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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.