Agentic RAG platform for an investment fund
Context
A multi-strategy investment fund manages several hundred documents: DDQs (Due Diligence Questionnaires), investment memos, quarterly reports, investor communications. Teams spend considerable time searching, cross-referencing, and synthesizing information scattered across SharePoint, emails, and local files.
Problem
Investor reports and DDQ responses take 2 to 3 days per quarter per analyst. Information is redundant but never centralized. The risk of inconsistency between documents is high.
Akirys Solution
Complete needs assessment with front office and compliance teams. Benchmark and selection of a sustainable agentic RAG platform compliant with sovereignty and security requirements in the financial sector. Development of specialized document agents: a DDQ agent capable of pre-filling questionnaires from the document base, a reporting agent that synthesizes performance data, a communications agent that generates investor letter drafts. Integration with existing document management system.
Results
- ●DDQ preparation time divided by 5
- ●~8 days/year saved per analyst on DDQs alone
- ●Quarterly reports generated in minutes instead of days
- ●Document consistency guaranteed by a single source of truth
- ●Teams trained in agent usage and prompting
Tools : Agentic RAG platform · Multi-agent architecture · LLM APIs · SharePoint