Aurelia Intelligence
Aurelia is a data unification and intelligence platform for private markets firms, transforming fragmented documents, emails, and spreadsheets into verified institutional knowledge. The platform automatically checks every figure against its source, enabling AI agents to reason over and act on trusted data. It connects directly to existing systems without requiring migrations or workflow disruption.
- Financial Technology
- Data & Analytics
- AI Agents
- Artificial Intelligence
- Enterprise Software
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Financial firms often struggle with data scattered across email, documents, transcripts, and web sources, making it difficult to maintain a unified view of information. This fragmentation impedes timely analysis, increases operational overhead, and creates risks of missing critical insights embedded across disparate systems.
Solution
Aurelia provides a data unification platform that connects directly with a firm's existing stack, transforming fragmented information into a single source of truth. The platform integrates with common business tools—including Outlook, Microsoft Office files, and transcripts—without requiring integrations, migrations, or disruption to current workflows. Aurelia monitors data in real time, ensuring teams have access to the most current information across all connected sources. The solution is designed to complement existing tooling, allowing firms to gain unified visibility without changing how their teams operate.
Target Audience
The primary audience is private markets firms—including investment managers, analysts, and corporate teams—that need to consolidate information from email, documents, transcripts, and live web sources into a single, accessible repository.
Features
- Direct connectivity to email platforms (Outlook and others) without requiring integrations or migration
- Native ingestion of Microsoft Office documents, including Excel, PowerPoint, and PDF files
- Transcript ingestion for processing meeting or call recordings
- Real-time web and news monitoring for up-to-date external intelligence
- Automated verification of every figure, checking mathematical accuracy, cross-file consistency, and anomaly detection before marking data as verified
- Plain-language AI agent interface that answers questions from verified data with full source traceability
- Four integrated modules covering deal origination, portfolio management, and LP reporting, powered by the same verified data layer
- Zero-disruption deployment model that works alongside existing infrastructure
- Roadmap includes additional data source connectors (more coming soon)