Finpilot
Document intelligence for allocators, OCIOs and wealth managers
Finpilot, a Seattle company backed by Madrona, applies AI to the manager, client and internal documents that allocators, OCIOs and wealth managers handle. It answers questions, extracts data into CRMs and spreadsheets, flags notable incoming documents and drafts reports, with TIFF among its clients.
GAII take
Allocator workflows are document-heavy and under-tooled; assess extraction of fund-level metrics from inconsistent GP reports.
Allocator workflows are document-heavy and under-tooled; assess extraction of fund-level metrics from inconsistent GP reports.
- Website
- finpilot.ai
- Headquarters
- Seattle, WA, USA
- Founded
- 2023
- Company type
- Startup
- Funding
- $4.5M · Pre-seed / Seed
- Latest round
- Seed · $4M · Feb 2024
- Status
- Active
- Founders
- Lakshay Chauhan, John Alberg
- Investors
- Madrona, Ascend, Madrona Venture Labs
- Named customers
- TIFF Investment Management, Seattle Children's (endowment), LNW, The Clarius Group
- Also in
- Wealth Management & Advice
- Buyer
- Allocators & LPsWealth managers & RIAs
- Asset class
- Multi-asset
- Workflow
- Research & diligenceReporting & IR
- Ai capability
- Search & RAGDocument extraction
- Delivery
- SaaS application
GAII ID GAII-T0193 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.