Transform Raw Data into Intelligent Workflows
Octagon AI turns complex documents and web data into streamlined operations for your finance, data, and ops teams - automatically extracting insights from unstructured sources
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Smart Workflow Automation
Break down data silos between internal and external sources
Get verified answers to complex queries with automatic source tracking and citations
Web Data Collection, Simplified
Automate data extraction with web crawling AI agent
Deploy AI agents that automatically crawl, clean, and structure data from across the web—no coding required.
Schedule ongoing data collection and get analysis-ready outputs
Instant Document Intelligence
Turn unstructured documents into structured tables and datasets
Convert any document into structured, analyzable data using natural language commands
Transform PDFs, images, and text files into clean, organized tables instantly
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Early adopters enjoy exclusive access to these state-of-the-art tools and our dedicated data science team, ensuring a competitive advantage in any field. Embrace the future of research and data analysis with Octagon AI.
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What problems are we solving?
From asset managers to corporate finance, the daily workflow of analysts involves time-consuming and challenging tasks. Analysts spend a significant portion of their time extracting and cleaning data, poring through documents, and creating models, decks, and memos.
Analysts prefer scalable solutions over manual work. Leveraging state-of-the-art AI tools can create a seamless workflow, reduce manual labor, improve data accessibility, and augment collaboration, making analysis more efficient.
In summary, analysts face challenges with data gathering, information accessibility, team coordination, and time-consuming tasks like generating reports and conducting deep dives. Addressing these challenges by leveraging AI-powered tools to centralizing data and streamlining workflows, can significantly enhance efficiency and productivity. With the help of an AI Agent, these processes can be optimized, allowing analysts to focus on higher-level strategic activities.
What types of data do you support?
We process historical and real-time financial data, including corporate filings, earning call transcripts, disclosure schedules, data sheets, press releases, company presentations, and data extracted from public websites. We also handle structured data from platforms like Snowflake or Databricks.
Currently, we support various file formats, including DOCX, PDF, HTML, TXT, JSON, CSV, PPTX, and XLSX.
Will my data be used for training of a model?
We have strict data governance and privacy policies, ensuring the privacy and security of clients’ data. We only use proprietary data for RAG (retrieval augmented generation) and do not use it for training or fine-tuning. To ensure privacy, security, and compliance, clients’ PII data is fully encrypted.
Why Octagon AI?
Octagon AI is designed to enhance financial analysis. Our platform leverages cutting-edge market intelligence and AI investing tools to provide insights such as predictive analytics, real-time data visualization, and sentiment analysis.
We built an LLM-powered solution to streamline workflows, making complex data accessible and actionable. Our AI analyst capabilities enhance decision-making by providing deeper data analysis, automated reporting, and risk assessment, allowing analysts to make more informed and timely decisions.
Whether you’re involved in investing or managing a large financial market, Octagon AI offers tools that centralize and simplify your processes. We combine the power of LLM models with advanced Agentic workflow solutions to revolutionize financial research. We automate data collection, generate reports, and offer insights through natural language processing, enabling you to quickly interpret data, identify trends, and confidently make strategic decisions.
Who we are
AI Fund: Just as electricity transformed numerous industries starting 100 years ago, AI is now poised to do the same. AI Fund is an early-stage venture firm founded by Dr. Andrew Ng in 2017, an adjunct professor at Stanford University, cofounder of both Coursera and DeepLearning.AI. AI Fund is backed by a $176M fund from top-tier investors and has successfully incubated more than 33 companies to date across all strata of the AI stack, including infra and ML platforms, foundation models, frontier domains like swarm intelligence, GPT financial modeling, and numerous enterprise applications.
SALT: The SALT ecosystem is uniquely positioned to build this company. Their unfair advantage is exemplified by the sheer connectivity they have at every major financial institution in the world. SALT’s three marquee events in Abu Dhabi (March), NYC (May), and Singapore (November) attract over $15T of investible capital. This includes 10,000 attendees representing 32 sovereign wealth funds, 147 pensions/endowments, 723 VC/PE Funds, and 1,217 hedge funds alongside 800+ venture-backed companies. Since 2009, 250,000+ top capital allocators, politicians, and technologists have attended SALT.
Octagon AI leverages market intelligence to offer a modern AI investment platform designed for AI investing. This platform enhances financial analysis, streamlines workflows, and improves decision-making capabilities for investment professionals.