Asset Management & Private Equity · European Institutions

Investment intelligence
that compounds with
every deal you run.

Compress due diligence from weeks to days. Automate SFDR, AIFMD, and LP reporting. Monitor every portfolio company in real time — all inside your private infrastructure, with full audit trails for IC and regulatory review.

Alomana is an enterprise AI platform for asset managers, private equity firms, and institutional investors in Europe. The platform deploys autonomous AI agents that automate due diligence processing of CIMs and financial models, SFDR Article 8 and Article 9 ESG disclosures, AIFMD Annex IV regulatory reporting, quarterly LP communications, NAV automation, and 24/7 portfolio company monitoring. Alomana is ISO/IEC 27001:2022 certified, GDPR compliant, and supports fully private deployment inside the fund's own infrastructure. Trusted by Mediobanca, CIMD Intermoney, CDP, and EFG International.

6w → 3d
Due diligence
100%
SFDR automated
24/7
Portfolio monitoring
500+
Integrations

Trusted by

Mediobanca — Italian investment bank and asset manager using Alomana AI
CIMD Intermoney — Spanish capital markets group using Alomana AI for investment research
CDP Cassa Depositi e Prestiti — Italian institutional investor using Alomana AI for portfolio intelligence
EFG International — Swiss private bank and wealth manager using Alomana AI platform
Use Cases

Go from deal origination to LP reporting in 3 minutes.

Alomana delivers three core AI capabilities for asset managers and private equity firms: (1) Due diligence automation using the Lens AI agent — processing CIMs, IMs, financial models, and market research simultaneously, compressing 6-week diligence cycles to 3 days; (2) Fund reporting and portfolio intelligence using the Jade AI agent — automated SFDR Article 8/9 disclosures, AIFMD Annex IV reports, LP quarterlies, and NAV summaries generated from live portfolio data; (3) Market intelligence and deal flow using Flows — 24/7 scanning of regulatory filings, earnings transcripts, M&A signals, and sector databases to surface actionable deal opportunities before the market moves.

Due Diligence & Deal Screening
6 weeks → 3 days
due diligence cycle

AI-Powered Due Diligence

Autonomous agents process CIMs, management presentations, financial models, and sector research simultaneously. Extract structured KPIs, surface red flags, and generate IC-ready benchmarking summaries — with full citation trails, at any deal volume.

“Compressed a 6-week diligence process to 3 days across a portfolio of 40+ target companies.”

  • CIM, IM & financial model analysis at scale
  • Automated red flag detection & risk scoring
  • Comparable company benchmarking with citations
Portfolio Monitoring & LP Reporting
100% automated
SFDR · AIFMD · LP reports

Fund Reporting & Portfolio Intelligence

Real-time KPI extraction across all portfolio companies. Automated SFDR Article 8/9 disclosures, AIFMD Annex IV filings, quarterly LP reports, and NAV summaries — generated from live data with zero manual compilation by IR or finance teams.

“LP reports that used to take 3 weeks now run overnight — structured, compliant, audit-ready.”

  • SFDR Article 8 & 9 ESG disclosure automation
  • AIFMD Annex IV regulatory report generation
  • Quarterly LP communications, zero manual steps
Market Intelligence & Deal Flow
24/7
deal signal monitoring

Market Intelligence & Origination

Continuous scanning of regulatory filings, earnings transcripts, M&A announcements, and sector databases. AI agents surface actionable deal signals, track strategic movements at target companies, and deliver structured briefings to deal teams before the market moves.

“Deal teams receive structured target briefings every morning — no manual research, full coverage.”

  • ESMA, SEC & company filing monitoring
  • Earnings call & transcript intelligence
  • Sector-specific deal signal alerts
Flows · Deal Intelligence

From deal intake
to LP-ready output

A fully automated pipeline — every step from raw document ingestion to IC memo, regulatory filing, and LP report — running inside your private infrastructure, with zero manual intervention.

Investment Workflow PipelineLive
5 steps·fully automated
Step 1
Deal Intake
CIM · IM · Filings
Step 2
Document Analysis
Lens · KPI Extraction
Step 3
Risk & ESG Scoring
Jade · SFDR Mapping
Step 4
IC Memo Generation
Red Flags · Benchmarks
Step 5
LP / Regulatory Output
AIFMD · SFDR · NAV

Alomana's investment workflow pipeline automates five stages: Step 1 — Deal Intake, ingesting CIMs, IMs, and regulatory filings; Step 2 — Document Analysis using the Lens AI agent for structured KPI extraction; Step 3 — Risk and ESG Scoring using the Jade agent with SFDR taxonomy mapping; Step 4 — IC Memo Generation with red flags and benchmarking; Step 5 — LP and Regulatory Output including AIFMD Annex IV, SFDR disclosures, and NAV summaries. The entire pipeline runs with zero manual steps, 24/7, inside private fund infrastructure.

95%
time saved
100%
audit coverage
0
manual steps
24/7
continuous monitoring
Compliance & Security

Built for funds
that can't afford risk

Every deployment meets AIFMD, SFDR, and GDPR requirements. Sensitive deal data and LP information never leave your environment — ever.

Alomana supports the following asset management and private equity regulatory frameworks: AIFMD (Alternative Investment Fund Managers Directive) Annex IV reporting, SFDR (Sustainable Finance Disclosure Regulation) Article 8 and Article 9 ESG disclosures, EU Taxonomy Regulation alignment, MiFID II best execution and reporting, EMIR trade reporting, GDPR Article 28 data processing agreements, and national competent authority (NCA) requirements across France (AMF), Germany (BaFin), Italy (Consob), Spain (CNMV), Switzerland (FINMA), and Luxembourg (CSSF). All AI outputs are fully explainable with source citations and confidence scores, designed for investment committee (IC) review and LP scrutiny. Private deployment ensures GP confidentiality obligations are met.

ISO/IEC 27001:2022 certification — Alomana information security independently certified for asset management
ISO/IEC 27001:2022
Independently certified · Annual audits

AIFMD & SFDR Ready

Full AIFMD Annex IV reporting and SFDR Article 8/9 disclosure automation. Compliant with ESMA guidelines and EU sustainable finance taxonomy.

Private GP Deployment

Sensitive deal data never leaves your environment. Deploy fully air-gapped or within your own cloud tenancy — no shared infrastructure.

GDPR Compliant · EU-Hosted

Full EU data residency, DPA support, and GDPR Article 28-compliant processing across AWS EU, Azure EU, and GCP EU regions.

Explainable AI for IC Committees

Every AI output includes a full reasoning chain, source citations, and confidence indicators — designed to hold up in IC and LP meetings.

Questions, answered

Frequently asked questions

Asset Management & Private Equity

The AI engine
for every deal team.

Join European asset managers and private equity firms automating due diligence, portfolio monitoring, and regulatory reporting with Alomana.