🌟 Introducing Hoola v0.50, our most powerful release yet! 🌟

Purpose-Built AI for

Hoola is an AI-powered workspace designed to save institutional investors hours of time preparing investment research.

Unstructured Data

Structured Data

API Integration

Website Contents

Realtime Search

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Integrate with the Leading LLM Models

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Everything an enterprise needs to
securely manage, analyze, and collaborate on investment insights at scale

Hoola AI doesn’t just organize your data — it empowers you to create and deploy custom research workflows, manage projects in one place, and enable seamless collaboration across your entire investment team.

Unified Data Environment

Securely connect your data.

Break down data silos with a centralized environment that integrates your proprietary reports, Excel models, CRM notes, emails, and market feeds. Hoola AI allows your team to search, analyze, and extract insights from all sources — securely and in one place. Whether it's archived PDFs or live datasets, everything becomes instantly accessible and query-ready.

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Smart Query Engine

Ask complex questions and get insights instantly.

No more digging through folders or toggling between spreadsheets. With Hoola’s natural language interface, you can ask specific, nuanced questions and receive structured, explainable answers sourced directly from your connected data.

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Collaborative Workspace

Empower teams to annotate, explore, and co-create investment theses.

Research is a team sport. Hoola’s collaboration layer enables analysts, PMs, and associates to work together — tagging documents, adding comments, saving searches, and building shared views of insights. Whether your team is in one office or spread across global desks, everyone stays aligned, informed, and able to contribute to high-conviction decisions. properties.

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ENTERPRISE-GRADE BY DESIGN

Hoola secures and scales workflows with enterprise-grade compliance and performance.

Multi-Tenant Architecture
Safeguard sensitive information with built-in tenant isolation. Hoola ensures complete data separation across teams, departments, and clients—enabling firms to manage multiple portfolios or business lines securely from a single platform without risk of data leakage.
Customizable AI Agents
Fine-tune our AI to understand your firm's proprietary language, sector-specific terms, and internal frameworks. You can train models on past research notes, internal rating methodologies, or custom financial templates to enhance relevance and accuracy.
Enterprise Integrations
Easily connect to your existing tech stack—whether it’s cloud-based or on-premise. Hoola integrates with data vendors, document stores, CRMs, and other critical tools, ensuring smooth workflows across your organization.
Scalable & Compliant Infrastructure
Run on infrastructure that scales with your team and adheres standards. Hoola is built with SOC2 readiness, encryption in transit and at rest, audit logging, and access controls to meet enterprise security and compliance requirements.
Put the power of Hoola AI to work across your investment process

Hoola is your AI-powered research co-pilot designed specifically for the rigor and complexity of enterprise investment workflows. Built with the skepticism of financial professionals in mind, Hoola does not replace your expertise — it supercharges it. By understanding your proprietary documents, financial models, and market data, Hoola helps your team move faster, work smarter, and uncover critical insights that drive better decisions.

Investment Research Automation

Speed through 10-Ks, investor decks, and third-party research. Hoola extracts key metrics, sentiment shifts, forward guidance, and more — helping your analysts focus on interpretation, not information gathering.

Due Diligence Acceleration

Drop internal memos, diligence documents, contracts, and pitch decks into Hoola and instantly surface key summaries, compare targets, identify risks, and ask follow-up questions. Reduce weeks of manual review to minutes.

Portfolio Company Monitoring

Get real-time alerts and ongoing monitoring across portfolio companies. Automatically track press releases, news, regulatory filings, and performance metrics — all consolidated into a single dashboard.

Market & Thematic Analysis

Discover macro trends, cross-sector insights, and emerging opportunities by analyzing internal and external datasets together. Use Hoola to collaboratively build thematic investment theses across teams and offices.

Client & LP Reporting

Instantly generate customized updates for clients or LPs. Whether it’s a quarterly letter, deal briefing, or investment thesis, Hoola helps you structure and tailor content using natural language input and structured templates.

Knowledge Management

Eliminate the pain of disconnected research. Hoola centralizes institutional memory — past memos, models, and analyses — into a structured, searchable knowledge base that gets smarter as your firm grows.

Team Collaboration & Workflow

Assign research tasks, create shared workspaces, co-author memos, and track decision-making with full visibility. Hoola brings transparency and accountability to every step of the research lifecycle.

AI-Powered Document Search

Go beyond keyword search. Ask questions and Hoola will semantically search across your documents — contracts, reports, filings, or emails — to find the most relevant passages, even if the words don’t exactly match.

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