Kolena Finance AI
Basic Information
Kolena Finance AI analyzes SEC filings, generates investment memos & compliance checks in minutes, not weeks. Our specialized AI agents streamline workflows for analysts, private equity teams, and financial institutions. Features include earnings call analysis, financial reports processing (S-1s, 10-Ks, 10-Qs), audit evidence tracing, and private equity diligence with data room analysis. Extract key credit agreement terms and cross-reference regulations instantly. Enterprise-grade security with SOC2/HIPAA compliance ensures your financial data stays protected. Eliminate busy work while maintaining accuracy and regulatory compliance standards.
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App Details
Features
• User-friendly agent builder with no-code setup, • Enterprise-grade security (SOC2 Type II, HIPAA compliant), • Real-time analytics dashboards and reporting, • Multi-format document processing (PDFs, images, audio, video), • Seamless integration with existing workflows and systems
Use Cases
• Earnings call analysis with sentiment extraction and investment insights, • Financial reports processing (S-1s, 10-Ks, 10-Qs) with metric extraction, • Private equity diligence with data room analysis and DD checklists, • Credit agreement analysis with key terms and amendments extraction, • Regulatory cross-referencing across private rulings and SEC legislation
Pricing
Pricing Model
Paid
Developer Information
Developer Email
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