SOLUTIONS

The Agentic Workflows That Run Your Firm

Robin agents run critical workflows today at some of the largest financial institutions in the country, inside each firm’s own secure environment.

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BUILT ON OBIN

Solutions Configured For Your Firm

Build agentic workflows from scratch or start as a pre-configured template in the catalog, adapted to your firm’s policies, thresholds, and analytical frameworks before it ships.

Asset Management

Wealth Management

Insurance

More Deal Capacity Without Adding Headcount

Agentic Workflows put your firm’s best practices behind underwriting, monitoring, and reporting across private equity, private credit, and real estate, at scale.

Workflows Robin agents run:

Underwriting

Agents run first-pass diligence from source documents to IC memo so that analysts and associates spend their time forming the view, not assembling it.

Portfolio monitoring

Continuously track covenants, performance, and market signals across the portfolio, surfacing decision-ready views with your team retaining full control.

LP reporting

When an LP asks about exposure, the answer comes from live portfolio data rather than waiting until quarter-end.

Institutional knowledge

Cross-asset signals and comparables from prior deals, pulled from disparate sources, with every recommendation traceable to its source.

Deal memo

Conviction, faster

Repetitive work shifted to agents

CUSTOMER OUTCOMES

What production looks like at institutional scale

$500B+ Private Credit Fund

Loan notices processed per year

A Robin agent reads each notice — interest, repricing, PIK, facility changes — validates it against the credit agreement and deal record, posts updates, and escalates the exceptions.

Top Global Asset Manager

Portfolio risk observability, in the firm’s environment

Robin agents surface converging risk signals for human review, inside the firm’s own environment.

Top U.S. Insurance Network

Every advisor’s day, assembled in one view

Robin agents draft each advisor’s client preparation documents, refine them on request, and keep production metrics and goal attainment visible in real time.

$10bn+ AUM Debt Fund

~0%

Faster to LOI

Deal insights with go/no-go decisions in minutes, investment memos created, and deal economics serviced live in the fund’s own models.

hours saved a week

~$0

in annual ROI

Built by experts from

Goldman Sachs

See what Obin can do for your firm.

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