Machine learning, fit for financial services

Our financial services expertise combined with the latest in AI unlocks your unstructured data in real time.

Schedule a Demo

New Hero Image 2

Your key to becoming a data-driven firm

Alternatives, Private Equity and investment reporting document workflows are complex and time-sensitive, and any bottlenecks can lead to missed opportunities and high costs. Make informed decisions faster with our workflow automations built for financial services. Take advantage of the latest technology to make better decisions for your business, so you can:

New Bullet Images 11

Move faster with real-time insights

Engage directly with your data to access more accurate, in-depth insights at the moment you need them, so you can stay ahead of the market and respond quickly to your clients and investors.

New Bullet Images 5

Boost efficiency and reduce employee burnout

Capture more data with less effort, freeing your business analysts from hours of manual data entry. Empower them to focus on deeper analysis and more strategic work, while better preparing your firm to scale.

New Bullet Images 12

Limit risk exposure and capture more opportunity

Ensure no details are missed and dig deeper into investment data with tools that can summarize and add context, identify trends, and flag outliers, so you can spot portfolio risks and opportunities immediately.

Workflows designed for financial services documents, including:

  • Capital Calls and Distributions (Capital Notices)
  • Quarterly Reports (Schedules of Investments)
  • Capital Account Statements



Built for financial services

Our platform is designed to capture actionable insights from your data while guaranteeing all your security requirements are met. Alkymi’s infrastructure allows for safe deployment on the cloud in the US or EU or for the easy creation of Private Cloud deployments. When using features powered by large language models, we offer a choice of model hosting options to meet your security and data privacy needs.

LLM Strategy

New Secondary Image 8

“What we liked about Alkymi’s Patterns Studio was the ability to have a single solution that we could utilize for our complex workflows, as well as for workflows that we wanted to take control over. We routinely have to collect data and process documents of all different types. Patterns Studio enables our team to take control over that.”

Standish black logo Joe Conte

Strat & Corp Dev | Standish Management

“For those unstructured, insurmountable issues, I don’t think there is a better solution.”

Logo2 Yochai Korn

Managing Director | Interactive Brokers

Schedule a demo of Alkymi

Interested in learning how Alkymi can help you go from unstructured data to instantly actionable insights? Schedule a personalized product demo with our team today!