Desia Team
Company
November 26, 2025
Across the industry, many firms are weighing whether to build their own AI tooling. In practice, internal AI initiatives fail far more often than they succeed. The reasons are structural:
Most internal projects stall at the prototype stage. Desia exists to solve this problem. When firms choose Desia, they adopt an AI platform that already contains the infrastructure and security required for real financial work from the moment it is deployed.
Many firms try to tailor prompts on top of generic LLMs not purpose built for finance, but prompting alone cannot replicate what investment teams actually need. Financial analysis involves retrieving the right version of a document, interpreting tables and filings, reconciling discrepancies, and producing outputs that match a firm’s structure and logic. Without a domain-specific foundation and workflow awareness, outputs remain unreliable and disconnected from real financial work
Choosing Desia is essentially having a dedicated engineering unit available at all times. Our engineers iterate continuously with clients, review outputs to understand pain points, and refine our orchestration layer so the most suitable model is used for each task.
Instead of spending on consultants or building internally, firms gain access to continuous product iteration, rapid model updates, dynamic routing based on real use-case feedback, and a development cadence that keeps up with the pace of AI innovation. This extends to finance-specific workflows like trading comps and custom features, including slide automation for portfolio reporting, which then become shared capabilities across the client base.
Desia’s customer success function is not traditional support. Our team includes former bankers, consultants, and operators who understand deal materials, financial models, VDR complexity, and the workflows behind valuations, reporting, and monitoring.
Our forward-deployed implementation team spends time on site, guiding users through their daily work, recommending effective prompts and features, and gathering immediate feedback for future improvements.
We work directly with clients to design workflows, refine prompts, tune retrieval for their datasets, and build features around actual needs rather than forcing clients to adapt to the product. This makes adoption smooth and ensures Desia drives meaningful, lasting change.
As our models improve, this collaborative loop compounds. Clients shape the product, and the product continuously adapts to the real work investment teams need to do.
Desia is not a static product. It evolves every week, integrating lessons from thousands of use cases, new data sources, and emerging model capabilities. Improvements in retrieval accuracy, template extraction, conflict detection, and more are shared across the entire client base immediately.
Firms that adopt Desia are not buying software in the traditional sense. They are joining a system that becomes more capable over time and is supported by a team that understands both the work and the technology behind it.
Get in touch to explore how Desia can integrate into your processes and elevate your organisation's financial workflows.
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In Q3 2023, Company XYZ faced a major data breach, exposing customer information. The incident led to a 30% churn rate among enterprise clients over the next two months. Consequently, annual recurring revenue dropped from $30M to $23M by year-end 2023.
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