Filot is an AI platform for capital‑markets teams that learns a team’s methodology, formatting and style from a single example and automates recurring workflows such as earnings updates.
Funding
Funding not disclosed
Founders
Product
Problem
Capital markets teams spend significant time on repetitive, manual workflows such as earnings updates, which require strict formatting, consistent methodology, and thorough validation. Errors or inconsistencies in these processes can lead to regulatory risk and reduced confidence in the output. Maintaining audit trails and data security further complicates the workflow.
Solution
Filot offers an AI platform that learns a team’s specific methodology, formatting rules, and style from a single example and applies them automatically to future capital‑markets workflows. Users define preferences once, and the system stores them as reusable rules that any team member can invoke, ensuring consistent deliverables across quarters and personnel. The platform generates end‑to‑end auditable output with source tracing and built‑in validation checks, reducing the time needed to achieve confidence in AI‑produced results. Enterprise‑grade security—including AES‑256 encryption at rest, TLS 1.2+ in transit, MFA, and isolated AWS VPC infrastructure—meets SOC 2 Type II compliance requirements, supporting regulatory readiness. By automating high‑value, recurring tasks, Filot enables capital markets teams to focus on analysis rather than data preparation.
Target Audience
Filot is designed for capital markets professionals, including equity research analysts, investment banking teams, and corporate finance groups that require standardized, secure, and auditable workflow automation.
Features
- One‑click model training that captures a team’s methodology, formatting, and style from an existing deliverable
- Rule‑based automation that preserves preferences for earnings updates and other recurring workflows
- Auditable output with full source tracing and built‑in validation checks for rapid confidence building
- AES‑256 encryption at rest and TLS 1.2+ encryption in transit with multi‑factor authentication
- Isolated AWS Virtual Private Cloud (VPC) deployment ensuring network isolation and compliance readiness
- SOC 2 Type II compliant privacy and security controls for regulatory adherence