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Turn unstructured financial documents into decision-ready automated insight reports within minutes, with full transparency and control.
An adaptive analyst agent that automates analysis, validates insights, and composes decision-ready reports with traceable accuracy and human-level understanding.
Transform unstructured data from documents into structured, decision-ready insights in minutes. A multi-agent pipeline automates critical tasks helping analysts move from raw data to investment-ready reports faster than ever.
Beyond simple extraction, the system understands narrative context surfacing key risks, trends, and outlooks across financial and qualitative sections, automatically composing insight-ready memo blocks.
Every extracted metric includes full source traceability, confidence scoring, and validation logs. Analysts can click through to the original document, verify accuracy instantly, and retain full auditability.
High-fidelity data extraction across financials, charts, narratives, and tables. Adaptive agents learn from structure and context to capture every metric accurately, improving continuously through real-world usage and refinement.
Generate investment memos and summaries tailored to your exact structure, tone, and preferences. From risk emphasis to narrative flow and formatting, the platform adapts to your firm’s reporting standards.
Edge Labs keeps analysts in control through an intuitive validation loop that blends automation with expertise. Every review, correction, and approval strengthens the system’s precision and customization preferences further.
From investment due diligence to credit underwriting or insurance risk analysis, the platform adapts to your workflows with customizable prompts, templates, and report formats.
By automating repetitive analysis and reconciliation, Edge Labs delivers up to 10× efficiency gains, freeing teams to focus on high-value strategic insight and accelerating ROI across operations.
Your data stays private, always. Edge Labs enforces strict data retention policies, zero third-party access, and end-to-end encryption at rest and in transit. Models are never trained on client data.
Customize and automate your analytical workflows, extract unstructured data faster, pre-qualify and validate insights, and generate fully customizable reports within minutes.
Eliminate the manual drag of handling scattered PDFs, spreadsheets, and reports. Centralize your data flows and unlock structured access to the information hidden across unstructured documents.
Specialized AI agents collaborate to ensure every insight meets the highest standards of accuracy, consistency, and completeness. Each extraction carries a confidence score and source lineage, so you can rely on intel that’s both verifiable and ready to act on.
Replace hours of manual drafting with dynamic, audit-ready reports. Adapt outputs to your structure, tone, and compliance needs, and transform analysis into narratives your stakeholders can act on immediately.
Analysts lose valuable time with manual work and poor data quality while early adopters of genAI insight automations are already realizing exponential returns.
Analyst teams devote about 33% of their time to repetitive manual work by reconciling data, and formatting reports.
Up to 90% of enterprise information remains unstructured across industries, buried in documents and emails. These manual workflows drive high error rates: spreadsheet entry alone can cause up to 27% reporting errors, undermining accuracy and slowing analysis across the board.
64% of firms name data quality as their biggest challenge, and 77% say they lack confidence in their own data.
Nearly half report inadequate tools for managing or automating data integrity.In private markets, 92% of limited partners say poor GP data quality harms investment decisions, while 31% still receive reports by email or PDF, delaying accurate consolidation and review.
Firms adopting intelligent document processing and automated insight extraction, report order-of-magnitude efficiency gains.
Processing times drop nearly tenfold, accuracy improves by more than 80%, and document errors fall below 5%. Automation enables teams to process the same workload with double the output with identical resources, redefining baseline productivity in document-heavy finance-related operations.
Transform unstructured data into verified and decision-ready insights, accelerating investment research, credit analysis, portfolio monitoring, and risk evaluation with audit-grade precision.
Analysts can move from scattered fund updates and quarterly reports to decision-ready investment memos within minutes. The system unifies complex inputs (eg. financial statements, PPMs, and management commentary) into coherent, audit-grade narratives that accelerate due diligence and portfolio analysis.
It automatically extracts and normalizes key performance metrics such as IRR, MOIC, TVPI, and DPI, reconciles discrepancies across versions, and links every data point to its original source. What once took days of manual compilation becomes a seamless, traceable process that supports faster, more confident investment decisions.
Underwriting and credit teams can eliminate repetitive data handling by automating the extraction, validation, and analysis of borrower information. Financial statements, covenant reports, and credit packages are parsed to ensure consistency, completeness, and compliance across every submission.
Advanced ratio computation and anomaly detection surface breaches, missing data, or irregularities instantly, giving analysts full transparency into the underlying evidence. The result is a faster, more standardized credit-review process that maintains precision while strengthening audit and regulatory readiness.
Limited Partner and fund-of-funds teams can standardize multi-manager reporting and gain unified visibility across portfolios. GP updates, capital statements, and distribution notices are consolidated into comparable, structured views that reveal performance and risk trends at a glance.
Automated metric extraction and benchmarking highlight deviations and cash-flow patterns across vintages and strategies, while narrative synthesis provides clear quarterly summaries. Teams can assess fund performance and reallocate capital based on consistent, verifiable intelligence rather than fragmented reporting.
Risk and insurance analysts can accelerate policy and claims evaluation by converting unstructured underwriting files and loss-run reports into analyzable, searchable data. Exposure concentrations, claim anomalies, and emerging loss patterns are surfaced automatically, reducing manual review cycles.
By correlating information across policy documents, claim narratives, and historical records, the system identifies compliance gaps and verifies calculations. This enables faster, evidence-based risk assessments with full traceability and measurable improvements in accuracy and oversight.
Data Retention Control: You control at all times how long your data is stored.
End-to-End Encryption: All data encrypted at rest and during transfer.
Model Privacy Guaranteed: Your data never trains or feeds any AI models.
Edge Labs's products are architected with the highest security and compliance standards in mind, aligning with SOC 2, ISO 27001, GDPR, and CCPA principles. Our data and AI infrastructure are actively being developed to meet the same security guarantees used by leading financial institutions.
We’re inviting a small group of analysts and operations teams to co-design new workflows, validate features, and gain early access to the platform.
Co-Design Your Workflows
Work directly with our product team to tailor agents and templates around your real reporting requirements.
Get Customized Workflow Mapping
We’ll analyze your document and reporting processes to align automation to your team’s specific pain points.
Access Exclusive Early Features
Experience the platform before public release, with dedicated onboarding, ongoing support and feedback loops.
Combining expertise in AI, product development, and finance to make complex analysis faster, simpler and smarter.
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