Benki

Benki AI for M&A and Financial Intelligence is a dynamic, AI-powered platform designed to streamline due diligence, deal documentation, compliance, and financial modeling for mergers and acquisitions. It emphasizes transparent audit trails, real-time AI agent capabilities, customizable knowledge sources, and governance controls to accelerate deal execution while reducing compliance risk. The platform combines AI-assisted analysis with auditable human-in-the-loop workflows, enabling faster deals with clear attribution of contributions and decisions.

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How Benki Works

• Create and customize AI agents in real-time using a model customization playground.
• Integrate bespoke knowledge sources, set access permissions, and assign roles for virtual analysts.
• Generate dynamic, auditable deal documents (P&L, CIMs, term sheets, memos) and automatically update financial models.
• Benchmark and evaluate LLM performance in finance with FinBench Arena, an open-source platform for transparent evaluation in real-world scenarios.
• Build and deploy an institutional LLM deployment strategy aligned with your firm’s risk tolerance and governance.
• Manage and publish documents (PDF, DOCX, HTML) with traceable changes and source citations.

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Key Capabilities

• Instantly generate deal documents with AI and keep financial models up to date.
• Reduce compliance risk by tracking both human and AI contributions.
• Create AI agents in real-time with a configurable governance playground.
• Integrate custom knowledge sources and enforce access permissions and role assignments for virtual analysts.
• Open-source or open benchmarking ecosystem through FinBench Arena for transparent performance evaluation.
• End-to-end support from initial sourcing to due diligence and final reporting.

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How to Use Benki (High-Level)

1. Join the waitlist or request a demo to access the AI governance playground.
2. Configure your deal workspace, upload or connect data sources, and set roles for virtual analysts.
3. Create AI agents tailored to due diligence tasks (risk analysis, scenario testing, financial modeling, compliance checks).
4. Generate dynamic deal documents and automatically propagate updates to financial models as new data arrives.
5. Review AI-assisted outputs, validate with human oversight, and publish or export documents.

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Safety and Compliance Considerations

• Ensure proper attribution of AI-generated content and maintain auditable logs of contributions.
• Use AI tools for decision support and ensure human review for critical financial and regulatory decisions.
• Calibrate AI agents and data sources to comply with internal governance and external regulations.

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Core Features

• Real-time AI agent creation with a customizable governance playground
• Integration of bespoke knowledge sources, access controls, and role-based permissions for virtual analysts
• Dynamic generation of deal documents (CIMs, term sheets, memos) with automatic updates to financial models
• Auditable attribution of both human and AI contributions for compliance and traceability
• LLM benchmarking via FinBench Arena for transparent evaluation in real-world financial scenarios
• Ability to publish and export documents to PDF, DOCX, or HTML with source citations
• End-to-end workflow support from sourcing to due diligence to final reporting