Frequently Asked Questions

Binocs has built Gen-AI solutions for underwriting and portfolio monitoring use cases specifically designed for B2B lenders, including private credit funds, private equity, non-bank lenders, and banks; our software automates workflows and manual tasks, freeing up time for critical decision-making.

Automates loan portfolio monitoring, covenant tracking, and financial data extraction. Provides real-time early warning signals to prevent defaults.Generates AI-powered risk dashboards for faster,data-driven decisions.

Automates investment memo creation, reducing manual effort in due diligence.Provides portfolio monitoring dashboards to track financial performance.Enhances deal evaluation by instantly analyzing financials and industry trends.

Speeds up commercial due diligence by analyzing market positioning and growth potential.Automates investment memos and teaser analysis,streamlining deal origination. Delivers industry research insightsaligned with client investment criteria.

Binocs is SOC 2 compliant and follows enterprise-grade security standards, ensuring end-to-end encryption, role-based access control, and compliance with financial data privacy regulations

Private Equity, Consulting, Corporates and PE portfolio companies, Private Credit, Venture Capital, Venture Debt, Banks, Non-Bank Lenders

Binocs is equipped to handle a wide range of structured and unstructured financial documents, including Financial Statements, Bank Statements, 10-Ks, Tax reports, Business MIS/KPIs (Portfolio Cuts), Covenant Declarations, Interest Notifications, and more. Our AI-powered analyzer extracts relevant insights automatically, saving time and reducing manual effort.

LISA is our AI powered finacial analyst. You can define specific criteria or metrics, and LISA will process the relevant documents to generate detailed insights and reports.

We are actively working towards SOC 2 certification to meet the highest standards of data security, availability, and confidentiality for financial institutions.

You can request a demo through our website, and our team will provide a customized walkthrough of how Binocs can enhance your investment or lending process.

Binocs stands out by delivering over 98% accuracy with zero hallucinations through a multi-LLM approach. It uses real-time web scraping and trusted APIs like Yahoo Finance and SEC EDGAR for up-to-date, reliable data. Reports are clearly structured and available as ready-to-use PowerPoint files, making insights easy to understand and act on—unlike typical LLMs that rely on outdated data and often hallucinate.

Binocs’s agentic structure simulates a traditional investment committee by using multiple specialized AI agents, each representing roles like industry experts, strategists, and financial analysts. These agents collaborate to create detailed, personalized investment memos, automating what is usually a manual and time-consuming process while maintaining rigor and nuance.

Agents can be customized by adding or removing specific personas based on the deal or fund requirements, such as adding an ESG expert. Each agent’s role and characteristics can be adjusted to focus on relevant areas, allowing the system to adapt dynamically to different analytical needs. You can edit the agent personas by going to Settings>>Agentic models.

Binocs sources data by replicating a traditional workforce through specialized agents, combining real-time scraping of public information like industry reports and competitor websites, and integrating trusted third-party data and internal company documents to provide accurate, up-to-date insights.

Yes, reports are highly customizable. Funds can select which sections to include or exclude and choose between formats—such as score-driven visual reports or narrative-style memos—ensuring the output aligns with their investment committee preferences.

Absolutely. Binocs offers an NLP-powered chatbot that lets users interactively edit and enrich the report by asking questions or adding insights in real time. The system merges these inputs seamlessly, enabling quick customization from draft to near-final versions without manual rewriting.

Binocs ensures accuracy by leveraging multiple large language models (LLMs) that collaborate within an agentic workflow. This multi-model approach allows cross-verification of data and insights, reducing the chance of errors. Additionally, the system applies several layers of validation and sanity checks to continuously monitor and confirm the correctness of extracted information, resulting in highly reliable and consistent outputs.