For private credit · private equity · growth

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

Ingest. Standardize. Analyze.

Every financial update, compliance certificate and loan agreement becomes structured, comparable data you can test against.

01

Ingest every document, whatever the format

One company sends monthly P&L, the next only YTD. Budget arrives as a variance column. Haydn reads whatever the PDF, Excel or deck actually says.

  • YTD converted to monthly, variances resolved, multipliers detected
  • Loan terms and covenant definitions pulled from the facilities agreement
  • Every deliverable scheduled, chased when late
  • Every figure cited to its source page or cell
Any format the borrower sends
Financial UpdatePDF
Mgmt AccountsXLSX
Lender DeckPPTX
Compliance CertPDF
Facilities AgmtPDF
02

Standardize across your portfolio

Every company defines EBITDA differently. Define each metric once from their own line items, then compare like-for-like.

  • Formulas, not just label mapping
  • Custom per company, applied automatically
  • Leverage, coverage and margins comparable across the book
Compose metrics from any line items
Revenue
=
Online+Retail+Wholesale−Returns
=
AP
Apex
Income statement · TTM
Online sales$2.4M
Retail channel$1.6M
Wholesale partners$0.9M
Returns & refunds$0.7M
Cost of goods$1.6M
Salaries$0.8M
Rent & utilities$0.2M
Other expenses$0.1M
Standardized portfolio metrics
ApexHelios+12
Revenue$4.2M$3.8M
EBITDA$0.9M$0.7M
Net leverage4.6x3.9x
Like-for-like across 14 portfolio companies
03

Analyze covenants, cashflows and commitments

Covenants tested against the terms in the agreement. Every cash transaction tracked. Breaches flagged the day the numbers land.

  • Leverage, interest cover and liquidity, with headroom trended
  • Interest, fees, distributions and repayments tracked per company
  • Ask anything, get cited answers in seconds
How has Helios's covenant headroom changed?
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
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.