Streamline Financial Workflows with
Smart Automations
What We Do
Built by investment professionals, we create customized tools with a variety of applications across industries.
Improve Investment Outcomes
Our platform helps investors monitor portfolios and make better investment decisions.
Process Legal and Financial Documents
Extract key information from complex documents. Custom outputs straight into your team's spreadsheet templates.
Generate Financial Analysis
Whether creating investment memos or performance summaries, Winford's automation tools reduce manual workloads.
Managed Services
Outsource financial workflows to our team. We'll handle your most complex tasks, leveraging our tech to reduce your costs.
Industry-Specific Rigor
Our algorithms are trained to fit specific needs across verticals. We can customize our platform to produce outputs relevant to your team.
Use Cases
Built by investment professionals, we cater to a variety of applications across industries
Credit Funds
Purpose-built tools to monitor loan portfolios and underwrite better investments.
Alternative Investments
Leverage internal data to support new deals and manage existing positions.
Financial Institutions
Never miss an opportunity with front-to-back office tools for advisory teams.
Fund Administrators
Eliminate manual data entry tasks and streamline operations.
Professional Services
Make manual tasks a thing of the past by professionalizing existing processes with an automated approach.
Achieve More with
Our AI-Powered Benefits
Maximize your team's productivity, gain differentiated perspectives, and unlock new opportunities with our tailored solutions.
Save Time
Save investment professionals 10+ hours per week on manual workflows.
Unlock Insights
Unlock proprietary insights, benchmarking new opportunities against historical investments.
Expand Deal Universe
Expand deal universe by quickly analyzing new deals.
F.A.Q.
Why consider Winford?
Winford is built to speed up your team and make them more intelligent, eliminating endless hours of manual tasks. Our tools amplify internal team members, and reduce the need for and cost of outsourced support.
How is Winford implemented?
For ease of use, we can provide solutions via our web app or through an on-prem approach. Additionally, we are able to work with and provide outsourced providers to supplement your team's existing process.
How does pricing work?
Please reach out to info@winford.ai to learn more.
How does Winford use my data?
We do not train models on your data. Data from each client is stored separately and is only accessible by that client, keeping information secure.
Backed by Global Leaders
Built by Industry Experts
Built by a team of former credit investors, leading AI engineers, and cybersecurity specialists, ensuring the highest standards.
Our Bespoke Approach
We know every firm has unique processes, materials, and goals. We excel in creating customized solutions for our clients that integrate with existing experiences, improving outcomes without impacting established procedures. We also can provide out-of-the-box tools for immediate use dependent on need.
Built With Security At Our Core
We know the security of your data is of the utmost importance. We've built our platform to meet the highest security standards. All data on our platform is encrypted in transit and at rest, in line with industry standard protocols. Our engineering team is on call 24/7/365 in the event of any security-related concerns.
Get in Touch to Learn More
Be the first in line to get access to our newest suite of features. Please fill out the form, and we'll be in touch shortly with information on how to book a demo and gain access to our platform.