialized AI tools for private equity and private debt professionals. |
Plural AI’s platform, which is essentially a finance-specific **Integrated Deal Environment(IDE)**, combines LLMs with purpose-built interfaces and structured financial data to accelerate deal analysis and decision-making.
See here for a **[presentation](https://docsend.com/view/j8u9yz827batu8p5
)**.
This enables analysts to:
– Execute standardized research workflows across deal documents
– Apply consistent question sets for systematic information extraction
– Capture and organize notes while reviewing documents
– Draft and generate reports and other documents with automated insights
A typical user of Plural AI evaluates 200+ deals a year and reads 500 documents a month with only hours allocated per opportunity. By dramatically accelerating their analysis, they enable better investment decisions while expanding capital access for companies seeking funding:
– Creation of an IC memo in 3 days (from 2 weeks)
– 40% reduction in missed DD red flags (hence faster declines)
– A deal team can expect to have 3x higher deal volumes |
Live chat (for online support and questions) |
London |
UK |
2018 |
HF | PM |
Public Cloud, Virtual Private Cloud (VPC), Private Cloud
GCP (UK, Ireland), AWS (UK, Ireland), Microsoft Azure (Netherlands);
Plural AI is able to accommodate clients with specific data sovereignty requirements. |
Approximately 10 employees |
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**ISO27001** certified. UK GDPR compliant
Encryption of data at rest and in transit using AES-256 and TLS 1.2 or higher.
Regular security assessments, penetration testing, and compliance audits.
Implementation of least privilege principle and regular access reviews. |
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MS (SharePoint etc.), DealCloud, various data providers (incl. FactSet)
Additional integrations available upon request. |
Depending on the use case, Plural AI offer either:
– SaaS subscriptions (with several tiers depending on features and access), or
– fixed enterprise access fee and usage-based costs
Onboarding and support/maintenance packages available.
A typical client engagement starts at £25k+ per year. |
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LLMs / RAG, AI Agents, Knowledge Graphs, Mathematical Analytics |
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Camille Rougie, CEO; camille@plural.ai, |
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5Aug25 |
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HUB |
https://www.hub.com/ |
Source Data Management, Documents Processing,
Post-trade Workflow Automation |
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Operations / Finance, IT / Information Management |
0 |
HUB, a joint-venture between PIMCO, Man Group, State Street, IHS Markit, Microsoft and McKinsey, empowers asset managers and hedge funds to address mission-critical operational challenges across middle and back office functions, delivering a suite of flexible and modular products for fund operations, reporting, and trade management.
HUB’s cloud-native technology connects and optimizes various internal and external data sources, eliminating the traditional boundaries between middle and back office systems. This enables teams to independently manage, query, govern, and distribute data across operational workflows. HUB’s solutions are tailored to enhance business scalability with flexible adoption, quick onboarding, and a focus on delivering rapid return on investment (ROI).
Key Benefits of HUB’s Products:
**Replace Manual Processes:**
HUB automates repetitive tasks, reducing reliance on manual work and streamlining operations.
**De-risk Operations:**
With trusted, governed data and embedded collaboration tools, HUB minimizes errors and increases operational reliability.
*Expand Data Access:**
HUB breaks down data silos, offering teams greater access to controlled, reliable data, which enhances decision-making and responsiveness.
**Drive Growth:**
HUB’s automation and streamlined systems allow businesses to scale efficiently, supporting both competitive advantage and service enhancement. |
**HUB Foundation:** The platform underpinning their flexible and modular products that provides a decentralized view of your operational data, helping you to identify risks faster and make informed decisions with confidence.
**HUB Operations.**
Simplify the process of operational and financial data preparation with automated matching, a unified portfolio view, and streamlined workflows for NAV, valuations, and performance reporting:
**HUB Fund Operations:** Manage your daily, weekly and monthly fund operations processes including reconciliations, cash & collateral management, factsheet production.
**HUB NAV Oversight:** Manage your NAV oversight workflows, reduce manual processes, and improve the accuracy of your NAV.
**HUB Trading Operations:** Manage trading operations across multiple trading teams, time zones, and meet all your custom reporting needs.
**HUB Performance Reporting:** Maximize your performance reporting team’s productivity, and adapt to new reporting needs simply and easily.
**HUB Position Oversight:** Automate matching of instruments, positions, and valuations, managing exceptions through collaborative workflows. Integrate fund admin data to create a single portfolio view.
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London |
UK |
2021 |
HF | |
Azure |
Approximately 127 employees |
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**SOC2 I** certified |
PIMCO, Man Group, State Street, IHS Markit, Microsoft, McKinsey |
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22Jun25 |
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Alexandria Technology |
https://www.alexandriatechnology.com/ |
Documents Processing, Investment Research (Public), Predictive Analytics |
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Portfolio Management, Risk Management, Investment Research / Deal Sourcing |
0 |
Alexandria Technology specializes in transforming large volumes of text into actionable data using advanced Natural Language Processing (NLP). Their services include analyzing company news, financial statements, earnings calls, and social media for institutional investors. Alexandria Technology uses machine learning to analyze and classify unstructured text. Their classification systems are trained by research analysts currently working in the investment industry, allowing users to apply domain expertise and contextual understanding to large volumes of text in milliseconds. |
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NY |
USA |
2012 |
HF | |
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11-50 employees |
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Dow Jones, FactSet, Nikkei, Northfield, Morningstar, Benzinga, MT Newswires |
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LLMs / RAG, Predictive / Classical AI |
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23Jun25 |
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MDOTM |
https://www.mdotm.ai/ |
Investment Research (Public), Memos and Reports Creation, Predictive Analytics, Portfolio Analytics |
|
Portfolio Management, Risk Management, Investment Research / Deal Sourcing |
0 |
MDOTM uses generative and analytical AI to provide asset allocation and portfolio management solutions. Their services include AI-driven insights for portfolio rebalancing at scale and automated portfolio reporting. |
**Sphere:** platform that leverages Analytical & Generative AI to deliver forward-looking investment insights, help institutional investors build and rebalance portfolios at scale and get automated reporting and commentaries on their portfolios’ positioning. |
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London |
UK |
2015 |
HF | |
|
Over 100 employees |
€6.2M |
Series B |
Sep 2021 |
$9.6M |
|
Noonum, [WealthAI](https://www.mdotm.ai/news/wealthai-and-mdotm-ltd-announce-partnership-to-deliver-ai-driven-investment-capabilities-for-wealth-managers) |
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LLMs / RAG, Predictive / Classical AI, Mathematical Analytics |
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28Jul25 |
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MatLogica |
https://matlogica.com |
Portfolio Analytics, Coding / IT Infrastructure |
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Risk Management, Quant / Research |
0 |
MatLogica offers high-performance computing solutions designed to optimize complex financial models and simulations. Their technology enhances computational efficiency, reducing processing times for risk management and quantitative analysis. MatLogica’s platform supports large-scale data processing and real-time analytics, enabling more accurate decision-making. They provide tools for advanced algorithm development and deployment, ensuring robust performance in demanding financial environments. |
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London |
UK |
2020 |
HF | |
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Approximately 8 employees |
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Tachyum |
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Mathematical Analytics |
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6Feb26 |
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FINBOURNE |
https://www.finbourne.com |
Source Data Management, Documents Processing, Trading Analytics, Post-trade Workflow Automation |
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Portfolio Management, Risk Management, Trading, Operations / Finance, IT / Information Management |
0 |
|
Liberated Unified Secure Investment Data-machine (**LUSID**) ingests, aggregates, and makes sense of all your data, creating a single, clean, and reconciled source of truth
**Luminesce** aggregates the latest data from any source and shares it in any format and, in real-time, to the systems and end users that need it
**Horizon** connects FINBOURNE clients with the wider financial market ecosystem
**Workflow:** Streamline, orchestrate and co-ordinate every process. |
|
London |
UK |
2016 |
HF | PM |
AWS, Azure |
Approximately 269 employees |
$71.9M |
Series B |
Sep 2024 |
$162M |
FINBOURNE maintains appropriate technical and organizational security measures to safeguard personal data against unauthorized or unlawful processing, accidental loss, disclosure, destruction, or damage. They employ Role-Based Access Control (RBAC) and Multi-Factor Authentication (MFA) for system access. Firewalls are configured according to industry best practices and regularly checked. All data is encrypted at rest and in transit using industry-standard protocols. They conduct regular external security audits and maintain incident management policies. FINBOURNE will not keep personal data longer than reasonably necessary to fulfill the purposes described in their Privacy Policy or as needed to meet legal and governance obligations. Upon termination or expiry of an agreement, they will securely return, delete, or destroy all customer data, except for any personal data required to be stored by Data Protection Laws.
**SOC2 II** compliant. See for further information [here](www.finbourne.com/terms-conditions/data-processing-agreement/) and [here](www.finbourne.com/security/). |
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LLMs / RAG, AI Agents, Agentic AI |
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28Jul25 |
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 |
Scalata |
https://scalata.ai/ |
Documents Processing, Memos and Reports Creation, Portfolio Analytics, Team Collaboration / Organisation |
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Portfolio Management |
0 |
Scalata is an AI-driven finance automation platform tailored for the credit industry. It transforms complex analysis processes, reducing weeks of work to mere hours. The platform automates the entire credit lifecyclefrom data ingestion to decision-making. Scalata converts unstructured data into actionable insights, readily available through personalized feeds and UI widgets. |
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USA |
2022 |
HF | PM |
|
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$30M |
Pre-Series A |
Jun 2025 |
$30.5M |
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Basic: $0/month (Free for 3 months) – Silver License: $1,000/month – Gold License: $2,000/month – Platinum License: $4,000/month; Yearly Pricing: – Silver License: $12,000/year – Gold License: $24,000/year – Platinum License: $48,000/year |
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LLMs / RAG, AI Agents, Mathematical Analytics |
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1Jul25 |
|
|
 |
Scalar Field |
https://scalarfield.io/ |
Investment Research (Public) |
|
Investment Research / Deal Sourcing |
0 |
Scalar Field is an AI research assistant designed to explore trading ideas. Their platform empowers traders and researchers to delve into a plethora of data, uncovering insights that can drive profitable decisions. With Scalar Field, you can backtest your ideas. |
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Seattle, WA |
USA |
2025 |
HF | |
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3 employees |
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LLMs / RAG, AI Agents |
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3Jul25 |
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FIXParser |
https://fixparser.dev/ |
Trading Analytics, Coding / IT Infrastructure |
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Trading, IT / Information Management |
0 |
FIXParser delivers state-of-the-art capabilities for building intelligent, automated trading systems.
FIXParser is an AI-First TypeScript library for FIX Message Integration. FIXParser empowers LLMs and AI agents to seamlessly interact with trading infrastructure—send orders, receive market data, and manage FIX sessions with confidence and speed. Their AI-first architecture empowers intelligent agents to listen to markets in real time, reason contextually, and execute trades securely—directly over FIX.
This unlocks a new era of agentic trading where natural language drives precise, low-latency execution. |
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London |
UK |
2025 |
HF | |
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LLMs / RAG, AI Agents, Agentic AI |
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3Jul25 |
