Credit valuations in minutes, with experts signing off
An AI platform for a valuation provider serving top-tier US banks, with every value traced to source.
Finance
From financial documents to sound decisions in minutes.
We build AI across financial analysis, operations, and compliance—from checking figures and running models to drafting reports. Each system fits your workflows and review process, amplifying the expert judgment your clients count on.
See a demo on your own filesWhere AI pays off in finance
Document Extraction
Values pulled from PDFs, scans and spreadsheets, each linked to its page and paragraph.
Valuation & Credit Analysis
Your models and rules (DCF, ratios, covenant tests), drafted in Excel, Word or your own tools.
Expert Review Workflows
Sign-off at every step, with a full audit trail behind every value.
Communications Compliance
Email and chat checked at scale for SEC/FINRA-regulated firms.
Secure Deployment
Runs in your own cloud, with data kept in the EU or US and never used to train models.
Value Delivered
- <20 minper credit valuation, down from 3-8 hours
- 4xrevenue growth for a compliance platform
- 60%more requests handled across 100+ portfolio companies
Finance Finance AI that scaled a compliance platform 4x
We rebuilt a compliance platform's AI foundation, taking accuracy from 60% to 90%.
Finance 60% more requests handled
Reporting automated across 100+ portfolio companies for a VC investment team.
We've saved an untold number of hours. We're able to make consistent progress on our AI capabilities without having to build out a whole team. [...] Crisp has made the wow scalable.
How we work
A working session to identify worthwhile AI opportunities and agree the next step.
Questions
- Which finance workflows can AI automate?
- Crisp Labs automates private credit valuations, credit memos, underwriting, covenant monitoring, LP and portfolio reporting, and SEC/FINRA compliance review of email and chat. For a global valuation provider serving top-tier US investment banks, a private credit valuation fell from 3-8 hours to under 20 minutes, with about 800 valuations in a single month.
- How do experts stay in control of AI-assisted credit and valuation work?
- In Crisp Labs finance systems, every figure is traced to its source document, page and paragraph, and an expert signs off at every step, with a full audit trail behind every value. On its private credit platform, 100% of values are traced to source, so experts spend their time on judgment, not on rekeying documents.
- How does Crisp Labs handle sensitive financial data and zero-retention policies?
- Crisp Labs has experience working with sensitive data, highly secured data and zero-retention policies. Its credit platform runs in the client's own cloud tenant, with data kept in the EU or US, encrypted, under role-based access and never used to train models. The platform is GDPR-aligned, with SOC 2 in progress.