A force multiplier for your investment team, lowering cost per AUM while sharpening every decision.
The models and the data are the same for everyone. Your edge is the context layer on top, and that is what Needl.ai builds for you.
Built for finance and private markets, so it reads filings, deals and covenants without a lot of prompting to set up.
Every answer is grounded in a real source and shown with a citation, so your team can check and defend each number.
One engine for two jobs: quick retrieval for analysts and deeper causal reasoning for fund managers, backed by 7 patents.
Runs inside your own environment, under your permissions, with nothing sent out. Bring your models, cloud or on-prem.
Reasons through the information with root-cause analysis and scenario planning, built for how portfolio managers work.
Powerful, and interchangeable.CommodityDifferent data, different stakes. Needl.ai adapts to the workflow behind each one.
What financial teams report after putting Needl.ai to work.
Big Four consulting firmBig 3 Ratings AgencyBig Four consulting firmBig 3 Ratings Agency“We did in one week what previously took three months. The quality held up and the causal analysis surfaced risks our team hadn't identified yet.”
“Needl.ai reduced our analyst effort by more than 60%, while improving the accuracy and turnaround time of the reports we produce every day.”
“Needl.ai has gone above and beyond in delivering value. We are already interested in expanding its scope across the company.”
“Needl.ai gave us enterprise-grade assurance, no compliance risks, no shadow AI, and complete control over our data environment.”
“We stopped second-guessing the output. Almost every answer comes back with a citation we can open and verify, so a review that used to take hours now takes minutes.”
“Reports that used to take a week now turn around in a couple of days, without losing the depth our investment committee expects.”
Every answer comes back with a source you can check, so the work one desk produces holds up for the next.
Ask in plain English and get a precise answer from your email, drives, wikis, and research, with every claim backed by a source.
Automate report summaries, filing summaries, and credit memos, source-linked to the templates your team already uses.
Real-time scanning across news, filings, regulators, and the web, ranked and routed to the right desk.
Needl models the forces behind market moves and risk, separating correlation from cause, so your committee can act on reasoning it can explain.
Needl.ai unifies structured and unstructured data, from internal systems and databases to regulators and the web, into one governed, permission-aware layer.
Plus dozens more, or bring your own through the Needl.ai API.
See all integrationsNeedl.ai runs inside your perimeter and never trains shared models on your data. Independent audits and certifications cover data protection, privacy and AI governance.
The secure context engine for financial markets. Cited, decision-ready intelligence, deployed in your own environment.
Private by design