Investment Firm Document Appliance: Use Cases

Investment Firm Document Appliance

Collect due diligence materials in one click and see deeper into investment value

Rapid document organizationLook-through analysisEarly risk detectionLocal and private

Pain points

Scattered due diligence materials, manual financial calculations, nested ownership and related-party structures, and hard-to-detect hidden risks make traditional diligence labor-intensive. Depth and speed are difficult to balance as investment decision windows shrink.

Solutions

Privately integrate diligence materials, financial statements and ownership relationships into a dedicated AI investment team, handling collection, financial insights, ownership analysis and risk review together.

Built-in super agents

Intelligent Report Extraction Expert

Extract quarterly and annual reports into structured records

Automatically parse quarterly and annual reports from underlying funds and portfolio companies, extract structured financial and operating data, and import it in one click instead of entering each report manually

Reporting Management Expert

Consolidate reporting tasks and manage registers

Group reporting tasks by reporting period and institution, automatically generating reporting registers, historical archives and organization records with traceable status throughout

Ownership Look-Through Expert

Look through ownership and related-party relationships

Trace ownership structures and related parties layer by layer, automatically mapping relationships to identify hidden connections, off-book fund circulation and fund misappropriation risks

Due Diligence Document Organization Expert

Collect due diligence materials and generate working papers

Automatically collect checklists, interview notes and external materials, extract key information, and generate indexes and working papers instead of organizing documents individually

Financial Statement Interpretation and Anomaly Analysis Expert

Identify financial anomalies and related-party transactions

Identify financial anomalies, related-party transactions and cash flow risks, automatically extract key statement metrics, and produce financial insights and due diligence conclusions

Investment Risk Review Expert

Quantitative investment value and risk assessment

Assess investment value and risk with multidimensional financial models, identify major risks early, and provide quantitative evidence for investment committees

More to come…

Built-in agent platform

Local large models
  • LoLR Large Model Logos LoLR
  • Qwen 3.8 27B
  • Qwen 3.6 35B
  • ...
Agent Factory
  • LoLR Agent Operating System · LoLR.AI OS
  • LoLR Agent Factory · LoLR.AI Harness
  • Local database integration
  • ...
Agent Marketplace
  • Add-on super-agent subscriptions
  • Add-on professional knowledge subscriptions&Skills library
  • Local knowledge-base integration
  • ...
Regular updates
  • Keep indicator, knowledge, and Skills libraries up to date
  • Offline package updates supported
  • Online OTA remote updates supported
  • ...

Value in practice

Deeper insight, faster diligence

Automatic quarterly report extraction and one-click ownership analysis shorten diligence from weeks to days.

Early risk detection

Identify hidden relationships, fund flows and financial anomalies early for better-supported investment decisions.

Data confidentiality

Process diligence materials locally with complete records to meet financial institutions’ data compliance and confidentiality requirements.

Selected clients

Hanhu Capital

Hanhu Capital focuses on defense and civil–military integration investments, guided by the principle that capital serves industry and industry creates value for capital. It invests in aerospace, shipbuilding, electronics, BeiDou navigation and satellite communications, combining industry experience with market resources to help portfolio companies grow.

Silhouettes of businesspeople talking beneath a bright skylight

See every investment more deeply and accurately