Auquan

What Is Auquan?

Auquan is an agentic AI platform for institutional finance that runs workflows autonomously — from raw data through investment-ready outputs — across private credit, sustainability, and investor relations. Rather than assisting analysts with individual tasks, Auquan's agents handle the full execution of multi-step workflows: deal screening, Investment Committee (IC) memo drafting, covenant monitoring, and Environmental, Social, and Governance (ESG) screening. In addition, portfolio monitoring, Limited Partner (LP) quarterly reporting, Due Diligence Questionnaire (DDQ) responses, side letter compliance, and Request For Proposal (RFP) responses deliver formatted, firm-specific outputs that are ready to review rather than requiring teams to start the process from scratch.

What Is Auquan Best For?

Auquan is best known for its Private Credit Agent, which reduces the time it takes to execute deal screening and IC memo generation by handling the full workflow autonomously. It qualifies lending opportunities against a firm's criteria, identifying red flags, extracting and analyzing financials, benchmarking comparable transactions, and producing a formatted IC memo to the firm's standards. It is particularly suited to private credit teams facing compressed timelines and surging deal flow who need to evaluate three times as many opportunities without adding headcount.

How Much Does Auquan Cost?

Auquan pricing commonly starts at $30,000–$100,000+/year based on market data. Actual cost, however, may vary depending on data volume, integrations, and organizational size. Beyond the foundational costs, additional pricing may also include:

• Implementation Costs – Ranges from $15,000–$100,000 covering project setup, onboarding, configuration, workflow customization, and API integrations. Complex enterprise implementation cost may exceed this range
• Hidden Costs – Typically costs around $5,000–$75,000+ based on AI models or agents, premium data connectors, custom integrations, SSO/SAML setup
• Ongoing Costs – Can largely vary from $3,000–$30,000/year depending upon the customer success services, premium support, software updates and more

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

Auquan Integrations

The vendor hasn’t disclosed integrations list publicly.

How Does Auquan Work?

Log in to Auquan and receive investment-ready outputs for the workflows your team runs following these steps:

• Connect Auquan to your firm's internal data sources, data rooms, and subscription feeds. The platform accesses all simultaneously alongside its external source library
• Configure your firm's templates, risk thresholds, IC memo formats, and reporting standards once, so all outputs adhere to these standards going forward
• Submit a deal, portfolio company, or investor request to the relevant agent: Credit, Sustainability, or IR
• The agent autonomously executes the full workflow: sourcing data across internal and external sources, extracting and analyzing relevant information, benchmarking, and drafting a formatted output
• Receive a complete, firm-formatted deliverable: IC memo, ESG assessment, LP quarterly report, DDQ response, or RFP that are ready to review
• Review the output alongside its complete audit trail, which traces every data point, source, and conclusion for IC or regulatory review

Who Is Auquan For?

Auquan is well-suited for organizations in the following industries and sectors, which may include:

• Private credit
• Private equity
• Asset management
• Wealth management
• Banking
• Investment services
• Sustainability

Auquan Use Cases

Based on our analysis of Auquan's current capabilities, we identified several scenarios where the platform is a strong fit:

1. Private Credit Teams Screening High Deal Volume Against Firm Criteria

Private credit teams handling surging deal flow need to qualify lending opportunities quickly against their investment criteria without spending two days per deal on manual research and memo drafting. Auquan's Credit Agent produces an initial fit assessment, red flag identification, financial health snapshot, preliminary structure evaluation, and industry positioning overview. These are formatted to the firm's IC standards with full source citations.

2. ESG Teams Managing Portfolio-Wide Sustainability Monitoring And Regulatory Reporting

Sustainability teams monitoring ESG risk across large portfolios face compressed timelines, evolving regulations, and complex LP sustainability priorities simultaneously. Auquan's Sustainability Agent handles ESG screening and assessment, portfolio ESG monitoring, impact measurement and reporting, and regulatory compliance evidence.

3. IR Teams Producing Quarterly LP Reports Across Multiple LP Tiers

Investor relations teams at private markets firms spend weeks per quarter producing LP reports with portfolio updates, capital account statements, and fund-level commentary, customized per LP tier. Auquan's IR Agent reduces quarterly LP reporting time by generating complete, LP-tier-customized reports in PDF, Excel, and web portal formats from internal fund data and portfolio company reports simultaneously.

4. Credit Teams Responding To Due Diligence Questionnaires Under Tight Deadlines

DDQ responses require cross-functional coordination and consistent answers drawn from multiple internal sources. It is a process that typically takes a few days of back-and-forth. Auquan's IR Agent handles DDQ and RFP responses by accessing internal fund data, investor agreements, and portfolio company reports simultaneously, producing a complete draft response formatted to the firm's standards in one hour.

Is Auquan Right For You?

If your institutional finance team spends numerous hours per week on manual execution work, and needs those workflows completed autonomously to investment-ready standards; Auquan is worth evaluating.

The platform is trusted by top 50 global financial institutions, with named clients including BC Partners, MetLife, and T. Rowe Price. It also holds SOC 2 Type II certification, ISO 27001 compliance, and GDPR and CCPA compliance. The platform is built by engineers from Microsoft and Optiver.

Still not sure about Auquan? Contact our support team at (661) 384-7070 for further guidance.