Hilco are offering for sale the shares, or the business and assets of a provider of advanced AI applications for productivity, automation and analytics, for financial services.
The platform enables investment professionals to rapidly search, analyse and generate insights from both proprietary and third-party data sources, significantly reducing manual research and document preparation while improving consistency and accuracy.
Business Highlights
Proprietary end to end platform enhances workflows by providing a single reliable source of truth and automating everyday tasks with unmatched precision
Seamlessly integrates and analyses all data in one platform, unlocking new insights to make smarter, faster decisions. Provides precise answers, reliable data from cross-referenced sources and trustworthy verification processes. Improves productivity by automating repetitive tasks to keep focus on value-added activities.
Rapidly expanding customer base including private equity, family offices, professional consultants
High growth end market – $100m+ of existing pipeline
SOC 2 Type I accreditation
Team of 12: 6 UK employees and 6 contractors based in UK/internationally. Executives have significant startup, PE, and investment banking experience
Currently producing c. $440k ARR
Assets for Sale
Proprietary Software Platform – Fully developed and commercialised platform
Organisational Knowledge & Know-How – In-depth trade secrets and knowledge base integral to the development of the Company’s technology
Client Contracts – The existing customer agreements and pipeline prospects
Goodwill – The valuable goodwill attaching to the business
Sales Process and Further Information
The deadline for offers is Tuesday 21 July 2026 at 11am BST
On receipt of a signed non-disclosure agreement (NDA) access will be provided to a virtual data room housing additional information. To access the NDA please click the link, sign and return via email to [email protected]
Key Terms and Conditions
No warranties, express or implied, are provided in relation to any information or statements made in connection to this opportunity. The information contained herein, and within the project dataroom, has not been verified by Hilco and prospective purchasers must undertake their own due diligence to satisfy themselves as to the accuracy of all such information and any statements made. Hilco acts as agent for the Vendor who offers for sale only such right, title and interest the Company possesses in the assets.
