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The IR Operating Layer. Build a best in class IR Function.

The IR Operating Layer. Build a best in class IR Function.

The IR Operating Layer. Build a best in class IR Function.

LP reporting in three hours. DDQs answered in minutes. Plus the curated intros that grow your LP base.

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Private deployment. Enterprise-grade security. Your data stays yours.

Private deployment. Enterprise-grade security. Your data stays yours.

Built For Your Strategy

Whether you call it a portfolio company or a borrower, we already speak your language.

Private equity, venture capital, private credit, ABS and securitisation each report differently, and think about performance differently. Portfolio companies and exits. Borrowers and repayments. Loan tapes, servicers, and waterfalls that work nothing like a PE waterfall. Finela is built to understand the difference, not force every strategy through the same template.

Why Now

The reporting cycle is the bottleneck the whole team quietly runs around.

Manual rebuilds

Reporting built and rebuilt by hand, every cycle.

Reconciliation overload

Operations spending more time reconciling data than reviewing it.

Slow LP requests

Ad-hoc LP requests that take days when they should take minutes.

No live view

No live view of exposure, concentration or risk until someone asks.

Manual reconciliation across DealCloud, Sentry, eFront, spreadsheets and the administrator, before reporting even begins. Quarterly LP reports are the heaviest lift in the cycle. Ad-hoc LP requests that are hard to service consistently, especially where structures are non-standard. None of this shows up in a board deck. It shows up in LP confidence, quietly, every quarter.

One Partner, Two Ways We Help

Build the function. Grow the network.

Different tools, same goal: an IR function LPs judge as institutional-grade, and a network that keeps it growing.

01 · Technology

IR Technology

Automated LP reporting, DDQ response and portfolio intelligence, built specifically for investor relations. Fund-aware AI embedded in your existing workflow, audit-ready by default.

02 · Curated Access

Curated LP Engagement

Cap intro, fund finance, secondaries and GP-led liquidity conversations. Curated dinners, roundtables and briefings with the LPs actually allocating to your strategy, hosted in the hubs where your relationships already live.

How it works

From fragmented LP data to institutional-grade reporting, in 3 steps.

From fragmented LP data to institutional-grade reporting, in 3 steps.

Connect everything. Securely import thousands of documents and spreadsheets across data rooms, shared drives, and internal systems, without replacing your existing stack.

Governs and Protect. Sensitive data is automatically isolated, encrypted, and access-controlled before analysis, ensuring confidentiality, compliance, and audit readiness.

Verify and act. Query all fund data at once and receive clear, explainable answers with full source attribution, every output traceable back to the underlying document or cell.

See how teams move from documents to decisions.

Private markets don’t fail from lack of data.
They fail from lack of control.

Finela is the AI operating layer that brings structure, auditability, and clarity to fund operations, across documents, models, and reporting.

Built for accuracy.
Built for security.
Built for decisions you can stand behind.

Jack Hassall

CEO & Co-Founder, Finela

Private markets don’t fail from lack of data.
They fail from lack of control.

Finela is the AI operating layer that brings structure, auditability, and clarity to fund operations, across documents, models, and reporting.

Built for accuracy.
Built for security.
Built for decisions you can stand behind.

Jack Hassall

CEO & Co-Founder, Finela

Speed meets intelligence

What once took hours now happens in minutes with no manual prep or stitching. Focus on decisions, not documents.

Live visibility across funds, vehicles, and documents.

Live firm-wide view

Funds, SPVs, loans, documents and activity in one secure dashboard. Role-based access ensures auditability.

Always decision-ready

Metrics, summaries, and risks update automatically as data changes.

Built for real teams

Investment, ops, finance, IR, admin and legal see what’s relevant, embedded in workflows.

Speed meets intelligence

What once took hours now happens in minutes with no manual prep or stitching. Focus on decisions, not documents.

Live visibility across funds, vehicles, and documents.

Live firm-wide view

Funds, SPVs, loans, documents and activity in one secure dashboard. Role-based access ensures auditability.

Always decision-ready

Metrics, summaries, and risks update automatically as data changes.

Built for real teams

Investment, ops, finance, IR, admin and legal see what’s relevant, embedded in workflows.

Capabilities

Everything your IR function needs, in one place.

Finela connects documents, spreadsheets, and systems into a single, trusted view across funds, vehicles, and teams.

Automated LP Reporting

Cycle time compressed from weeks to hours. Quarterly reports, capital calls, tax documents and bespoke formats, generated from validated live data.

DDQ & Ad-Hoc Query Automation

Turnaround measured in minutes, not days. AI-assisted responses drawn from the same validated dataset that generates your reports.

Portfolio & Pool Intelligence. Concentration, exposure and early-warning signals surfaced before your LPs have to ask, whether you’re tracking portfolio companies or a loan pool.

Built for Every Strategy. Standardised and bespoke reporting running side by side. Heterogeneous data across strategies, held in one operating layer, without forcing every strategy through the same template.

Connect everything you already use.

Connect your systems & tools

Native integrations for private market workflows. Finela plugs into your existing systems, no migrations, no manual exports.

Understand in context

Fund-aware intelligence, not generic AI. Finela understands LPAs, models, and memos, preserving context across every workflow.

Activity

Fund performance overview

4

3

2

1

0

Jul

Aug

NAV +2.7%

Sep

Oct

Nov

Dec

Statistics

Vehicle activity

4K

3K

2K

1K

0

Mon

Thu

Sun

Statistics

Risk distribution

21%

33%

32%

14%

PE

VC

Infra

Credit

Work together, securely

Real-time Collaboration. Investment, finance, operations and IR teams collaborate in real time, all in one secure, audit-ready workbench.

David

Jess

David

Jess

The intelligence layer powering your fund.

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Fund-native intelligence

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Role-based access

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Risk & insight flags

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Automated reporting

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Secure integrations & APIs

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Audit-ready history

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Cross-document analysis

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Structured outputs

Security

Private by design. Secure by default.

Finela runs in cloud, VPC, or on-prem, acting as a secure layer between your fund systems and LLMs. Your data remains isolated and transient, with only minimal metadata retained to operate the platform.

SOC2 Type II (Scoped)

ISO 27001 (Aligned)

GDPR Compliant

CCPA Compliant

Decision-grade accuracy

A single source of truth for decisions, data, and context

Full audit trail

Every answer is explainable, sourced, and reviewable.

Private by default

Your data is never used to train models. Ever.

You stay in control

Finela assists decisions. Humans make them.

Built to scale

Scale without changing your existing systems. Finela is designed for the scale and complexity supporting multiple funds, SPVs, portfolios, and teams in parallel without fragmenting data or workflows.

3 hours

LP reporting turnaround, down from 3 weeks

$140B+

AUM in active commercial discussions on the Finela platform

300+

GP firms engaged through our diagnostic

Globe

Vehicle access granted

Legal · Frank · View access

IC memo generated

IR · Project Atlas

New vehicle added

Admin · SPV · Project Atlas

Risk summary generated

Legal · Portfolio · See flagged

Data source connected

Ops · Jess · VDR connected

Vehicle access granted

Legal · Frank · View access

IC memo generated

IR · Project Atlas

New vehicle added

Admin · SPV · Project Atlas

Risk summary generated

Legal · Portfolio · See flagged

Data source connected

Ops · Jess · VDR connected

Curated Engagements

Curated introductions, not another conference.

Cap intro, fund finance, secondaries and GP-led liquidity conversations, built around the specific LPs you want in the room. Hosted in the financial hubs where your relationships already live.

Frequently asked questions.

Have more questions or need help?

What is Finela?
icon

Finela is the operating layer for investor relations. We help GPs and fund managers automate LP reporting, DDQ response and portfolio intelligence, and connect with the LPs actively allocating to their strategy, all without replacing your existing tools or workflows.

Is my firm's data secure?
icon

Yes. Your data stays completely isolated within your firm's environment and is never shared with other firms or used to train AI models. We use end-to-end encryption and comply with GDPR and CCPA.

How quickly can we get started?
icon

Most teams are up and running within 30 minutes. Once an agreement is in place, your appointed Finela Champion adds the team and connects data sources. We fully support onboarding and tailor the workspace to your workflows, no technical setup required.

What can I actually do with Finela?
icon

Ask questions across your funds, analyze models, search all documents, and collaborate on memos and reports. Get instant insights on performance, compliance, and market trends, all fully integrated with your existing Excel models, PDFs, and workflows.

Can I use Finela?
icon

Finela is built for private capital teams, private equity, venture capital, private credit, real estate, infrastructure and hedge funds, specifically the people responsible for LP reporting, investor relations and fundraising. We work with firms of all sizes, from emerging managers to multi-billion-dollar funds.

Frequently asked questions.

Have more questions or need help?

What is Finela?
icon

Finela is the operating layer for investor relations. We help GPs and fund managers automate LP reporting, DDQ response and portfolio intelligence, and connect with the LPs actively allocating to their strategy, all without replacing your existing tools or workflows.

Is my firm's data secure?
icon

Yes. Your data stays completely isolated within your firm's environment and is never shared with other firms or used to train AI models. We use end-to-end encryption and comply with GDPR and CCPA.

How quickly can we get started?
icon

Most teams are up and running within 30 minutes. Once an agreement is in place, your appointed Finela Champion adds the team and connects data sources. We fully support onboarding and tailor the workspace to your workflows, no technical setup required.

What can I actually do with Finela?
icon

Ask questions across your funds, analyze models, search all documents, and collaborate on memos and reports. Get instant insights on performance, compliance, and market trends, all fully integrated with your existing Excel models, PDFs, and workflows.

Can I use Finela?
icon

Finela is built for private capital teams, private equity, venture capital, private credit, real estate, infrastructure and hedge funds, specifically the people responsible for LP reporting, investor relations and fundraising. We work with firms of all sizes, from emerging managers to multi-billion-dollar funds.

Frequently asked questions.

Have more questions or need help?

What is Finela?
icon

Finela is the operating layer for investor relations. We help GPs and fund managers automate LP reporting, DDQ response and portfolio intelligence, and connect with the LPs actively allocating to their strategy, all without replacing your existing tools or workflows.

Is my firm's data secure?
icon

Yes. Your data stays completely isolated within your firm's environment and is never shared with other firms or used to train AI models. We use end-to-end encryption and comply with GDPR and CCPA.

How quickly can we get started?
icon

Most teams are up and running within 30 minutes. Once an agreement is in place, your appointed Finela Champion adds the team and connects data sources. We fully support onboarding and tailor the workspace to your workflows, no technical setup required.

What can I actually do with Finela?
icon

Ask questions across your funds, analyze models, search all documents, and collaborate on memos and reports. Get instant insights on performance, compliance, and market trends, all fully integrated with your existing Excel models, PDFs, and workflows.

Can I use Finela?
icon

Finela is built for private capital teams, private equity, venture capital, private credit, real estate, infrastructure and hedge funds, specifically the people responsible for LP reporting, investor relations and fundraising. We work with firms of all sizes, from emerging managers to multi-billion-dollar funds.

New research, product updates, and company news. Sent occasionally.

New research, product updates, and company news. Sent occasionally.

Our ecosystem.

Accelerated & supported by.

Selected into leading UK startup programs advancing the next generation of private market infrastructure.

What if all your data worked together?

Private deployment. Enterprise-grade security. Your data stays yours.