Built for the investment desk
We bring together the filings, transcripts, research, and internal knowledge you already rely on, then run AI across them to surface the detail that moves a thesis. Every answer cited, in your environment.
The hardest part of a decision is reading everything that informs it
Filings, transcripts, research, data rooms, and expert calls pile up faster than any team can absorb, and the detail that moves a thesis hides somewhere in the volume.
Needl.ai was built to close that gap, so investment teams spend their hours deciding, not searching.
One workspace where every document is searchable and cited
An investment team's edge comes from its information, and from how fast it turns that information into conviction.
Our vision is a single layer where every filing, model, and conversation is instantly answerable and traceable, so the people closest to the decision see what matters and the evidence to stand behind it.
The road so far
What drives our mission
Cited, always
Every claim links back to its source. No black boxes, no guesswork.
Private by default
Your data stays in your perimeter and never trains shared models.
Built for the desk
Designed around how investment teams actually research and decide.
The people who started Needl.ai
A physicist turned computer scientist with a PhD from UC San Diego and an ME from IISc. Former professor at NUS, researcher at Nokia Bell Labs, and Director of Data Engineering at Target, which acquired his startup Zettata. Holds seven granted patents.
A value investor of nearly three decades and Partner at Oaklane Capital, with deep grounding in behavioral finance and long-term compounding. Guest faculty at IIM-Ahmedabad and the IITs. Brings the investor lens to how teams reach conviction.
Guiding the mission
Over 40 years in high-yield, distressed, PE, and private credit, with multiple board chairmanships. Former Partner at Post Advisory Group, an $8B LA investment firm.
Four decades at the frontier of AI, from neural networks to causal intelligence, grounding the science behind every cited answer.
Advises on product direction and the platform architecture behind Needl.ai, shaping how it scales from data architecture to experience.
Building Needl.ai every day
Published ML researcher leading Needl.ai retrieval and agentic systems, owning the science behind every cited answer.
Leads go-to-market and growth across financial institutions, partnering closely with asset managers and banks.
Turns research into a reliable, private, enterprise-grade platform, bridging science and production.