The AI-Native Investment Management Platform.

End-to-end multi-asset class investment research and portfolio management platform. Refined over 20 years, built for tomorrow.

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10B+ Tokens Processed

10M+ Document Pages

$17B+ Client AUM

60+ Active Portfolios

33K+ Investment Profiles

Built by Investors for Investors

End-to-end investment management powered by agentic AI

Investment RMS

Comprehensive research management system providing real-time risk assessment, scenario analysis, and compliance monitoring across all asset classes with secure LLM integration.

Analytics Suite

Advanced analytics covering asset allocation, manager performance, portfolio attribution, and ad-hoc visualization—transforming complex data into actionable intelligence.

Document Management

Intelligent document processing with email ingestion, automated extraction, and integrated due diligence workflows. All your investment documents, organized and searchable.

Workflow Automation

End-to-end automation of investment processes from data collection to analysis and reporting, reducing manual tasks while ensuring accuracy and audit trails.

Unified Data Platform

Access all your investment data in one secure location. Multi-asset class support with proprietary market data, advanced search, and analyst note integration.

Virtual AI Analyst

AI-powered virtual analyst with access to portfolio data, market intelligence, and risk metrics to provide strategic investment recommendations in real-time.

Ready to transform your investment processes with agentic AI?

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Efficient Analysis. Confident Execution.

Data Extraction

Automatically extract and structure critical information—from fund profiles and team backgrounds to complex investment terms—delivering clean, standardized data ready for analysis and portfolio tracking.

Data Room Agent

Transform hundreds of unstructured investment documents into actionable intelligence. Spend less time on manual data entry and more time making informed investment decisions with our automated due diligence.

AI for Operations & Legal

Transform how your team works by automating document-intensive processes—from complex financial statements to side letters. Faster turnaround times, enhanced accuracy that drive real business value.

SEC & News Monitoring

Automatically tracks and analyzes SEC documents including ADV filings, comparing each new version against historical data to identify critical changes.

Your Data, One Place

SiriusAI compiles your documents and data in one place, enabling insights that siloed information simply can't deliver.

Analytics at Every Layer

SiriusAI integrates advanced analytics across every stage of the investment process, from market screening to portfolio monitoring. Quantitative insights flow seamlessly throughout the platform.

Frequently Asked Questions

Transform Data Into Decisions.

What asset classes does the platform support?

Sirius is a multi-asset class platform supporting equities, fixed income, private credit, private equity, real estate, hedge funds, and more. Our unified data architecture ensures you can analyze and manage diverse investment portfolios within a single platform, with proprietary market data and cross-asset analytics built in.

How does the Virtual AI Analyst feature work?

The Virtual AI Analyst is an AI-powered investment analyst that synthesizes your portfolio data, market intelligence, risk metrics, and investment mandates to provide strategic recommendations. It monitors market conditions, identifies opportunities and risks, and delivers actionable insights—functioning as an augmented intelligence layer for your investment team.

How secure is our investment data?

Security is foundational to our platform. We employ institutional-grade encryption, secure LLM access, rigorous access controls, and enterprise compliance standards. Your sensitive investment data, manager information, and proprietary documents are protected with the highest level of security designed specifically for institutional investors.

What's included in your service offering?

Beyond the platform itself, we provide comprehensive services: data onboarding and migration, custom AI feature development tailored to your needs, ongoing AI consultancy, file storage integration, and data room services. We're a product + service model—ensuring the technology adapts to your specific requirements and evolves with your investment strategies.

Can the platform integrate with our existing systems?

Yes. Sirius includes email document ingestion, file storage integration, and API connectivity to work seamlessly with your existing infrastructure. We can integrate with portfolio management systems, custodians, data providers, and other tools in your technology stack to create a unified data environment.

Ready to see the platform in action?

Book a personalized demo to see how Sirius transforms fragmented investment data into unified intelligence powered by agentic AI.

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