AI for Financial Services.
Faster Analysis, Better Decisions
Kolena automates investment memo generation and compliance testing — helping financial institutions analyze deals faster, reduce risk, and stay audit-ready.
Trusted by Industry Leaders
The Kolena Advantage
Financial institutions handle complex, document-heavy processes — from investment due diligence to compliance testing. Kolena AI automates analysis, extraction, and reporting so your teams move faster with greater accuracy and transparency.
Without Kolena
With Kolena
Built for Modern Financial Teams
Automate the workflows that matter most.
Investment Memo Generation
Summarize PPMs, legal docs, appraisals, and reports into professional-grade memos automatically.
Generate investor updates and quarterly reports from templates.
Compliance Testing
Review disclosures, statements, and advertisements against regulations automatically.
Accelerate internal audit and compliance checks.
Deal Due Diligence
Extract key data across deal packages to support investment analysis and decision-making.
Portfolio Reporting
Aggregate data from multiple sources into structured portfolio updates and risk dashboards.
Why Financial Teams Choose Kolena
Speed
Generate reports and memos in hours instead of weeks.
Accuracy
Confidence scoring and source citations for every result.
Scalability
Process hundreds of documents simultaneously with the same team.
Audit Readiness
Every output is traceable and regulator-compliant.
Ease of Setup
Deploy Kolena quickly — no IT overhaul required.
Collaboration
Share structured insights seamlessly across compliance, risk, and strategy teams.
Trusted by Leading Financial Institutions
Financial teams reduce turnaround times by 80%+ with Kolena's AI-powered automation.
"Kolena has become a key part of our due diligence and investment memo process, helping us reduce manual effort and improve consistency across reports. Its customizable templates align with our standards and make outputs uniform with minimal edits."
"Kolena has transformed how we process financial documents. The accuracy is unmatched, and extractions have been spot on. We've eliminated inefficiencies and replaced legacy OCR systems with a solution that delivers precision."
"Kolena is transforming how we handle time-consuming workflows. Consolidating many processes into one automation has been a massive improvement. The Kolena team has been incredibly responsive and developed tools that help us meet our goals."
Ready to automate your workflows?
See how Kolena accelerates investment analysis and compliance testing — with accuracy your team can trust.
Smarter insights. Faster compliance.