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Asset Management

From data to decision.
In minutes, not days.

WAISABI gives asset management teams purpose-built AI agents to monitor portfolios, automate reporting, and surface investment intelligence — at the speed the market demands.

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10x
Faster portfolio analysis
300+
Documents automated per fund
80%
Reduction in reporting time
Investment Lifecycle

Automating every stage of
the AM research cycle.

From security analysis to investor reporting, WAISABI agents handle the document-heavy steps so your team focuses on decisions, not document review.

Earnings Analysis Agent
Extract beats, misses, guidance changes, and tone shifts from transcripts and press releases instantly. Start every earnings season from 80%, not zero.
Peer Comparison Agent
Compare KPIs, margins, and strategic language across peer sets from filings, transcripts, and investor days. Normalise reporting styles automatically.
Sentiment Tracking Agent
Track what management says — and stops saying — over time. Spot strategic pivots and early warning signals across your coverage universe.
Portfolio Rebalancing Agent
Analyse client holdings against target models and generate precise trade lists. Automate rebalancing from trigger to execution-ready output.
Valuation Agent
Build and stress-test valuation models from source documents. Extract assumptions, populate templates, and run scenario analysis automatically.
Market Intelligence Agent
Aggregate signals from filings, news, and research. Surface competitive insights and sector trends for your investment team every morning.
Portfolio Monitoring Agent
Monitor every portfolio company in real time. Surface KPI deviations, covenant breaches, and risk signals before they escalate into problems.
ESG Analysis Agent
Assess ESG compliance across portfolio companies. Extract disclosures, benchmark against TCFD, SASB, and GRI frameworks, and flag material risks.
Risk Report Agent
Analyse risk reports and regulatory filings to identify concentration risks, drawdown exposure, and tail risks across your portfolio.
Fund Performance Agent
Aggregate NAV data, calculate attribution, and generate investor-facing summaries aligned to your templates. Done in minutes, not days.
Fund of Funds Attribution Agent
Read manager reports to extract data and analyse the true drivers of your portfolio returns. Automate attribution across all sub-managers.
Benchmark Comparison Agent
Compare fund performance against benchmarks and peer funds. Generate attribution narratives ready for investor presentations.
LP Reporting Agent
Automate quarterly LP reports. Pull portfolio data, calculate returns, and generate investor-ready narratives with full audit trails.
Portfolio Company Report Agent
Automate portfolio company reporting. Extract KPIs, financials, and narrative insights from company documents at scale.
Investor Communication Agent
Draft personalised investor updates, DDQ responses, and capital call notices aligned to your fund's voice across all LP communications.
Explore Agent Library

From research to reporting.
Every workflow, one platform.

Operations & Reconciliation Agent
Pulls data from custodians, prime brokers, and internal systems to reconcile positions, flag breaks, and keep your operations running clean.
Portfolio Reporting Agent
Turns raw holding data into polished, investor-ready reports — monthly, quarterly, or on demand. Every number sourced, every narrative drafted.
Fund of Funds Attribution Agent
Cuts through manager reports to pinpoint what actually drove returns. Extracts attribution data across all sub-managers automatically.
Portfolio Rebalancing Agent
From drift detection to trade list generation — the full rebalancing workflow in one agent. Execution-ready instructions generated automatically.
Risk Consolidation Agent
Reads every risk, audit, and compliance document across your firm and surfaces a single unified view of every exposure — automatically.
Manager Intelligence Agent
Processes quarterly letters and investor communications from external managers — extracting performance signals, strategy shifts, and key commentary.
Integrations

Connects to the tools
your fund runs on.

No rip-and-replace. WAISABI plugs into your existing data providers, accounting systems, portfolio tools, and communication platforms — delivering value from day one.

Productivity
Google Sheets
Push structured outputs, portfolio data, and reporting tables directly into Google Sheets automatically after every agent run.
CRM
HubSpot
Pull deal history, contact insights, and engagement data into your research and investor relations workflows.
Accounting
Stripe
Automate payment reconciliation, invoice processing, and subscription revenue reporting into your fund workflows.
Accounting
Xero
Automate financial reconciliation, month-end close, and accounting workflows — reducing manual data entry across operations.
Accounting
QuickBooks
Pull financial data, invoice activity, and cash flow information from QuickBooks for automated financial analysis.
Accounting
Zoho Books
Automate expense tracking, financial reporting, and accounting operations across your portfolio companies.
Communication
Brevo
Automate investor email campaigns, LP communications, and outreach workflows. Agents trigger personalised Brevo sequences based on portfolio events.
Documents
Notion
Connect Notion workspaces so your agents can read, update, and create documents — keeping your knowledge base always in sync with live fund data.
Research Intelligence

Idea Generation & Signal Intelligence.

Surface signals before the market does
Identify subtle shifts in management language, capital allocation, and strategic repositioning across your coverage universe.
Pressure-test every investment thesis
Ground your thesis in real disclosures and filings. Find out what could break it — before it does.
Track what management stops saying
Map language shifts across earnings calls and filings to spot strategic pivots and early warning signals.
Expand coverage without sacrificing depth
Automate snapshots, briefs, and peer comparisons so your team covers more ground without sacrificing depth.
Why WAISABI

Built for the complexity
of modern asset management.

01
Research at scale
Cover more companies, go deeper on every holding, and surface signals before the market does. WAISABI agents read every filing, transcript, and report so your analysts don't have to.
02
Reporting automated
LP reports, fund performance summaries, ESG disclosures — all generated automatically from your source data with full citations. Reporting season no longer runs your team into the ground.
03
Risk always visible
Real-time monitoring across every portfolio company. Covenant breaches, KPI deviations, and ESG risks surface automatically — giving your team time to act, not react.
Get started

Ready to manage smarter.
Starting right now.

Join the asset management teams already running WAISABI agents across their research, portfolio monitoring, and investor reporting workflows.

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No credit card required Live demo in 48 hours Dedicated onboarding team