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FintechAI/MLRAGAgents

AI due diligence that cites its sources

Emblem. An AI platform for private equity and investment teams. We built the document intelligence underneath it: more than 10M pages indexed, answers with page-level citations, and a perfect score on the Vectara RAG accuracy benchmark.

AI due diligence that cites its sources - Emblem
10M+
Pages indexed
across investor data rooms
100%
Vectara RAG accuracy
across 3,000 benchmark queries
95.5%
SpreadsheetBench
verified by the benchmark team
Type II
SOC 2
certified for institutional investors

The challenge

A private equity deal comes with a data room full of PDFs, spreadsheets and call transcripts. Analysts need answers they can defend in an investment committee, so every number has to trace back to the page it came from. A generic chatbot can't promise that. It blends sources, and sometimes it makes things up.

What we did

Pages, not chunks

We made the page the unit of retrieval. Every page goes through OCR on its own with Google Vision, Gemini handles charts and graphs, and each page keeps its file name and page number all the way through. Spreadsheets are parsed sheet by sheet. Every page moves through a state machine with retries, so one broken file never stalls a whole data room.

Search that finds the right page

Retrieval blends three methods: vector search, BM25 keyword search and HyDE, where the model drafts a likely answer and searches with that. The results are merged with reciprocal rank fusion, and each question fans out into several searches.

Checking before answering

Before anything is written, a separate model pass scores every retrieved page against the question and drops the ones that don't hold up. The answer is written only from pages that passed, and the citation is just metadata carried along, so it can't cite a page it never saw. When the documents don't cover something, the answer says so.

Agents, evals and security

The agent workflows run on LangGraph and LangChain, with LangSmith for tracing, test datasets and regression runs. The platform also pulls out financial metrics like revenue, EBITDA and margins and reconciles them across documents. Sachin led the platform as CTO, and we set up the Google Cloud infrastructure and led the security work behind SOC 2.

The outcome

Emblem has indexed more than 10 million pages and scored 100% on the Vectara RAG accuracy benchmark across 3,000 queries. It also scored 95.5% on SpreadsheetBench, verified independently by the benchmark team, and completed SOC 2 Type II certification.

Tech stack

  • TypeScript, Node.js, Nest.js, Next.js, React
  • Python, LangGraph, LangChain, LangSmith
  • PostgreSQL, Prisma, TurboPuffer, Redis
  • Google Cloud, Gemini, Google Vision, Docker, Grafana
Services Provided
AI/MLArchitectureBackend DevelopmentSecurity

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