Finela

Private Capital / Fund Intelligence · Agentic AI

A platform that connects the firm’s own document sources, pulls the figures out and scores its own confidence in each one, keeps every number traceable back to the file it came from, and lets agents analyse and draft against the result.

[ fig. 1 ]A walkthrough of Finela: data sources connected, portfolio questions answered with their sources cited, and a report drafted with charts. Recording, 0:15–0:39.

90 / 100

The confidence an extracted figure needs to pass without a review card. Anything below it is put to a person to confirm.

The problem

Fund data lived wherever it landed — inboxes, shared drives, document stores. Answering an investor question meant hunting through files by hand, and nothing could show where a number had actually come from.

Before: Hunting through files
After: Answers with their sources