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At Auquan, we believe work should be inspiring, challenging, and impactful.
Unfortunately, the reality for most knowledge workers is quite the opposite, especially those toiling away in finance. Some of the brightest minds launch their careers in this industry attracted by the promise of solving complex problems, working on high-stakes investment deals, and making intellectually stimulating contributions.
Instead, they spend day after day wading through noisy, unstructured data or typing up routine reports. It may be monotonous and repetitive, but it's critical work—just not the kind that should consume the time of intelligent and creative humans.
Our mission at Auquan is simple: to liberate financial professionals from this soul-sapping grind and bring meaning back to their work.
If you've ever felt weighed down by endless, mundane tasks that keep you from doing what you truly love, you'll understand the exact problem we're addressing. Auquan exists to unlock the potential of professionals to focus on the kinds of impactful, high-value activities that drew them to finance in the first place—strategic decision making, relationship building, and the chance to make a real impact.
That’s why I'm thrilled to announce that Auquan has secured an additional $4.5 million in seed funding. Led by Peak XV Partners Surge, with continued participation from Neotribe Ventures , this brings our total seed funding to $8 million.
The financial services industry faces an unprecedented need to scale its capacity for “deep work” — the inherently complex and cognitively demanding work that is central to the organization's mission. Because it requires in-depth domain knowledge and critical thinking, deep work has proven resilient against efforts to automate it with software and generative AI tools. This is why it continues to exact its toll in human capital.
Take private credit for example. With more than $400 billion in "dry powder" sitting on the sidelines waiting to be deployed, firms must intensify deal sourcing, screening, and continuous monitoring to put this capital to work, all of which involve mountains of data and a myriad of documents. Ask any private credit professional: sifting through endless data and documents dominates their days and leaves precious little time for strategic analysis and decision-making.
Consider the demands on ESG teams. Firms face a continuous cycle of ESG due diligence before investing, rigorous post-investment monitoring, and responding to LP demands for transparency. In private funds, teams can receive hundreds of due diligence questionnaires (DDQs) in a single quarter, each requiring detailed, data-backed responses. Regulations and frameworks are shifting constantly, turning the ESG landscape a time-consuming maze of compliance, tracking, and reporting.
80% or more of the effort in such deep work use cases is an undifferentiated manual slog that burns out the brightest among us. This is why we’re not just building productivity tools for finance professionals at Auquan—we’re ushering in a new era in financial services.
Our purpose-built, domain-specific RAG and AI agent architecture breaks down complex workflows into hundreds of discrete, autonomous tasks, delivering outcomes that meet our customers' demanding standards for accuracy, completeness, and reliability. Professionals start their day with pre-drafted borrower overviews, AI-generated DDQs, comprehensive compliance reports, or automated fund reporting—so they can immediately focus on high level analysis and making better-informed decisions, faster.
Shub Jain and I say this to our team daily, and we truly, fundamentally believe this: Auquan is positioned to be one of the most impactful companies in the industry over the next decade. The idea of working without Auquan in finance — spending countless hours on repetitive data searches or manually writing reports and memos — will be as unthinkable as navigating across continents using piles of folded up street maps rather than Google Maps.
This transformation isn't just a promise – it's happening now. Some of the largest financial firms — in private equity and credit, asset management and beyond — like UBS, MetLife, Federated Hermes and BC Partners are already experiencing the transformative power of Auquan. A portfolio manager at a global firm with more than $3T in AUM said “this is the first time I’ve seen AI truly deliver in asset management.”
To our investors Shailendra J Singh, Rajan Anandan , Swaroop Kolluri , Rebecca Mitchem, CFA , Pushpak Kedia Damien Lane and our customers: thank you for believing in this vision.
The future of finance is here, and Auquan is leading the charge. Join our team as we redefine what's possible, turning the unimaginable into reality, one insight at a time.
