Alkymi
Alkymi is an AI-powered data workflow platform for financial services that extracts and transforms data from unstructured documents into standardized datasets.
Overview
Alkymi specializes in automating document-intensive workflows for institutional investors, asset managers, and financial services firms. The platform 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. Headquartered in New York, Alkymi serves private equity, wealth management, and alternative investment firms seeking to automate manual data entry and document review processes.
In August 2025, Alkymi announced strategic financing led by existing investors Cornerstone Investment Capital and Canaan Partners, with participation from SimCorp and Northwestern Mutual Future Ventures.
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
- Real-Time Integration: API connections to downstream systems for automated data delivery
Use Cases
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, eliminating manual data entry.
Wealth Management Document Processing
Wealth advisors process client statements, transaction confirmations, and account documentation from multiple custodians. Alkymi identifies document types, extracts holdings and transaction details, and validates data accuracy. The system routes extracted information to portfolio management platforms, enabling advisors to maintain current client records without manual review.
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 |
| AI Technology | Machine learning, large language models (LLM) |
| 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
Customers: Thompson Street Capital Partners (TSCP)
Contact: Contact Page
