FAQs

Needl.ai is private enterprise AI for financial markets. Private equity and private credit teams use it for AI due diligence, from the data room to a cited investment committee memo. 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. Learn more about the platform and Trust and Security.

Needl.ai is retrieval-first and grounded in your own documents, so every answer is cited and traceable rather than generated from memory. It runs without a vector database and deploys privately. See how this works across our use cases.

Yes. Needl.ai runs in your own cloud account, on premise, or in a dedicated instance we operate. It follows the permissions of each source system and never trains on your data. Read more on Trust and Security and in our Privacy Policy.

Common workflows include AI Due Diligence, Credit Rating Report Generation, Compliance Event Monitoring, Relationship Manager Copilot, Financial Modeling, and Portfolio Monitoring.

Needl.ai supports Private Equity and Private Credit, Asset Management, Banking and Capital Markets, Wealth Management, and Credit Rating Agencies.

Needl.ai is built for grounded, citation-backed answers, with published results such as 97.24% accuracy on FinanceBench in a full-corpus test, described in the context infrastructure note. Explore real outcomes in our success stories.

Needl.ai connects to the systems your team already uses, including email, document stores, messaging, and CRM. See the full list on Integrations and Connectors.

The fastest way is to book a demo and see Needl.ai run on your own documents. You can also download our whitepaper.