Diligence is reading against a deadline.
The data room arrives late and the memo is due early. Every claim needs a page reference and every figure a source, so extraction eats the time that should go to judgment.
Industries · Finance, PE, Credit & Venture
Diligence, sourcing, and portfolio monitoring with cited AI workflows
From data room to investment committee memo, CRM to outreach, and board decks to portfolio dashboards—with attribution on every number and zero data retention.
Forward the data room. Get a cited first-draft IC memo back.
Runs in your VPCNo training on your dataCitations on every claimApproval before anything sends
What customers say
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
“One workspace. All different, let's say, avatars of their output data. Right? Suddenly, it's dashboard. Excel is here. PowerPoint is when it's all together. It's very impressive.”
“Use the Athena platform probably closer to the concept and how it was designed, like, with the spaces architecture where you've got a set of primitives and capabilities, and you bring together the right set of capabilities to solve a task.”
“Digital worker, it gets spun up, it gets given access to the toolkits that it needs. It gets given access to the data that it needs. Just exists for the period it needs to exist to perform the task. And then it gets torn back down again afterwards.”
“I like that direction, that concept of the agent is the agent. It becomes an entity in its own right with its own ownership and its own missioning, and you get rid of the gray area and the blurry lines.”
“It was PowerPoint... there was no kind of distinction between the two. So that was killer. And I literally had a meeting on it today, and people said how great it was.”
Verbatim from customer calls. Customers anonymized.
Challenges
What Finance, PE, Credit & Venture has to get right
Sourcing means re-reading the CRM against what changed.
Funding, hiring, and leadership changes happen after the last touch. Connecting the CRM, market data, and the deal team's notes is where warm outreach comes from.
Portfolio monitoring is a stack of board packs.
Quarterly materials arrive in batches. The risk or milestone worth acting on is buried in one of them, and the note that should have gone out is late.
Use cases by team
What Finance, PE, Credit & Venture teams run on Athena
Investment & diligenceFrom data room to investment committee memo, with a citation on every claim.
Data room to IC memo
Share the data room with the diligence workflow and get a first-draft memo with every claim linked to the page in the source document.
Deal knowledge model
Deal attributes such as size, sector, and owner captured as structured data; the agent proposes new fields as it reads, and you approve them.
Market and landscape studies
Every company researched, every insight cited, every table attributed.
Sourcing & business developmentResearch and outreach drafted from your CRM, market data, and files, held for approval.
Sourcing agent
Companies and contacts researched from your CRM, market data, and notes; outreach drafted and held for approval; results written back.
Closed-lost re-engagement
Past opportunities re-read against what has changed since, such as funding or leadership; a note drafted for each one worth revisiting.
Event-triggered outreach
A funding round, a key hire, or a launch detected; a draft note ready for approval.
Portfolio operationsPortfolio monitoring that reads every board pack and flags what matters.
Board pack monitoring
Board materials read for risks and milestones; what matters is flagged and notes are drafted for approval.
Quarterly portfolio review
Every pack, metric, and risk surfaced and cited on a schedule.
Finance & fund operationsFund finance, forecasting, and audit support as governed workflows.
Forecasting
Forecasts built from email, spreadsheets, and your data platform, with your existing spreadsheets kept and connected to live data.
Audit support
Year-end requests answered by a workflow delivered over email and chat, with every document cited.
Regulated processes
Filings and KYC checks as approval-gated workflows with every step cited and every approver recorded.
Software cost capitalization
Chained workflows classify engineering work, escalate edge cases to a reviewer, and compute the journal entries.
Related story
From a forwarded data room to a cited IC memo
- Before
A virtual data room lands Friday afternoon. An associate spends the weekend reading hundreds of pages—board decks, financials, customer contracts, cap tables—and drafting the investment committee memo. Every claim needs a page reference. Every figure needs a source. The thesis waits until the extraction is done.
- What we did
Gave the diligence Agent Operating Procedure (AOP) an email address. Forward the virtual data room (VDR) link or the files to it. Athena reads every document, extracts the facts, drafts the memo, and attaches a citation on every claim, deep-linked to the page in the source document. The workflow runs in the fund's own VPC with zero data retention at every model provider.
- After
A first-draft IC memo comes back in under an hour with 84 citations, each one deep-linked to the page it came from. The associate spends the weekend on the thesis—the market position, the risks, the deal structure—instead of copying revenue figures out of slide decks. The memo is a first draft. It does not know your thesis. It knows the documents.
What to plan for
The memo is a first draft. It does not know your thesis. It knows the documents. The deal team still writes the recommendation. Athena writes the extraction with the citations so the associate can spend the weekend on judgment.
Example workflow
Quarterly portfolio monitoring across forty board decks
Integrations
The systems Finance, PE, Credit & Venture already runs
Athena connects to your CRM, market data, data rooms, and data platforms with each user's permissions, and can run in your VPC.
CRM & market data
SalesforceMarket data providersNews feeds
Data platforms
DatabricksSnowflakeSQL databases
Office & productivity
ExcelOutlookSlackPowerPointWord
Data rooms & files
Virtual data roomsSharePointLocal files
Security and compliance
What your security review will ask
In production with a global professional services firm for over a year, which is the standard your LPs' auditors will recognize. Attribution on every number. Zero data retention at every model provider.
Runs in your VPC
Deploy in your own cloud tenant. Your data never leaves your perimeter. Athena operates inside the boundary you control.
Zero data retention (ZDR) with every model
No customer data used to train any model. Zero-data-retention agreements in place with every model provider Athena calls.
SOC 2 Type II
Athena holds SOC 2 Type II certification. Your compliance team can request the report through the standard process.
Attribution on every change
Every number, every edit, every workflow output stamped with the session, the agent or user, and the source it came from.
Approval gates on outreach
No email, no CRM write, no outbound action sends unless a human approves it. Default is draft, cite, and ask.
Auditor-accepted in production
In production with a global professional services firm for over a year. Your LPs' auditors will recognize the standard.
For every stakeholder
Answers for everyone who signs off
Will this let the team cover more without adding headcount?
It takes on extraction, monitoring, and first drafts, so the team spends its time on judgment. Diligence and portfolio reviews run on a schedule.
Can this run in our VPC without our data being used for training?
Yes. Deploy in your VPC, bring your own model keys, and enabled providers are configured not to retain or train on your data.
How do we check what the agent wrote?
Every claim links to the page in the source document, so a reviewer checks the citation instead of redoing the research.
What will Athena not do?
It is not a fund administrator or a system of record. It works on top of your CRM, data room, and accounting systems, and nothing sends without approval.
FAQ
What can AI agents do for an investment firm?
They read and extract so the team can judge: drafting diligence memos with citations, monitoring the portfolio, preparing sourcing research and outreach, and supporting fund operations.
Can we trust what an agent writes?
Every claim links to the page it came from, so reviewers check sources instead of redoing the work. Nothing is sent without approval.
Will this change how we scale the team?
It changes where time goes. Extraction, monitoring, and first drafts run on the platform, and the team spends its time on judgment and relationships.
Can it meet our security requirements?
Yes. Athena can run in your own cloud environment, and your data is not used to train models.
Where should we start?
With one recurring read, such as a diligence first draft or a quarterly portfolio review, measured against the time it takes today.
One platform underneath
AGS · Athena Governance System
Records every change by a person or an agent, rolls back one contributor's edits without losing anyone else's, and keeps the model, instructions, and sources behind each agent action.
Palladium · deployment
How the platform is deployed: Athena's managed cloud, your cloud on AWS, GCP, or Azure, on-prem, air-gapped, or GovCloud. Same platform in every option.
How it fits together
Build, Work, and Data on top; 150+ connectors and every surface in and out; one map of the whole platform.
Related
Athena Library
Run this on a schedule
Ready-made investing and finance briefs you can run on a schedule.
- AI agent starters for private equity and investing9 ready-made starters, 5 that run on a schedule.
- Portfolio monitorNews and risks at every portfolio company.
- Deal sourcing scanCompanies that fit your thesis, with a signal to act on.
- AI agent starters for finance11 ready-made starters, 7 that run on a schedule.
Forward us a redacted data room.
We will send back a first-draft memo with the citations.
Runs in your VPCNo training on your dataCitations on every claimApproval before anything sends