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Enterprise autonomy
across your portfolio companies.
Turn AI in your Applications
into Agents and Automations
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AI Analytics for Finance and Operations
Uncover the value buried in your
Powered by agents built for complex enterprise workflows & data.
AI deployment across your portfolio companies
Deploy AI agents across portfolio companies to automate workflows, surface operational insights, and scale operating teams.
Integrate Existing Systems in Hours not Months
Connect legacy applications, databases, and third-party platforms without disrupting existing workflows.
Autonomously Map Your Firm's Intelligence
Our core engine automatically connects entities, documents, workflows, and data into a unified intelligence layer.
Where Institutional Knowledge Compounds
Capture context across the organization and transform expertise into a lasting competitive advantage.
How AI Scales Across Your Portfolio
Transform portfolio company data into actionable intelligence that accelerates value creation.
Connect data across ERPs, warehouses, and spreadsheets in days
- Create a unified data layer across all enterprise finance and operational systems
- Model company structures, entities, business segments, and key performance metrics
- Capture and centralize institutional knowledge that typically resides in spreadsheets and people's heads
Explore and analyze data with full business context.
- Query enterprise data in natural language across systems and sources
- Interactively explore charts, tables, and underlying business data
- Move from insight to root-cause analysis with a single click
Turn high-value analyses into repeatable workflows that execute consistently every reporting period.
- Automate recurring processes such as P&L reporting, variance analysis, and cost driver tracking
- Apply consistent business logic across reporting periods, entities, and scenarios
Continuously monitor key metrics with live dashboards and proactive alerts
- Automatically refresh dashboards as new data arrives
- Build dashboards from metrics, tables, charts, and insights
- Continuously monitor key metrics, workflows, and business trends
Create decision-ready deliverables powered by live data and business logic.
- Export tables, charts, and structured analyses into presentation-ready formats
- Support leadership, board, and operational review processes
- Share dashboards, insights, and workflow outputs across teams
Our Features
Connect to any data source
Connect existing applications and data sources without rip-and-replace implementations.
Verify AI answers instantly
Trace every answer back to its source with citations, supporting evidence, and full transparency.
Customize Complex Workflows
Work with our team to configure workflows tailored to your firm's processes, teams, and operational requirements.
End to end Collaboration
Collaborate seamlessly across teams with shared workspaces, approvals, comments, and deliverables.
Learn How Norric Compares
Unlike traditional BI, FP&A, ERP, and LLMs, Norric combines institutional knowledge, business context, and workflow automation in a single platform.
Enterprise-grade Security
Enables asset managers and institutional allocators to operationalize proprietary firm data and deploy AI across investment operations.Enables asset managers and institutional allocators to operationalize proprietary firm data
and deploy AI across investment operations.
ISO 27001
Certified information management.
SOC2
Audited security & compliance controls.
GDPR
Global privacy and data protection.
HIPAA
Protection for sensitive data.
Transform How Your Investment Team Operates
Experience AI-native workflows that automate operations, unlock institutional knowledge, and accelerate execution across the investment lifecycle.
