For private credit · private equity · growth equity

AI-native portfolio
intelligence

Haydn turns every document that your companies send you into a live structured view of your portfolio, with every number cited to its source and automating the workflows that your team is already used to

Product demo: three documents arrive in Haydn, one as a reply to a scheduled data request, one forwarded to the secure inbox, and one dragged in by hand. The reviewer opens the dragged-in one, a monthly board report PDF; the AI agent identifies the company and document type, finds its P&L, balance sheet, cashflow and KPI tables, matches them to the statements already in Haydn, detects the currency, scale and actual/budget columns, and extracts each one. Every value in the resulting P&L grid links back to its cell in the source PDF, and a value that conflicts with a previously accepted figure opens the workbook it came from. The reviewer accepts the new value and approves the document, and the numbers land in the portfolio view beside every other company's standardized metrics.

Backed by Moonfire Ventures and finance leaders, including the CFOs of Cloudflare and Wise

  • $400bn+Managed by funds using Haydn
  • 98.6%Extractions approved with no manual edits
  • <3 minPer document, instead of an hour by hand
  • SOC 2And ISO 27001 certified
The product

Run your portfolio on autopilot

Haydn collects every document, reads every figure and shows you what matters. From collection to analysis, nothing gets rekeyed.

01

Automate collection

Put every company on a reporting schedule once. Haydn requests each deliverable, chases when it is late, and files it the moment it lands.

  • Monthly financials, compliance certificates, cap tables and budgets, each on its own cadence
  • Chasers sent automatically and escalated on your rules
  • One screen shows what is in, what is late, and who has been nudged
Every company on its own schedule
Reporting schedule · July
Today1 Jul
Financial statements
Compliance cert
Budget
Meridian Software
Due 5 Jul
Due 10 Jul
Due 15 Jul
Halden Logistics
Due 10 Jul
Due 7 Jul
Due 20 Jul
Boreal Facility Svcs
Due 5 Jul
Due 12 Jul
—
Northwind Foods
Due 5 Jul
Due 10 Jul
Due 18 Jul
Cobalt Health
—
Due 8 Jul
Due 15 Jul
02

Extract from any document

PDFs, Excel, decks, emails and scanned pages, including the ones someone photographed. Every figure is boxed on its source, normalized to your periods and units, and lands in the same table.

  • YTD-only reports derived to monthly. Multipliers and currencies detected, not assumed
  • Every figure cited to its source page or cell
  • Restated priors flagged, with both figures kept and cited
Any format the borrower sends
Financial UpdatePDF
Mgmt AccountsXLSX
Lender DeckPPTX
Compliance CertPDF
Facilities AgmtPDF
03

Standardize financials

Every company reports its own way. Map each as-reported line onto your standard statements once. Haydn applies the mapping to everything that arrives after that and compares like-for-like.

  • As-reported lines mapped onto your standard P&L, balance sheet and cash flow, not just relabelled
  • Custom per company, applied automatically to every new report
  • Leverage, coverage and margins comparable across the book
Map as-reported lines to your statement
As reported
Subscription MRR$2.2M
Setup fees$0.9M
Implementation svcs$0.8M
Refund reserve$0.1M
Hosting & infra$0.6M
Engineering payroll$1.1M
G&A$0.4M
Other expenses$0.1M
Standard P&L7 suggested by Haydn
Revenue
Drop lines here
Cost of sales
Drop lines here
Operating expenses
Drop lines here
EBITDA
Revenue − cost of sales − operating expenses
04

Understand your portfolio

Haydn has read every report, agreement and transcript in the portfolio. It surfaces what changed, trends any metric across companies, and reasons through the hard questions the way an analyst would.

  • What moved, what missed and what management committed to, surfaced as each update lands
  • Trends, charts and dashboards built from a single sentence
  • Click any figure to open the source with the number boxed. If it is not in your documents, it says so
Ask anything across the book
What runs on Haydn

Built on the numbers you already approved

Covenants, cash flows, valuations and commitments, all run from the same cited figures. Take any of them into Excel or by API.

  • SFA extraction

    Facilities, margins, covenants and definitions pulled from the agreement.

  • Cap table extraction

    Holders, classes and fully diluted ownership from any round document.

  • Covenant testing

    Every test run on the day the numbers land, with headroom trended.

  • Cash flow tracking

    Interest, fees, distributions and repayments matched per company.

  • NAV tracking

    Fund NAV rolled from the latest approved figures, every input cited.

  • Valuations

    Marks on your methodology, refreshed as new figures are approved.

  • Commitment tracking

    What management committed to, logged from every update and checked against the next.

  • Excel add-in

    Pull any figure into your own models with a formula. Refreshes as new figures are approved.

  • Exports and API

    Every table exportable, every figure available by API.

Security

Enterprise-grade security and compliance

Haydn is independently audited and continuously monitored to meet the standards of private capital firms and their investors.

  • Never trained on client data
  • SOC 2 and ISO 27001 certified
  • EU or US data residency
  • GDPR ready
Read the security overviewTrust center ↗
AICPA SOC for Service Organizations
ISO/IEC 27001:2022 certified
EU GDPR compliant
Why Haydn

No more copy-paste. No more chasing. No more surprises at committee.

Today

Every company reports differently. One sends monthly P&L, the next only YTD. Budget arrives as a variance column, not a number. Someone rebuilds the bridge in Excel every quarter.

With Haydn

Haydn reads the pack as it arrives — PDF, Excel or deck — and turns it into monthly financials on your definitions, with each figure linked back to the page or cell it came from.

Today

Financials sit in a monitoring tracker, loan terms in a 300-page agreement, cash in the ledger. Nobody sees a borrower whole without opening all three.

With Haydn

Financials, covenant terms and cash transactions in one place per company, so you see the whole borrower without opening three systems.

Today

Partners walk into committee hoping the covenant tracker is current, the interest actually arrived, and someone remembers what management said last time.

With Haydn

Ask Haydn. Every covenant test, every cash transaction, every commitment management made — answered in seconds, current as of the latest pack.

See what your portfolio actually looks like

Book a demo →