Koodle's AI agents turn every filing, call, and note your team touches into compounding institutional memory. The workflow gets faster because your AI learns your book.
Every document, note, and query becomes queryable memory.
AI connectors unify siloed research across analysts and feeds.
AI agents plan, research, draft — then hold for your judgment.
The AI learns your firm with every run. Memory that grows in value.
Repetitive work handled. Analysts spend time on judgment.
An AI capture agent runs quietly across every surface your team uses. Four ways in, one memory, zero friction.
Document review, deep queries, shared deal rooms.
Global hotkey from Excel, Bloomberg, Outlook — any app.
Morning briefing on the train. Lookups at dinner.
Whisper a question during an earnings call, get an answer in your earpiece.
Each source runs through a dedicated AI ingestion agent. A 10-K filed overnight is in the graph by morning, deltas computed, footnotes cross-linked.
10-Ks, 10-Qs, 8-Ks, proxies — parsed by section, quarter-over-quarter deltas tracked.
Transcripts by speaker and topic. Guidance shifts tracked across quarters.
AlphaSights, GLG, Guidepoint — attributed, claims extracted, cross-referenced.
Bloomberg and FactSet — estimates, ownership, pricing on your schedule.
Private materials indexed with PII redaction and cross-deal pattern detection.
Your firm's analyst notes, IC memos, models — queryable, permissions intact.
AI agents digest every relevant source, run multi-step workflows, and hold for your approval. Analysts skip the mechanical 80% and focus on the 20% that moves the call.
You describe the goal. The AI proposes a multi-step plan you approve before any work runs.
Pulls across filings, transcripts, expert calls, and your own notes. Every fact cited back to source.
Memos, comp sheets, covenant tables — in your firm's format, with inline citations and confidence scores.
Anything uncertain or flagged pauses for you. Nothing ships until a human signs off.
Every AI agent run teaches your Koodle instance something about your firm's preferences. After twelve months, the AI works the way your firm works.
The test isn't whether AI can answer a question. It's whether Monday earnings prep is faster by week three, and the junior finds the precedent your senior flagged in 2022.
For deployment and compliance details, see Solutions →
Book a 30-minute walkthrough. We'll run Koodle's AI against real filings from names you cover.
Request a demoEquity pods, diligence teams, credit desks, CIOs — Koodle adapts to each, runs inside your perimeter, and meets the compliance bar your counsel has been pointing at for years.
Equity, credit, PE, and portfolio management — how Koodle fits each workflow.
A library of prebuilt agents tuned for financial work. Turn on what you need.
Role-based permissions on every document and agent run. Inherited from your SSO.
On-premise, inside your network, on standard servers. No data egress.
SEC Rule 204-2, NYDFS Part 500, EU AI Act — met architecturally, not bolted on.
Four typical workflows. Most analysts wear multiple hats — Koodle adapts to all of them from one memory.
Morning briefings, earnings prep, and every footnote your team has flagged on a name.
CIM review in hours. Searchable history of every diligence question across past deals.
Indentures parsed into covenant tables. Cross-issuer comparison of restrictive language.
Firm-wide visibility. Institutional knowledge that survives turnover.
Koodle ships with a library of AI skills — task-specific agents tuned for financial work. Turn on what you need; we build what's missing.
Four quarters digested, Q&A memo in your inbox by 7am on earnings day.
Indentures parsed into structured tables, restrictive language flagged.
CIM ingested, anomalies cross-referenced against your past deals.
Watches filings and guidance affecting your holdings. Pings when something shifts.
Custom skills built on request — typically live within 30 days.
Every document and every agent run respects your firm's permissions. Identity inherits from your existing SSO, and cross-role activity generates audit entries your CCO can review.
View, comment, edit, and approve permissions set per role — not per person.
Okta, Azure AD, or your IdP — users and groups sync automatically.
Queryable by compliance. Permission changes logged and immutable.
Most AI vendors route your data through their cloud. Koodle runs inside your perimeter on standard servers — the only architecture that satisfies CCOs who say "our data doesn't leave."
Documents, embeddings, memory — all on your infrastructure.
When data never touches us, most vendor compliance becomes irrelevant.
Runs on a single off-the-shelf server. No GPU farm, no specialist ops team.
Every access, query, and response is logged with user, timestamp, and source. When a regulator asks why, the chain already exists.
A 60-day paid pilot deployed on your hardware. Success measured one way: your analyst uses it daily by week three.
Request a demoFinancial firms don't get second chances on data leaks. Koodle runs inside your perimeter, respects your permissions, and produces audit trails your CCO can hand to regulators without editing.
Four non-negotiables, written as architectural commitments rather than marketing copy.
Documents, embeddings, and memory stay on your infrastructure. You choose what to upload, set retention, delete anytime. Nothing transits Koodle servers.
Contractually guaranteed. Your data never trains our models — or anyone else's. Zero Data Retention enforced through every subprocessor.
SSO / SAML, IP allowlisting, role-based access, audit logs, and session timeouts. On by default, inherited from your identity system.
SOC 2 Type II, ISO 27001, and annual third-party penetration tests by specialist security firms. Reports available under NDA.
Certifications and regulations Koodle meets architecturally, not as an afterthought.
CCO-ready briefing, trust portal, and penetration-test summaries available under NDA.
Request a demoKoodle is an AI company built for financial services by operators who've done the work — sell-side analysts, PE associates, compliance officers, and engineers who've shipped inside regulated environments.
Notes, memos, calls, decisions — most of it dies in inboxes and Slack threads the moment an analyst leaves. Koodle turns that flow into memory your team can query, review, and build on. We don't sell a chatbot. We sell the compound interest on everything your firm already knows.
Three principles that shape every product decision, hiring call, and customer conversation.
We sit with analysts, PMs, and CCOs. We don't guess at your workflow, we build alongside it.
Every design choice protects your data before it impresses a buyer. When privacy and polish conflict, privacy wins.
We'd rather ship one thing your team uses daily than ten things that demo well. Every feature has to earn its place.
We're always interested in hearing from operators who've worked inside financial-services firms. When we have open roles, they'll appear here.
Don't see your role? Write to us anyway — we hire against strength, not job descriptions.
This is a placeholder document. Final Terms of Use will be provided before service commencement. For procurement review or active evaluations, contact legal@koodle.com.
By accessing or using Koodle ("the Service"), you agree to be bound by these Terms of Use. If you are entering into these Terms on behalf of a company or other legal entity, you represent that you have the authority to bind that entity.
Koodle provides an institutional intelligence platform designed for financial services firms. The Service is provided on an "as-is" basis and may be updated, modified, or discontinued at our discretion. Access to the Service is subject to a separate written agreement between Koodle and your firm.
You agree to use the Service only for lawful purposes and in accordance with these Terms. You will not use the Service to violate any applicable law or regulation, infringe on any third party's rights, or attempt to gain unauthorized access to the Service or its related systems.
Koodle and its licensors retain all rights, title, and interest in the Service, including all related software, documentation, and trademarks. You retain all rights to the data you upload or generate using the Service. Nothing in these Terms transfers ownership of your data to Koodle.
Each party agrees to protect the other party's confidential information with the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care. Confidential information includes non-public business information, technical data, and customer data.
To the maximum extent permitted by law, Koodle shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of the Service. Our total liability for any claim shall not exceed the amount paid by your firm for the Service in the twelve months preceding the claim.
Either party may terminate these Terms in accordance with the governing written agreement between Koodle and your firm. Upon termination, your right to access and use the Service will cease, and Koodle will assist with the return or destruction of your data as set forth in the written agreement.
These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of laws principles. Any disputes arising under these Terms shall be resolved in the state or federal courts located in Delaware.
We may revise these Terms from time to time. Material changes will be communicated to your firm's designated contact in accordance with the governing written agreement. Continued use of the Service after changes take effect constitutes acceptance of the revised Terms.
Questions about these Terms should be directed to legal@koodle.com.
This is a placeholder document. Final Privacy Policy will be provided before service commencement. For procurement review or active evaluations, contact privacy@koodle.com.
This Privacy Policy describes how Koodle ("we," "us," or "our") handles personal information in connection with our marketing website and corporate operations. Because the Koodle platform runs on customer infrastructure, most platform data never reaches us — see "Customer Data" below for details.
We collect limited information necessary to operate our business: contact details submitted through demo request and contact forms, business correspondence, basic website analytics, and billing information from contracted customers. We do not collect personal information from end users of the Koodle platform deployed inside your firm.
The Koodle platform is deployed inside the customer's network. Documents, queries, embeddings, and model outputs generated through the platform stay on customer infrastructure and are not transmitted to Koodle. We do not train models on customer data under any circumstances, as set forth in our Master Services Agreement.
We use the limited information we collect to respond to inquiries, provide and support our Service, fulfill contractual obligations, send communications related to your account, and improve our marketing and outreach. We do not sell personal information.
For individuals in the European Economic Area, we process personal data on the basis of: your consent, the performance of a contract, our legitimate interests in running our business, or compliance with a legal obligation. You have the right to access, correct, delete, or port your personal data, and to lodge a complaint with a supervisory authority.
California residents have the right to know what personal information we collect, to request deletion of personal information, to correct inaccurate information, and to opt out of the sale or sharing of personal information. We do not sell personal information. To exercise these rights, contact privacy@koodle.com.
We retain the limited information we collect only as long as necessary to fulfill the purposes described in this policy, comply with our legal obligations, resolve disputes, and enforce our agreements. Customer platform data is controlled by the customer and governed by their own retention policies.
We implement administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. More detail on the Koodle platform's security architecture is available on our Security page and through our trust portal.
We use a limited number of third-party service providers to operate our business (for example, email delivery, billing, analytics). A current list of subprocessors is available on request. Platform subprocessors — to the extent any are required for your deployment — are disclosed in the Master Services Agreement.
We may update this Privacy Policy from time to time. Material changes will be communicated through our website and, where applicable, to the contacts designated in active customer agreements.
Questions about this Privacy Policy or our privacy practices should be directed to privacy@koodle.com.
A 30-minute walkthrough with an analyst or PM on your team. We'll run Koodle's AI against filings and notes from names you actually cover, on your hardware, behind your firewall.
We'll be in touch within one business day to schedule your walkthrough. If you don't hear from us, check that team@koodle.com isn't in a spam filter.
Koodle's user portal is currently in private deployment with pilot customers. If your firm is already contracted, your onboarding contact will send you direct sign-in instructions. Otherwise, request a demo to start the conversation.