Needl.ai

Your Private Enterprise AI for Financial Markets

A force multiplier for your investment team, lowering cost per AUM while sharpening every decision.

Watch Needl.ai run each workflow

Deal Team · Private Equity

Full due diligence including a full IC memo in under an hour

Drop a data room with 100s of files and get a cited go/no-go read before the IC meeting.

01Ingests the full data room
02Benchmarks financials, flags risks
03Compiles a cited IC memo draft
Click a step to trace it in the live output →
0x
Faster
$0K
Effort saved / deal
Explore Automated Due Diligence →
IC MEMO · PROJECT ATLAS
LIVE
Scanning 300+ data-room files…
Projected vs. realistic EBITDA
$20M
Mgmt
projection
$2M
Needl
estimate
$3.6M
Sector
comp
01Revenue CAGR 18% over 3 yearsPositive
02Model projects $20M vs $2M realisticFlag
03Customer concentration at 42%Flag
Credit Analyst · Rating Agency

Credit memos from days to under a day

Filings in, an audit-ready draft out, with the citation trail intact.

01Ingests filings and financials
02Drafts a memo with a trust score
03Analysts review flags, not blank pages
Click a step to trace it in the live output →
0%
Less effort
0
Companies
Explore Credit Rating Reports →
CREDIT MEMO · MERIDIAN
LIVE
Extracting filings and financials…
0%
Automated trust score
Debt / EBITDA, vs. sector median
4.8x
Meridian
3.6x
Sector
median
3.1x
Peer
low
01Revenue CAGR 14.2%, infra-ledPositive
02Debt/EBITDA 4.8x vs 3.6x medianFlag
03FY27 EBITDA guidance revised upPositive
Compliance · Surveillance

Material events, caught as they break

Ranked, classified alerts across 20,000+ sources, not keyword noise.

01Monitors 20,000+ regulatory sources
02Classifies material events
03Routes prioritized alerts
Click a step to trace it in the live output →
0%
Effort saved
20,000+
Sources
Explore Compliance Monitoring →
EVENT FEED · LIVE
LIVE
Cross-referencing 20,000+ sources…
Flagged events by severity, today
3
High
5
Medium
4
Low
12
New today
60%
Noise cut
01Rating downgrade: Meridian CorpHigh
02New 8-K filing flaggedWatch
03Sector sentiment shift, energyInfo
RM · Wealth Management

Checked answers before every meeting

Suitability-guardrailed, cited answers in seconds, not an hour of prep.

01Retrieves factsheets and house view
02Checks against mandate and risk
03Returns a cited answer
Click a step to trace it in the live output →
0%
Accuracy
Seconds
vs an hour
Explore RM Copilot →
ASKNEEDL · CLIENT PREP
LIVE
Checking mandate and suitability…
95%
Accuracy
3
Checks run
QIs this bond suitable for a conservative client?
·Cross-checking mandate, risk profile, concentration
AWithin mandate. Flag: sector cap at 18%.2 sources
Analyst · Buy-side

First-draft models, every cell sourced

Historicals pulled and templated, so you start on judgment, not setup.

01Pulls historicals from filings
02Populates your model template
03Flags assumptions to review
Click a step to trace it in the live output →
0%
Faster
0%
Cells sourced
Explore Financial Modeling →
MODEL · DRAFT
LIVE
Pulling 3 years of historicals…
Model template, populated from filings
Model, $M
FY24
FY25
FY26
FY27E
Revenue
412
470
548
631
EBITDA
88
104
129
152
Margin %
21.4
22.1
23.5
24.1
Free cash flow
54
61
73
86
50%
Faster
100%
Cells sourced
01Historicals FY24 to FY26 pulled from filingsSourced
02FY27E projected from linked driversReview
034 assumptions flagged for reviewReview
Research · Asset Management

Coverage notes in minutes, in your voice

Models, transcripts, and prior coverage turned into a first draft.

01Ingests model and transcripts
02Continues the existing thesis
03Drafts the note, source-linked
Click a step to trace it in the live output →
0%
Less manual
Minutes
vs half a day
Explore Analyst Note Generation →
NOTE · DRAFT
LIVE
Reading model and transcripts…
Consensus EPS estimate, revision trail
+6%
+6%
EPS revision
3
Sources
01Thesis continued from last quarterContext
02EPS estimate revised +6%Positive
03Risks section drafted, cited3 sources
Trading Desk

Price-moving signals the moment they break

Ranked signals across 20,000+ sources, before the move is priced in.

01Aggregates 20,000+ sources
02Ranks signals by relevance
03Alerts ahead of the wire
Click a step to trace it in the live output →
$0K
Single trade
0 min
Lead vs wire
Explore Trading Intelligence →
MARKET INTEL · LIVE
LIVE
Scanning 20,000+ live sources…
10Y Treasury Yield, last 60 minutes
+8bps
+8bps
Move post-signal
12 min
Time to move
45 min
Lead vs wire
01Fed signals earlier-than-expected pivotHigh
0210Y Treasury +8bps within 12 minutes
03Desk position flagged for reviewActioned
Portfolio · PE / Credit

Always-on watch across the book

Early warnings before they escalate, routed to the owning analyst.

01Tracks financials, news, filings
02Flags early warnings
03Routes to the owning analyst
Click a step to trace it in the live output →
0%
Effort saved
Always-on
vs quarterly
Explore Portfolio Monitoring →
PORTFOLIO WATCH · Q3
LIVE
Cross-referencing exposures…
Counterparty exposure by sector, QoQ
+1.2%
S1
+0.4%
S2
−0.6%
S3
+6.1%
S4
+0.9%
S5
25
Reviewed
2
Flagged
01Sector 4 exposure up 6.1% QoQFlag
02No single-name breach in top 25Clear
03Two counterparties on downgrade watchFlag

Winning firms don't compete on models.

Everyone buys the same models and the same data. Your advantage is the context layer on top: 97%+ accurate with every answer sourced, and the decisions it lets your team own.

Public LLMs surface information. Needl reasons through it, with root-cause analysis, scenario planning and decision intelligence for portfolio managers.

Runs inside your environment, under your permissions, with zero external exposure. Bring your own models, any cloud or on-premise.

97%+ accuracy, with every answer grounded in a source. Needl never assumes and never fills gaps, so your team can defend every number.

A retrieval layer for every analyst and Causal AI for portfolio managers. One engine, from fast answers to root-cause reasoning, backed by 7 granted patents.

Deep understanding of finance, private markets and enterprise complexity, built into the platform rather than prompted on top of a generic model.

The context layer
Layer 5Investment JudgmentThe calls your partners are paid to make. Conviction, IC decisions, the thesis. This edge stays yours.Where you win
Layer 4Scenario IntelligenceSee the downside before it lands. Stress tests, covenant and portfolio monitoring across the whole book.Needl.ai
Layer 3Context IntelligenceEvery answer sourced and current. Your firm's knowledge, instantly retrievable and defensible.Needl.ai
Layer 2Data InfrastructureVDRs, CRM and market data. You need it, but so does every rival on the street.Commodity
Layer 1Foundation ModelsGPTClaudeGeminiLlamaMistralPowerful, and completely interchangeable.Commodity

Outcomes from real deployments

What financial teams report after putting Needl.ai into production.

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.
MD
Managing Director
US Private Equity Firm
12×
Faster Due Diligence
Needl.ai reduced our analyst effort by more than 60%, while improving the accuracy and turnaround time of the reports we produce every day.
CA
Chief Analytics Officer
Global Ratings Agency
60%
Efficiency Gain
Needl.ai has gone above and beyond in delivering value. We are already interested in expanding its scope across the company.
TD
Trading Desk Executive
Institutional Trading Desk
$250K
Impact Delivered
Needl.ai gave us enterprise-grade assurance, no compliance risks, no shadow AI, and complete control over our data environment.
CI
Chief Investment Officer
Fortune 500 Company
100%
Secure & Compliant
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.
MD
Managing Director
US Private Equity Firm
12×
Faster Due Diligence
Deployed across leading firms
GrayArch PartnersScotia Wealth ManagementOaklane Capital ManagementA Big Four consulting firm

Four capabilities. One retrieval-first architecture.

Every capability shares the same grounded, citation-backed foundation, so intelligence generated in one workflow is trustworthy in the next.

Surface what your deal notes said about this sector

Connect drives, email, CIMs and prior diligence into one searchable layer, then ask across years of deal history and get a direct answer with its source.

  • Every answer linked to its source document and page
  • Runs across all your connected enterprise sources
Explore Knowledge Management →
Deployment Benchmarks
0%
Answer accuracy
0%
Source citation coverage
Full
Queryable audit trail
10 hrs
Saved per analyst each week

Credit reports and IC memos, drafted in minutes

Generate structured, house-style reports straight from your data room, with every figure and claim linked back to its source.

  • Formatted to your existing templates
  • Every claim citation-linked for fast review
Explore Report Automation →
Deployment Benchmarks
0%
Analyst effort reduction
0%
Trust score coverage
$750M
Ratings-agency client, part of an $85B group
< 10 min
Report draft turnaround

Track every filing and rating action in your coverage

Monitor filings, rating actions, earnings and news across the names you follow, and Needl.ai flags what's material.

  • Early alerts routed to the right desk
  • De-duplicated and ranked by relevance
Explore Market Intelligence →
Deployment Benchmarks
$250K
Single-decision value captured
$10B
Market cap of our trading-desk client
< 60s
Alert-to-desk latency
20,000+
Sources monitored

Trace why a portfolio company missed

Decompose a miss into its drivers, then simulate scenarios to see how each one moves the forecast.

  • Explainable causal chains, not black-box scores
  • Scenario modelling grounded in precedent
Explore the Architecture →
Deployment Benchmarks
0%
Causal chain explainability
0%
Committee adoption rate
15 yrs
Scenario model history coverage
Full
Reasoning audit trail

Connects to the tools your team already runs on

Email, drives, chat, CRM and data warehouses. Needl.ai brings every source together so it stays searchable, current and monitored in one place.

Gmail
Gmail
Outlook
Outlook
Drive
Drive
SharePoint
SharePoint
Slack
Slack
Teams
Teams
Dropbox
Dropbox
Box
Box
Salesforce
Salesforce
HubSpot
HubSpot
Snowflake
Snowflake
+ API
+ API

Plus dozens more, or bring your own through the Needl.ai API.

See all integrations
Security & Compliance

Enterprise-grade, by design

Needl.ai runs inside your perimeter and never trains shared models on your data. Independent audits and certifications cover data protection, privacy and AI governance.

Runs in your environment, your access controls
Zero data leakage, no shadow AI
Independently audited and certified
Explore Trust & Security