CloakLite is an AI‑driven investment research platform that automatically aggregates earnings reports, regulatory filings, and market news from paywalled and public sources. Its multi‑agent pipelines extract key metrics, relationships, and risk indicators, delivering structured, citation‑backed summaries and real‑time alerts through customizable dashboards, all secured with bank‑grade encryption.
Funding
Funding not disclosed
Founders
Product
Problem
Financial data relevant to investment decisions is dispersed across multiple paywalled sources and formats, making it difficult to locate, consolidate, and interpret. Summarizing earnings reports, regulatory filings, and market news requires specialized expertise and significant time.
Solution
CloakLite offers a unified platform that automatically aggregates financial documents from diverse sources, then applies multi‑agent AI pipelines to extract key metrics, relationships, and insights. The system generates structured, citation‑backed summaries, risk flags, and actionable reports within seconds. Users can subscribe to specific companies, sectors, or topics to receive real‑time alerts when new filings or material news appear. Integrated portfolio dashboards provide ongoing performance analytics, while bank‑grade encryption ensures that research data remains private and secure.
Target Audience
Primary users are investment analysts, portfolio managers, and research teams at hedge funds, asset managers, and corporate finance groups who need rapid, reliable synthesis of dispersed financial information.
Features
- Automated data ingestion via REST API, WebSocket, and batch import to collect earnings, filings, and market news from paywalled and public sources
- Multi‑agent AI processing using LangChain, AutoGen, and GPT‑4 to extract entities, relationships, and insights from complex documents
- Vector embeddings and knowledge‑graph synthesis for contextual retrieval and cross‑document reasoning
- Structured reports with highlighted insights, risk indicators, and source citations for quick decision‑making
- Smart subscription engine delivering instant alerts for tracked companies, sectors, or topics
- Customizable portfolio dashboards that monitor holdings and visualize performance metrics
- Enterprise‑grade security with bank‑level encryption and no third‑party data sharing