Needl.ai
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Your Private Enterprise AI for Financial Workflows

Needl.ai connects your firm's knowledge to the market, reasons through it, and delivers answers, reports and signals you can trust

needl.aiAurelius Capital workspace
Live
Knowledge Management97% acc.
"What's our exposure to the auto sector?"
Aggregate exposure is 12.4% across 3 funds, down from 18% in Q1.4 sources
Report Automation10x faster
Credit Memo, draft
Citation-linked
Market Intelligence12 new
Rating downgrade: Meridian Corp 2m
New 8-K filing flagged 14m
Sector sentiment shift, energy 1h
Causal AIPRISM
CauseDriversOutcome
1,240 docs indexed100% source-linked
LLM-agnostic, private deployment
Recognized and backed by
Pattern Partner
AI First Mover
Recognized AI Leader
S&P Global, #1 Long-Doc Q&A
Pattern Partner
AI First Mover
Recognized AI Leader
S&P Global, #1 Long-Doc Q&A

Built for every desk in financial services

Different data, different stakes. Needl.ai adapts to the workflow behind each one.

Private Equity & Private Credit

Compress diligence, automate IC memos, and monitor portfolio companies continuously.

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Asset Management

Track holdings, sectors, and market signals at scale, without the manual research grind.

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Banking & Capital Markets

Research, credit, and compliance across huge data volumes, with audit-ready speed.

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Wealth Management & Private Banking

Compliance-guardrailed client answers in seconds, no document hunting before every call.

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Credit Rating Agencies

Turn filings into consistent, audit-ready credit opinions at scale.

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Don't see your team?

If your analysts work with documents and data, Needl.ai fits.

Talk to us

Workflows that move financial work forward

Four ways Needl.ai turns scattered information into outcomes your teams can act on.

01 Knowledge Management

Surface what your deal notes said about this sector

Connect your drives, email, CIMs, and prior diligence into one searchable layer. Ask across years of deal history and get a direct answer, with the document and page it came from

0%+
accuracy on long-document Q&A
0hrs
saved per analyst each week
Explore Knowledge Management
Ask NeedlIndexed 1,240 docs
What's our aggregate exposure to the auto sector?
Aggregate exposure is 12.4% across three funds, down from 18% in Q1. The largest position sits in Fund II at 5.1%.4 sources
Fund_II_Holdings_Q3.xlsxcited
Sector_Review_Memo.pdfcited
02 Report Automation

Credit reports, IC memos, and more, drafted in mins

Generate structured, house-style reports straight from your data room. Every figure and claim links back to its source for instant review

0x
faster than manual drafting
0%
of claims citation-linked
Explore Report Automation
Credit Memo, draftGenerating
Executive summary
Key risks
Every line citation-linked
03 Causal AI

Trace why a portfolio company missed its numbers, and where it's headed

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

0%
of findings traced to their drivers
0+
scenarios simulated in seconds
Explore Causal AI
PRISM, causal chainReasoning
Customer loss Revenue -9% Margin -8pp Covenant breach
04 Market Intelligence

Track every filing and rating action across your coverage

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

24/7
monitoring with early alerts
0%
less time scanning for updates
Explore Market Intelligence
Live signals12 new today
Rating downgrade: Meridian Corp2m
New 8-K filing flagged, Atlas Lending14m
Sector sentiment shift, energy1h
Covenant breach risk, Verdant Group3h
Peer comp update, Horizon Capital5h

Proof, not promises

What changes when teams put Needl.ai to work on the analysis that matters.

“
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
$750M Credit Rating 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
$10B 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

Not a wrapper. Real infrastructure.

Most AI tools wrap a chatbot. Needl.ai is the layer your firm's decisions actually run on.

One context layer. Every model.

Needl.ai rides on top of the LLMs. Swap models as the landscape shifts, your context layer, data, and workflows stay exactly where they are.

GPT
Claude
Gemini
Llama
Mistral
grounded in
needl.aiyour context layer, intact
Switch the engine underneath. Nothing above it changes.

Industry benchmarks

97.27%FinanceBench, 150 complex analyst questions
#1S&P Global Kensho, long-document Q&A
98.33%retrieval accuracy on 20K+ page corpus

Causal AI

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

No vector databases

Retrieval-first design at 97%+ accuracy and the lowest cost of ownership. Index once, query forever.

Your data never leaves

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

No hallucination

97%+ accuracy, every answer grounded in a source. Needl never assumes and never fills gaps.

Patented technology

7 granted patents, 20+ continuations, plus trade secrets across causal AI, explainable AI, counterfactual modeling, and process optimization.

Domain expertise

Deep understanding of finance, private markets, and enterprise complexity, built into the platform.

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.

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
ISO 27001:2023
Information security
SOC 2 Type II
Security & availability
CASA
App security assurance
GDPR
Data privacy
ISO 42001
AI management system
Private deployment
In your perimeter