A trading-floor display at the New York Stock Exchange quoting Blackstone (BX), the lit NYSE sign out of focus behind it
/ industries

Financial Services

Eliminate duplicate data purchases and deliver real-time portfolio insights.

[ the challenge ]

$2M+ lost to duplicate data purchases

Teams can't discover existing datasets across your data warehouse and internal systems. Data science can only handle 5-10 complex analyses per month, while portfolio teams need 100+ insights. One agent automates what used to take 20 analysts weeks.

Operationalizing AI from data discovery to the LP report.

The same platform, three ways it already runs inside a fund.

01 / 03
01 data discovery

Investment professionals spend 5–10 hours a week requesting data from the data team. Ana gives them direct access to every source — proprietary and vendor datasets, market data, the warehouse, internal research, and the files buried on shared drives.

1
Data Discovery — Source Registry

"Do we already own coverage of EU industrials, or does this need a new purchase?"

01 Warehouse 2,340 tables match
02 Vendor datasets 118 feeds match
03 Market data 46 feeds
04 Internal research 5,912 docs match
05 Shared drives 14,203 files
3 sources already cover this — nothing to buy
[ in production ]

Ana in production at hedge funds and asset managers

/ automation
300+

ad hoc data requests automated per month

/ coverage
24/7

portfolio monitoring

[ try textql ]

Bring Us Your Hardest Problem