HedgePoint
HedgePoint is an AI-powered FX risk management platform that automates the capture and analysis of trade confirmations, builds a real-time hedge book, and benchmarks every broker quote against the market mid. Treasury teams use it to monitor portfolio mark-to-market, track barrier events, and identify coverage gaps across currencies and settlement dates. The platform includes an AI document parser that extracts trade fields from PDFs, SWIFT messages, and emails with 98%+ accuracy.
- Artificial Intelligence
- AI Agents
- Data & Analytics
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
Corporate treasury teams managing FX risk rely on manual processes to re-key trade confirmations into spreadsheets, which is slow and error-prone. Banks quote both sides of the spread and price off their own curves, leaving dealers with limited visibility into whether they are getting fair pricing. Missed barriers and complex structured product terms can go undetected until auditors find them.
Solution
HedgePoint provides a rules-based hedging platform that parses FX confirmations with AI, builds a real-time hedge book, and surfaces actionable insights for treasury teams. The platform ingests trade confirmations from PDF, SWIFT, and email, auto-extracting trade fields with high accuracy and flagging low-confidence entries for review. It delivers a live dashboard with mark-to-market valuations, hedge coverage ratios, margin buffers, and upcoming settlements, all updated in real time. The system also benchmarks every broker quote against the market mid in basis points, tracks barriers against live spot rates with automated alerts, and offers scenario planning, policy formation, and back-testing tools.
Target Audience
Primary customers are corporate treasury teams at mid-to-large companies with multi-currency exposures, as well as banks and financial institutions seeking a white-label FX risk management platform for their clients.
Features
- AI document parser that auto-extracts 15+ trade fields from PDF, SWIFT, and email confirmations with 98%+ accuracy and confidence scoring
- Real-time portfolio dashboard with live FX rates, mark-to-market valuations, hedge coverage, margin buffer monitoring, and activity feed
- Broker benchmarking engine that prices spot and forward trades against the dealt-day mid in basis points, with a three-way gate for spread scoring and structured product exclusion
- Barrier tracking that overlays live spot rates on every KIKO barrier and generates automated alerts when thresholds approach or are hit
- Exposure analysis module that stacks forecasted requirements against forwards, options, and structured hedges, normalized to GBP, with period-by-period coverage gap and risk-level breakdowns
- AI Treasury Manager that answers plain-English questions about the hedge book grounded in actual trade data, plus a hedge simulator and back-testing engine