Auquan
Auquan is a London- and New York-based agentic AI software company founded in 2018 that builds RAG-based AI agents to autonomously automate credit, sustainability, risk, and investor-relations workflows for tier-1 asset managers, private equity firms, banks, and insurers, reporting 70+ enterprise customers and ARR approaching $2M as of early 2025.
- Company typePrivate
- Founded2018
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Auquan does
Auquan is a London-headquartered (with a New York dual HQ) agentic AI software company founded in 2018 that builds AI agents to automate complex, document-heavy workflows inside institutional finance. Its core product is the Auquan Agentic AI Platform, a RAG-based (Retrieval-Augmented Generation) architecture deployed on Microsoft Azure OpenAI, Azure AI Search, and Azure Machine Learning that decomposes multi-step knowledge workflows into discrete parallel and sequential tasks and executes them autonomously. The platform ingests information from more than 2 million data sources across 76 languages covering 550,000+ public and private companies, and produces structured, audit-ready outputs with full provenance for IC reviews and regulatory audits.
The company's commercial product surface consists of domain-specialized agents: a Credit Agent for deal screening, borrower assessment, credit memo generation, and portfolio monitoring; a Sustainability Agent for ESG screening, SFDR/SASB/SDG/GRI reporting, and portfolio ESG monitoring; a Risk Agent for early-warning detection of operational, regulatory, reputational, governance, environmental, and geopolitical risks; and an Investor Relations Agent for LP reporting, DDQs, side letter compliance, and RFP responses. Supporting products include a Due Diligence Agent and an RFP Support Agent. Named enterprise customers span tier-1 asset managers (T. Rowe Price, Federated Hermes, Amati Global Partners, Delancey), private equity firms (Blue Owl Capital, BC Partners), banks (UBS, large European banks with 1,000+ and 2,700 active credits), and insurance (MetLife). The company states that 40% of the top 50 global financial institutions and 25% of the top 25 private equity firms are customers, and that its platform has analyzed over $1 trillion in client portfolio assets.
Auquan generates revenue through enterprise SaaS subscriptions on annual (and via Azure Marketplace, monthly) billing cadences, sold through a direct enterprise field-sales motion with proof-of-concept engagements and augmented by Microsoft Azure Marketplace distribution. The company has raised $8M in total seed funding (a $3.5M round in October 2023 led by Peak XV/Neotribe Ventures and a $4.5M extension in October 2024 led by Peak XV's Surge) and reported ARR approaching $2M as of early 2025, with revenue reported to have tripled during 2024. Certifications include SOC 2 Type II, ISO 27001, GDPR, and CCPA compliance, which are prerequisites for institutional finance procurement.
Auquan firmographics
Firmographics- Name
- Auquan
- Legal name
- Auquan Ltd.
- Website
- https://auquan.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Auquan is a London- and New York-based agentic AI software company founded in 2018 that builds RAG-based AI agents to autonomously automate credit, sustainability, risk, and investor-relations workflows for tier-1 asset managers, private equity firms, banks, and insurers, reporting 70+ enterprise customers and ARR approaching $2M as of early 2025.
- Ownership category
- akta.pro rank
Auquan industry classification
Industry- Product category
- AI Workflow Automation Software for Financial Services
- akta.pro primary industry
- End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)
Keywords
Where Auquan is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
Auquan business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Annual or multi-year subscription model for access to AI agent platform. Turnkey solutions with immediate time-to-value, plus custom implementations for unique workflow requirements. Available through direct purchase or Microsoft Azure Marketplace.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription for financial institutions |
| Subscription | Monthly | Azure Marketplace purchase option |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Auquan product offering
Product offeringCore offering
Auquan provides an agentic AI platform that autonomously completes complex financial workflows end-to-end for institutional finance customers. Its specialized AI agents (Credit, Sustainability, Investor Relations, Risk, Due Diligence, RFP Support) gather data from 2M+ sources across 76 languages, perform analysis, and produce audit-ready outputs such as credit memos, ESG reports, LP reports, and risk assessments for asset managers, private equity firms, banks, and insurance companies.
Product overview
Auquan is a platform-plus-agents architecture providing AI agents for institutional finance. The core Auquan Agentic AI Platform serves as the foundation, with specialized agents including Credit Agent (credit analysis and monitoring), Sustainability Agent (ESG and sustainability workflows), Investor Relations Agent (LP reporting and DDQs), Risk Agent (risk monitoring and detection), Due Diligence Agent (due diligence and IC memos), and RFP Support Agent. All agents are built on RAG-based architecture and share access to 2M+ global data sources across 76+ languages. Available via direct purchase or Microsoft Azure Marketplace.
Differentiator
Problem solved
Functional benefit
Products and services
- Credit Agent AI agent that autonomously completes credit analysis and monitoring workflows for private credit teams, including deal screening, borrower assessment, market intelligence, structure analysis, IC memo generation, portfolio monitoring, and regulatory reporting.
- Sustainability Agent AI agent that autonomously completes ESG and sustainability workflows including company screening, portfolio monitoring, impact measurement, and framework-aligned reporting for SFDR, SASB, SDGs, GRI, and regulatory compliance.
- Investor Relations Agent AI agent for private markets IR teams that produces quarterly LP reports, due diligence questionnaires (DDQs), RFP responses, and side letter compliance autonomously.
- Risk Agent AI agent for risk monitoring and detection providing comprehensive early warning detection of emerging risks including operational, regulatory, reputational, governance, environmental, and geopolitical risks across portfolios.
- Due Diligence Agent AI agent that automates due diligence workflows including due diligence reports, investment committee memos, and pitch books for financial institutions.
- RFP Support Agent AI agent for automating RFP responses and questionnaire completion for financial services firms.
- Auquan Agentic AI Platform Unified agentic AI platform for institutional finance that enables financial institutions to automate complex workflows including ESG reporting, investment research, credit analysis, due diligence, risk monitoring, and regulatory compliance. Processes 2M+ data sources across 76+ languages covering 550K+ companies.
Quantifiable outcome
- Credit memo generation reduced from 5 days to 2 hours (97% reduction)
- +10 more outcomes
Companies that use Auquan
Customer profileNamed customers18 records
Segments6 records
Ideal customer profiles1 record
Auquan technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability10 records
Feature8 records
Auquan partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- ERMcoreCollaboration to deploy AI agents across sustainability workflows for financial institutions. ERM leverages Auquan's Sustainability Agent to enhance speed, scale, and depth of sustainability insights. ERM is world's largest specialist sustainability consultancy with 50+ years of experience.
- Microsoft AzurecoreAuquan's AI agent platform built on Azure OpenAI Service, Azure AI Search, and Azure Machine Learning. Featured as Azure OpenAI customer story. Available through Azure Marketplace. Deep integration provides enterprise-grade security, scalability, and compliance.
Scale indicators14 records
Recent moves6 records
Expansion highlights6 records
Auquan competitors and assessment
Company assessmentDirect peers
- Hebbia: Hebbia builds AI agents for finance, legal, and professional services workflows, including deal diligence, credit analysis, and document review. It is the most direct competitor to Auquan's agentic AI platform for institutional finance, serving a very similar enterprise customer base (asset managers, PE firms, banks).
- Rogo: Rogo provides an AI analyst platform purpose-built for financial firms, automating investment research, due diligence, and memo preparation for banks and PE firms. It directly competes with Auquan's Due Diligence and Credit Agents for the same institutional finance buyers.
- AlphaSense: AlphaSense is a market intelligence platform using AI to search across earnings transcripts, broker research, and regulatory filings. It overlaps with Auquan's research automation and due diligence use cases for the same financial institution customer base.
- Daloopa: Daloopa uses AI to extract granular financial data from filings and supply that data into models and research workflows for asset managers and banks. It competes with Auquan in the financial data extraction and credit/equity analysis layer that underpins its agent outputs.
Emerging players
- Numeric: Numeric is an AI-powered close and accounting automation platform for finance teams. It intersects with Auquan's accounting-adjacent workflows (particularly for IR and reporting agents) and addresses similar enterprise finance personas.
- Tabs: Tabs applies AI to revenue and finance operations workflows, including billing, contracts, and revenue recognition for financial teams. While more focused on the order-to-cash side, it targets a similar enterprise finance buyer and competes for the same AI-in-finance budget.
- Endex: Endex is building an AI financial analyst that automates research and modeling tasks for financial professionals. It overlaps with Auquan's Due Diligence and Credit Agents in automating complex knowledge workflows for finance teams.
- Elicit: Elicit is an AI research assistant that automates literature review, data extraction, and synthesis across documents. While broader than finance, its workflow automation pattern is adjacent to Auquan's agentic approach and increasingly being adopted in financial research settings.
Broad incumbents
- Bloomberg Terminal: Bloomberg Terminal is the dominant incumbent data and analytics platform for institutional finance, increasingly embedding AI-powered research and analytics capabilities. It competes broadly with Auquan for the same analytical workflow budgets of banks, asset managers, and PE firms.
- S&P Capital IQ Pro: S&P Capital IQ Pro is an established financial data and workflow platform for investment professionals, with growing AI features for research, screening, and due diligence. It overlaps with Auquan across multiple workflow agents serving similar enterprise customers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Auquan social profiles
Digital presenceAuquan compliance and trust
Trust signalCompliance4 records
Auquan financial estimates
Financial estimateRevenue estimate
Valuation estimate
Auquan leadership team
Management profileNumber of profiles
Profiles3 records
Auquan funding detail
Funding detailFunding overview
Funding rounds6 records
Investors8 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Auquan M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Auquan
What does Auquan do?
Auquan provides an agentic AI platform that autonomously completes complex financial workflows end-to-end for institutional finance customers. Its specialized AI agents (Credit, Sustainability, Investor Relations, Risk, Due Diligence, RFP Support) gather data from 2M+ sources across 76 languages, perform analysis, and produce audit-ready outputs such as credit memos, ESG reports, LP reports, and risk assessments for asset managers, private equity firms, banks, and insurance companies.
Is Auquan a public or private company?
Auquan is a private company. It is classified as venture growth investor backed and is currently operating.
When was Auquan founded?
Auquan was founded in 2018. It employs 11 to 50 people.
Where is Auquan based?
Auquan is headquartered in London, United Kingdom, in the Europe region.
How does Auquan make money?
One revenue line is on record: saaS Subscription.
Who are Auquan's main competitors?
Direct peers on record are Hebbia, Rogo, AlphaSense and Daloopa. Emerging players are Numeric, Tabs, Endex and Elicit. Broad incumbents are Bloomberg Terminal and S&P Capital IQ Pro.
Does Auquan have an API?
No public API is recorded for Auquan.
What industry is Auquan in?
Auquan's product category is AI Workflow Automation Software for Financial Services. Its primary akta.pro industry code is HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management).