Orrigo AI
Orrigo provides a governed AI platform for investment firms to automate due diligence questionnaires, RFPs, and client communications using firm-approved content and quarterly data. The platform drafts responses directly in received questionnaires with source attachments, updates quantitative tables automatically, and keeps compliance teams in the review loop throughout the workflow.
- Artificial Intelligence
- Financial Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Investment firms face repetitive, time-consuming work completing due diligence questionnaires (DDQs), requests for proposals (RFPs), and client presentations. Teams often re-key quantitative data, search for approved language, and risk inconsistency or outdated responses, while compliance review remains a necessary bottleneck.
Solution
Orrigo provides a governed AI foundation that automates DDQs, RFPs, and client communications using a firm's approved content and quarterly data. The platform combines approved language stored in a central "Vault" with purpose-built AI to draft responses directly in received questionnaires, attaching sources for every answer. Quantitative tables are updated by connecting recurring strategy and portfolio data, eliminating manual re-keying and broken formatting. Compliance teams remain in control throughout the workflow, reviewing AI-generated drafts before they are sent. The solution integrates with Microsoft 365 workflows and supports client presentations alongside questionnaires and RFPs.
Target Audience
Primary customers are investment firms—including asset managers, hedge funds, and private markets firms—that regularly respond to DDQs, RFPs, and client queries and require compliance-approved communications.
Features
- Central "Vault" serving as a single governed source of firm-approved language, organized around strategies and workflows
- AI drafts responses directly in received questionnaires by finding the most relevant, recent approved language
- Source attachment for every AI-generated response, enabling compliance traceability
- Automated quantitative table updates via connected recurring strategy and portfolio data, including AUM and active account figures with as-of dates
- Purpose-built AI tailored to investment firm communications, distinguishing narrative and quantitative answer generation
- Microsoft 365 workflow integration for seamless incorporation into existing firm processes
- Compliance review step embedded in the workflow, keeping human oversight in the loop
- Trust Scores, source attribution, and audit history show reviewers where attention is needed
- Works in Word, Excel, and via Chrome browser through plug-ins with SharePoint and OneDrive collaboration