Built for asset managers

The AI operating system for

Unify your front-to-back office workflows from diligence to monitoring to actionable reporting.

Trusted by asset managers and banks across $50bn+ in AUM.

An AI workspace that runs like
your best operator.

AI that answers like a teammate, not a chatbot.

Centralize performance and investment data so portfolio reviews, audits, LP reports, and outlier checks run from one source. Positions, covenants, exposures, exceptions, and early-warning signals kept live by APIs and scheduled feeds.

  • Positions, covenants, and exposures in one live system
  • Exception tracking with clear accountability and history
  • Early warning on financial & portfolio covenant compliance

Uncover insights in seconds so your team works on strategy, not assembly.

Stop scrambling to pull data together for IC, LP meetings, or follow-on decisions. Ask in plain language and get the analysis across documents, financials, and market data instantly.

  • Cross-document Q&A with source-linked citations
  • Standardized templates for IC memos and LP updates
  • No exports, no spreadsheets, no custom code
PDF
XLS
DOC
Summarize Q3 covenant deltas across the credit book

Spot opportunities and risks where your team already works.

Skip the exports, spreadsheets, and one-off code. The Finoco Excel add-in surfaces firm-wide intelligence inside the tool your analysts already live in.

  • Live model cells fed by Finoco data
  • Cross-portfolio comparables in a sidebar
  • One-click refresh against the source of truth
FinocoHomeInsertData
CompanyNAVIRR
Zenith HC$170M14.8%
ABC Log.$118M11.2%
Kaveri Infra$224M7.1%
Prism Fin.$92M16.2%
Finoco
Refresh from source
Insert covenant table
Compare to portfolio
Ask Finoco

Screen. Diligence. Underwrite. Monitor.
One platform.

Screen — sourcing prompt

Find precedent infra credits with DSCR above 1.4x and tenor under 5 years

All sources

Pulls from 12 funds, 6 years of diligence files

Built for the firms
running these books.

Enterprise-ready data security.

You own your data.

Documents and outputs are never shared or retained after the session.

Zero data retention.

No raw data stored after processing.

No model training.

Your data is never used to train AI models by Finoco or any third party.

Local data residency.

Data is processed in secure data centers within client-specific regions.

Ready to transform the way your team works?

Join asset managers using Finoco to monitor, analyze, and act with confidence.