Financial services

Features

AI-powered solution for managing complex information in portfolio companies and live transactions

Portfolio managers deal with a constant flow of disparate reporting and data. Automate data extraction, standardisation, reporting and structured warehousing on thousands of documents and datasets, from investment proposals to board packs and ESG questionnaires.

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Collect portfolio company reporting at scale

Drag and drop documents from investee companies, counterparties and live processes, and use AI to classify reports, extract important information and enforce governance at scale.

Aggregate other datasets

Include financial and operational datasets, subscription data, government legislation and benchmarking information.

Generative business intelligence

Report on intelligence locked in 1000’s of documents within the service, deliver through service sites or roundtrip outcomes via your own PowerBI API as natural language reports.

Drive improvement

Validate data, improve reporting, enforce governance, identify risks.

Tailor-fit solution in a box

Extraction

Extract classifications and data from thousands of disparate documents across live transactions and portfolio management

Structure

Warehouse your important documents and data in a highly secure, tailor-fit platform hosted in MS Azure

Generation

Combine your documents and data with the latest AI models to identify risks and generate new intelligence

Curation

Tailor-fit platform turns new business intelligence into highly detailed enterprise-grade reporting

The Librios impact

Using AI to automate portfolio reporting

Data capture, cleansing, standardising and generating new reporting from thousands of documents produced at a portfolio company level

1m+

Manage millions of data points across investment portfolios

1000+

Save thousands of hours in extracting and storing data

2x+

Generate over twice as much value from your existing reporting

Case study

Want to know more detail on our finance solutions?

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Description: Description: finance