Financial Services
Specialist AI for investment and finance teams
Built by practitioners from private capital, investment banking and corporate finance. We implement AI where output quality, confidentiality and review discipline matter.
Where we work
Four segments, one method
The workflows differ by segment. The discipline of source traceability, review gates and confidentiality stays the same.
Investment banking
Research, pitch and deal preparation, precedent retrieval, diligence, drafting, model review support and knowledge management.
Private equity & private credit
Screening, IC materials, diligence, portfolio monitoring, portfolio-company support and reporting.
Asset management & investment funds
Research synthesis, recurring reporting, meeting preparation, knowledge and internal workflows.
CFO & finance functions
Reporting, policy and process knowledge, reconciliations and review support, recurring documentation and management information.
Governance by design
Built for environments where the cost of a bad output is real
Governance is not a policy document added afterwards. It is designed into the workflow from the start.
Review gates before anything leaves the building
Source traceability and citations
Confidentiality and data-handling controls
Approval gates for any agent acting on a workflow
Verification standards written down and trained
Proof
What we have delivered
Capital-raising advisory firm: CRM and origination automation
90%
reduction in lead-generation time
20%
higher lead-to-client conversion
Vehicle finance provider: invoice-approval automation
90%
accuracy rate
3×
faster approvals
Partners' backgrounds include Bain Capital Credit, Houlihan Lokey, UBS, Deutsche Bank and ANZ.
Partners have produced specialist financial-modelling training data for a frontier AI lab.
Results include work completed by Sentia Partners personnel prior to the founding of Sentia Partners.
Need the team trained as well?
Role-specific AI training for finance and professional teams, built on your real work and document formats.
Bring us one workflow or one business unit.
We'll tell you where AI is worth applying, what it would take, and what we would do first.
Discuss an AI opportunity