Alkymi
AI-powered data workflow platform for financial services that extracts and transforms unstructured documents into standardized datasets.
Overview
Alkymi specializes in automating document-intensive workflows for institutional investors, asset managers, and financial services firms. The New York-based company processes investment documents including capital calls, quarterly reports, brokerage statements, and loan agent notices, transforming unstructured data into structured formats that integrate with downstream systems.
The company secured strategic financing in August 2025 led by existing investors Cornerstone Investment Capital and Canaan Partners, with participation from SimCorp and Northwestern Mutual Future Ventures. In January 2026, former Nasdaq Chairman & CEO Bob Greifeld joined Alkymi's board as part of the financing round, bringing capital markets expertise to the company's financial services focus.
Alkymi expanded its AI infrastructure capabilities in early 2026 with Groq and GroqCloud integration, enabling deployment in global data centers including Dammam, Saudi Arabia and Helsinki, Europe to meet regional compliance requirements. The platform maintains model-agnostic capabilities while supporting high-performance, low-latency inference.
The company has positioned itself for the private credit market projected to reach $1.5-2.6 trillion by 2029, leveraging LLMs and agentic AI for document automation across credit agreements, loan notices, and financial reports with human-in-the-loop validation and audit trails.
Key Features
- Patterns Studio: No-code configuration tool with 500+ pre-built templates for document and email data extraction
- Alpha: Generative AI tool enabling document chat, semantic search, summarization, and answer extraction from proprietary datasets
- Portal Retrieval: Automated document ingestion and retrieval system
- Data Inbox: Centralized platform for processing incoming documents
- Private Credit Module: Specialized workflows for private credit operations
- Alts Platform: Turnkey solution for alternative investment data processing
- Groq Infrastructure Support: High-performance AI inference with global data center deployment options
- Real-Time Integration: API connections to downstream systems for automated data delivery
Use Cases
Private Credit Operations
Private credit firms process credit agreements, loan agent notices, and borrower financial reports across diverse formats and structures. Alkymi's platform extracts covenant terms, payment schedules, and financial metrics while maintaining audit trails linking extracted data to source documents. The system integrates with loan management platforms and supports compliance reporting requirements.
Private Equity Portfolio Monitoring
Private equity firms receive quarterly reports, capital call notices, and financial statements from portfolio companies in varying formats. Alkymi extracts key metrics including revenue, EBITDA, and cash position from these documents, standardizing the data regardless of source format. The platform populates portfolio monitoring dashboards and integrates with fund administration systems.
Alternative Investment Data Operations
Alternative investment firms manage subscription documents, side letters, and investor reporting across multiple fund structures. Alkymi reads and classifies these documents, extracts terms and commitments, and organizes information by investor and fund. The platform maintains a structured database of investment terms accessible through natural language queries.
Technical Specifications
| Feature | Specification |
|---|---|
| Core Products | Patterns Studio, Alpha, Portal Retrieval, Data Inbox |
| Document Types | Capital calls, quarterly reports, CIMs, brokerage statements, loan notices, credit agreements |
| AI Technology | Machine learning, large language models (LLM), agentic AI with human-in-the-loop validation |
| Infrastructure | Model-agnostic platform with Groq/GroqCloud support |
| Global Deployment | Data centers in Dammam (Saudi Arabia), Helsinki (Europe) for compliance |
| Integration | REST API, pre-built connectors to fund administration and portfolio systems |
| Security | AICPA SOC2 certified |
| Configuration | 500+ pre-built templates, no-code setup |
Resources
Company Information
Headquarters: New York, USA
Investors: Cornerstone Investment Capital, Canaan Partners, SimCorp, Northwestern Mutual Future Ventures
Board Members: Bob Greifeld (Former Nasdaq Chairman & CEO)
Customers: Thompson Street Capital Partners (TSCP)
Contact: Contact Page