
- AI
- AWS
- CRM
- Data
- BI


A private equity investment platform relied on data analysts to answer routine analytical questions, creating delays in decision-making and reducing time available for high-value work. We developed an AI-powered data analyst that translates business questions into instant insights. The solution enables investment teams to access insights on demand, reduces analyst context switching, and allows analysts to focus on complex analysis while business users make decisions faster
FinTech
Under NDA
USA
Business users could not access ad-hoc insights independently and had to wait for analysts to answer routine questions.

The solution required an AI agent capable of generating accurate SQL queries while enforcing strict security controls over database access.

The AI agent needed to operate within an existing platform and reliably handle real business requests without disrupting current workflows.

We developed an AI-powered data analyst that integrates with the client's existing investment platform. The solution enables users to ask analytical questions in natural language and receive answers without involving the analytics team. A dedicated SQL translation agent converts business requests into database queries while understanding organizational context, workflows, and ownership structures.
To ensure reliability, we implemented a secure read-only access layer and intelligent routing logic. Routine questions are answered automatically, while complex analytical requests are redirected to human analysts. The platform delivers faster access to operational insights while allowing analysts to focus on high-value investment activities and reducing delays in decision-making.
Reduction in analyst distractions from routine requests
Faster answers to simple analytical questions
Saved weekly per analyst on reporting
Faster deal closing through quicker insights
SQL Translation agent
A custom business questions-to-SQL translation layer.

Context-aware business understanding
A context layer helps the agent understand business intent, ownership rules, and analytical context.

Secure data access layer
A secure read-only database access layer protects sensitive business and analytical data.

Intelligent query routing
A routing layer sends simple questions to the AI agent and escalates complex requests to analysts.


Routine questions turned into automated responses

Analyst dependency evolved into on-demand analytics

Delayed insights transformed into instant answers

Slower deal workflow accelerated into faster decisions

Python
Pydantic AI
FastAPI
OpenAI
Anthropic

Understands business entities, workflows, and ownership structures before generating accurate queries
Provides read-only database access while preventing data modification and protecting sensitive information
Distinguishes routine requests from complex analysis and routes each query to the right workflow
Transforms natural-language questions into reliable SQL based on business context and data structures
Adapts to evolving entities, workflows, and relationships without requiring complete model retraining
Integrated into the existing platform without disrupting workflows, users, or business operations
Understands business entities, workflows, and ownership structures before generating accurate queries
Provides read-only database access while preventing data modification and protecting sensitive information
Distinguishes routine requests from complex analysis and routes each query to the right workflow
Transforms natural-language questions into reliable SQL based on business context and data structures
Adapts to evolving entities, workflows, and relationships without requiring complete model retraining
Integrated into the existing platform without disrupting workflows, users, or business operations
"The biggest value is that investment teams no longer have to wait for analytical answers. People can ask questions directly and get useful insights in seconds. It allows analysts to focus on more strategic work while business users move faster. The combination of speed, reliability, and security made the solution immediately useful across our workflows"
Chief Technology Officer
Client
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