Completed Computing & AI Economics & Business

AI Operating System for Financial Asset Management

In plain English

AI plain-English summary

An AI platform is now drafting responses to financial questionnaires that previously required hours of manual work by asset management teams. Asset managers routinely spend days completing Requests for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) when pitching to investors or onboarding new clients. These documents are repetitive, time-consuming, and divert senior staff from higher-value work. Existing automation tools layer AI onto legacy software; AlphaLoops builds generative AI into the core of its platform, aiming to handle these documents end-to-end. If the platform succeeds, asset management firms could cut weeks of administrative labour per year, reallocate analysts to investment decisions, and respond to investor queries faster. The technology targets the UK and EU markets, which competitors focused on the US have largely ignored. Three leading asset management firms are already testing a minimal viable product. This is applied commercial research with a clear near-term target: automate a specific, costly bottleneck in financial operations. Success would not transform everyday life, but it could quietly reshape how billions of pounds in assets are managed behind the scenes.

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AlphaLoops operates at the cutting-edge of applied generative AI technology in the financial services market, bringing advanced capabilities to our target customers in the financial asset management domain. Our company is founded by Eric Personne, twice CEO of global financial institutions and active on the advisory boards of three market-leading asset management firms. Eric is supported by: **Tyson Bradford, Co-Founder & CTO:** \>15 years as a specialist in leading engineering and software development building for regulated industries, with a strong background in Machine Learning and generative AI. His expertise is critical in designing and deploying the advanced AI functionalities that form the core of AlphaLoops' offerings. **Fred Johnson, Co-Founder:** Former full-stack developer and product manager with hands-on experience in automating financial processes and integrating AI technologies. He was a successful product manager at a UK-FinTech unicorn. We are advised by our lead investor and AI expert, Karim Beguir, CEO and co-founder of UK world leading AI startup InstaDeep and 2024 recipient of the TIME100 Impact Awards. Our vision is to become the leading technology supplier helping the asset management industry become more streamlined and automated thanks to generative AI and virtual employees. . We are the first fintech to combine: ? **Technology:** Generative AI technology -- AI at its core (not AI layered onto legacy software platforms as used by our competitors) ? **Geography:** Targeting the UK and EU market -- all competitors focused on US market ? **Holistic:** Focus on the financial asset management vertical -- 3 leading asset management firms already testing our minimal viable product (MVP) This 12month R&D project will see a step-change in the development of our AI fintech platform that uses generative AI to automate and optimise the currently manual process of responding to Request For Proposal (RFP) and Due Diligence Questionnaires (DDQ).

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Collaborative R&D

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