AI-powered Intelligent Agents designed to evolve with your business needs.
Discover how agentic automation enables greater efficiency, faster insights, and measurable productivity gains — and how AI Agents offer intelligent, adaptable solutions that keep pace with your business.
What is agentic automation?
Agentic automation is the next evolution in automation — where AI-powered agents handle complex tasks, adapt to changing conditions, and make decisions in real time.
Forward-thinking teams are already using agentic automation to make their workflows smarter, more flexible, and more autonomous. With our Agents, you can unlock new levels of agility and take your automation further.
Why Businesses Choose Agentic AI
Our AI Agents are built to deliver value from day one
Faster Execution
Secure & Scalable
Collaborative Workflows
Outcome-Oriented
Always-On Automation
Accelerated ROI
Smart Decision Making
Custom for your Business
The Epiphai Platform
Al-powered Intelligence for Investors, Built with Agents.
Tailored for private equity, venture capital, and asset management, Epiphai transforms how you uncover insights, automate deal research, and execute decisions—with unmatched speed and precision.
THE AGENTIC AI PLATFORM PURPOSE BUILT FOR MODERN INVESTMENT TEAMS
Empower your team with AI Automation built to give you a strategic advantage.
Centralize and Activate Your Intelligence
Integrate deal memos, data room files, financial models, and third-party research into a single source of truth. Epiphai’s AI agents connect fragmented insights across your pipeline, portfolio, and market data—helping investment teams make faster, more confident decisions.
Deploy AI Agents That Think Like Your Team
Epiphai’s modular agents are purpose-built for finance—extracting insights from CIMs, 10-Ks, and term sheets with precision. Launch role-specific AI Assistants for CFOs, compliance teams, and analysts—trained on your firm’s language, logic, and investment process.
Protect and Control Your Investment Data
Run Epiphai in your private cloud or VPC to ensure enterprise-grade security and compliance. With SOC 2 safeguards, role-based access, and audit trails, your deal data, investor communications, and valuation models stay protected—giving GPs, COOs, and compliance teams full control.
Integrate Without Disrupting Your Stack
Epiphai connects with the tools your teams already use—SharePoint, OneDrive, fund admin portals, Excel, and Box. With 550+ built-in connectors and rapid custom integration, there’s no need to change systems—just enhance them with AI-powered automation.
Future-Proof Architecture, Built for What’s Next
EpiphAI’s modular platform lets you plug in models and tools, orchestrate multi-LLM agents, and stay in control with human-in-the-loop and enhanced data security, all with a no-code platform.
Turn Data Chaos into Investment Clarity
Bring structure to fragmented reference and master data across your portfolios. Epiphai helps you standardize hierarchies, manage exceptions, and visualize exposure, trends, and risks—through intuitive drag-and-drop tools or natural language, no code required.
Meet Our Agents
Find the right Al agent for your task
Investment Research Agent
Synthesizes market, sector, and company-level research from internal notes, third-party reports, earnings calls, and filings
Moving Target Report Agent
Monitors dynamic, high-volatility investment opportunities, continuously tracks shifting business variables, evolving financials, and external risk factors
Delta Tracker Agent
Detects and highlights meaningful changes (“deltas”) across portfolios, company financials, models, or external benchmarks
Sector Scanner Agent
Scans news, filings, and trends to detect target signalsearly.
Investment Memo Generator Agent
Create structured, IC ready investment memosfrom pitch decks, and data room.
KPI Monitor Agent
Collect, process, and visualize portfolio company KPIs(monthly dashboards)
Portfolio Cross-Sell Agent
Identifies cross-sell opportunities across PE portfolio
Exit Readiness Agent
Summarize readiness based on financial health, growthnarrative, and potential acquirers.
Sector Scanner Agent
Identifies emerging sectors, tech stacks, and investorsentiment via media/social analysis
Product Reviewer Agent
Analyzes product reviews, demos, GitHub, and app storepresence, long term sustenance, value proposition
Investment Memo Generator Agent
Drafts investment memos from deal data, tractionmetrics, and diligence outputs
KPI Monitor Agent
Continuously tracks key metrics like MRR, CAC, churn,and alerts VCs on deviation
Explore top use cases for Capital Allocators
Match Trades to Mandates in Real Time
Match executed trades with portfolio records and ISDA agreements effortlessly, spotting any mismatches in terms, settlement instructions, or collateral rules.Instantly flag any unauthorized moves outside mandate limits.
Full mandate compliance visibility
Stay Ahead of Silent Failures in Your Operations
Identify anomalies across operational workflows—such as late NAVs, trade mismatches, data feed interruptions, reconciliation breaks, or unusual trading patterns.
Detect ops issues before impact
Synthesize Research Like Your Top Analyst—at Scale
Combine internal insights and third-party sources to deliver on-demand, structured investment research across markets, sectors, or companies.
10x faster analyst-grade research
Spot Counterparty & Operational Risks in Real Time
Keep a constant watch on your exposure to trading counterparties, enforce credit limits seamlessly, and quickly flag operational issues like settlement delays, illiquid positions, or concentration risk before they escalate.
Instant counterparty risk alerts
Follow Emerging Themes as They Unfold
Track and analyze dynamic macro trends and disruptive themes with always-on intelligence that adapts to your research priorities
Real-time trend tracking
Uncover high-fit investment targets and whitespace
Scan industry databases, business ecosystems, and market signals to surface high-fit companies based on your investment thesis—reducing manual research time and helping you spot deals earlier.
Find deals faster, with less guesswork
Speed up deal analysis with smarter review tools
Analyze financial statements, contractual documents —flagging risks, extracting insights, and building a structured view of the target company’s viability in a fraction of the time.
Sharper, quicker diligence
Drive portfolio value with data-driven insights
Identify operational inefficiencies, surface pricing opportunities, recommend cross-sell strategies, and even suggest bolt-on acquisitions—all aligned with your value creation goals.
Unlock value across your portfolio
Prepare for exit with confidence and clarity
Benchmark portfolio companies against peers, assess exit readiness, and help build compelling narratives and materials to engage buyers, investors, or public markets—ensuring a smoother and smarter exit process.
Exit-ready visibility, built-in
Track what matters—without the noise
Automate the monitoring of portfolio performance by integrating financials, KPIs, and market signals—surfacing anomalies, underperformance, or red flags in real-time
Catch underperformance in real time
Source high-fit startups with less manual effort
Continuously scan databases, trend signals, and founder activity to surface startups aligned with your thesis—filtering by traction, geography, or sector, and automating cold/warm outreach strategies.
40% faster sourcing cycle
Evaluate startups with precision—faster than ever
Automate cap table analysis, competitive landscape mapping, and founder market-fit analysis—giving your team a 360° view before you commit.
Sharper founder analysis
Close smarter with term modeling and IC review
Generate term sheet options, model dilution scenarios, automate internal IC memos, and support syndicate alignment—speeding up closing while reducing friction.
Faster IC, smoother close
Spot Tomorrow’s Big Trends Today
Harness AI to scan news, patents, research, and startup buzz—surfacing the next wave of market shifts and breakthrough technologies and shape your investment strategy with confidence.
Early trend detection
Track portfolio health and simplify reporting
Maintain real-time dashboards of KPIs(revenue, churn, runway), generate board updates, and automate LP reports with audit-ready precision—ensuring transparency and informed follow-ons.
Live KPIs, easy reporting
Trusted by Forward-Thinking Teams
Unveiling the Metrics That Matter in Startup Success
Flexible Engagement Models
Self Service
Do it yourself
For startups and organizations
with in-house talent
- Full Access to all Epiphai Core agents
- 5 Pre-built Agent templates
- 3 Pre-built Connectors
- Access to 20 users
- 1K per month per user
- Onboarding Support
- On demand support (Email, Chat)
Plus
We do it with you
Collaborative implementation and expert guidance for mid-sized firms
- Everything in Self Service
- Custom onboarding setup
- Dedicated Al & Engineering POD with SMEs
- Periodic Strategy check-ins
- Dashboards tailored to your business
- Enhanced support (Live chat + Calls)
Pro
We do it for you
End-to-end, white glove, full-service and support for enterprises.
- Everything in plus
- Complete onboarding setup
- Dedicated Al & Engineering POD with SMEs
- Dedicated Strategy team for ongoing optimization
- 5 Pre-built Connectors
- Custom Reports and business reviews
- 24x7 Premium support (Live chat + Calls)
Let’s Build Your First Agent !
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Stuck on Something? Dive into Our FAQs!
Epiphai is a suite of AI-driven agents designed to automate and streamline crucial business processes, including research, document extraction, data analysis, anomaly detection, and deep research. Our platform helps you achieve greater efficiency, accuracy, and faster decision-making.
No. Our user-friendly interface ensures that both technical and non-technical users can effectively utilize the agents.
Each agent operation consumes a certain number of credits, depending on the task's complexity. Credits can be purchased in bundles or through a subscription plan.
Yes, we offer a free trial with 300 credits to help you explore the platform's capabilities.
Free credits remain valid for 2 months from the date of activation.
Our platform supports integrations with various tools such as Sharepoint, Google Drive, Salesforce and more in the enterprise version. For more details, reach out to us
Absolutely. The Research Agent supports advanced personalization through system prompt access, individual prompts, and uploaded files to ensure outputs are relevant to your specific business context.
Our Data Extraction Agent uses advanced AI-driven OCR and intelligent parsing technologies, consistently achieving industry leading benchmarks.
Epiphai follows rigorous security standards, including SOC 2 compliance, AES-256 encryption for data at rest and in transit, Role-Based Access Control (RBAC), and immutable logging for audit trails.
