We help financial teams keep up with
everything they have to read

Needl.ai is private enterprise AI for financial markets. It reads your data rooms, filings, research, email and drives, and answers the questions your investment, credit and research teams ask every day, with a citation behind every number.

Most of the work behind a financial decision is reading.

Read our technical notes

Filings, transcripts, research and data rooms arrive faster than any team can absorb them, and the detail that changes a view is often buried in the volume. Our founders met that problem from two sides. Kuntal Shah has spent nearly three decades as a value investor and faced it first-hand. Vikram Srinivasan, a computer scientist, co-founded the search company Zettata, which Target acquired, and then led data engineering and discovery at Target. They started Needl.ai in 2019.

Today Needl.ai runs in a firm's own cloud account, in a dedicated instance or in the Needl.ai cloud, follows the permissions the firm already sets, and never trains on its data.

The team in the office
Members of the team at Bengaluru Tech Summit 2024
The team in traditional dress at a festive meetup
A Needl.ai slide on stage at FLAME University
The team together on a sports turf
The team at an offsite

Join our team

The team works from New York, Santa Monica and Bengaluru, bringing engineers and researchers together with people who have spent their careers in finance.

  • Portrait of Vikram Srinivasan

    Vikram Srinivasan

    Co-founder and CEO

    PhD, UC San Diego. Formerly assistant professor at NUS, a director at Bell Labs in India and director of data engineering at Target.

  • Portrait of Kuntal Shah

    Kuntal Shah

    Co-founder

    Value investor for nearly three decades, Partner at Oaklane Capital Management, and a lecturer at IIM Ahmedabad and IIT Bombay.

  • Portrait of Jim LaChance

    Jim LaChance

    Executive Chairman

    Founder of the merchant bank BreakPoint Asset Management, with board roles at Energy XXI, Horizon Lines and Terran Orbital.

  • Portrait of Karthikeyan Balaji Dhanapal

    Karthikeyan Balaji Dhanapal

    Chief AI Officer
  • Portrait of Anubhav Gera

    Anubhav Gera

    SVP, Growth
  • Portrait of Aashish Dattani

    Aashish Dattani

    Principal Forward Deployed Engineer
  • Advisors

    People who have run portfolios, risk and credit, and built go-to-market for financial institutions.

  • Portrait of Anil Gandhi

    Anil Gandhi

    Market development and customer acquisition

    Has worked with the founders on go-to-market since the start, after leading brand strategy at HP.

  • Portrait of Ravi Narayan

    Ravi Narayan

    Startup ecosystems and innovation

    Two decades building startup ecosystems, accelerators and innovation networks.

  • Portrait of David Ford

    David Ford

    Investment and capital markets

    Co-founded the investment firm Latigo Partners, after portfolio management at Satellite Asset Management.

  • Portrait of Bharath Vasudevan

    Bharath Vasudevan

    Risk and credit

    Former Chief Risk Officer of Bajaj Finance, with earlier risk roles at Standard Chartered and Capital One.

Our values

Truth over hype

We claim only what we can defend with evidence, in the product and in how we talk about it. Every answer comes with its source, so it can be checked.

Earn trust every day

Customer data and confidence are earned continuously, never assumed. Needl.ai follows the permissions you already set and never trains on your data.

Depth over shortcuts

We do the hard, domain-specific work instead of the generic version that almost works. Our engineers learn how a desk works before building for it.

Common questions

What is Needl.ai?

Needl.ai is private enterprise AI for financial markets. It reads your data rooms, filings, research, email and drives, and answers the questions your investment, credit and research teams ask every day, with a citation behind every number.

When was Needl.ai founded, and by whom?

In 2019, by Vikram Srinivasan and Kuntal Shah.

Where does the Needl.ai team work?

The team works from Bengaluru, with offices in New York and Santa Monica.

Who does Needl.ai partner with?

AWS and Microsoft. Needl.ai has a Strategic Collaboration Agreement with AWS, building on its place in the AWS Pattern Partners program, and is listed on AWS Marketplace and Microsoft Marketplace. See Partners.

Does Needl.ai train its models on customer data?

No. Needl.ai never trains on customer data, and it follows the permissions you already set in each source system. See Trust & Security.

Partners and recognition

Needl.ai works with AWS and Microsoft, and appears in independent analyst research and benchmarks.

  • 2026

    AWS

    Strategic Collaboration Agreement, building on our place in the AWS Pattern Partners program.

    Read more
  • 2024

    Microsoft

    Featured by Microsoft as an AI First Mover.

    Source
  • 2024

    Everest Group

    Listed among enterprise search technology providers in its report on AI search.

    Read more
  • 2025

    S&P AI Benchmarks

    By Kensho. Matched the top score on the long-document question answering leaderboard.

    Read more