When the market moves, you’re already there

When the market moves, you’re already there

Instant answers. Custom insights. No noise. Oraion reads and anticipates the market so you don’t have to.

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Benefits at a glance
  • Move faster with AI that surfaces relevant insights and current market data. No digging required.



  • Instantly search deal history across your firm with one secure, centralized source of truth.



  • Spot market shifts early with live data from Bloomberg, Capital IQ, and others - already wired in.



  • Ask anything in Slack or Teams. Your Oraion Chat Agent is already in the loop.



  • Skip the busywork. Oraion auto-generates memos, dashboards, and everything in between.



  • Search documents in any language. Just type in English, Oraion handles the rest.

A knowledge hub for investment data
  • Unified deal archive with fast access to active, completed, and passed deals.



  • Search across emails, docs, and cloud files with context-aware AI.



  • Ask in plain English, get answers from documents in any language.



  • Chat with your data directly in Slack, Teams, or inside the Oraion app (wherever you work).

Your data is only useful if you can trust it. Oraion handles deduplication at ingest, aggregates records across sources, and gives you Metric Agents to define dimensions and quality rules that match your business. You can run and schedule validation scans that flag anomalies, missing values, or inconsistent formats before they affect decisions.

Key Advantages

  • Consistent Inputs: Automated deduplication and unified records across all connected sources.

  • Flexible Metrics: Metric Agents let you shape dimensions, rules, and thresholds based on your workflow.

  • Proactive Monitoring: Scheduled scans surface issues early so data stays clean and reliable.

Your data is only useful if you can trust it. Oraion agents handle deduplication at ingest, aggregates records across sources, and gives you Metric Agents to define dimensions and quality rules that match your business. You can run and schedule validation scans that flag anomalies, missing values, or inconsistent formats before they affect decisions.

Key Advantages

  • Consistent Inputs: Automated deduplication and unified records across all connected sources.

  • Flexible Metrics: Metric Agents let you shape dimensions, rules, and thresholds based on your workflow.

  • Proactive Monitoring: Scheduled scans surface issues early so data stays clean and reliable.

Benefits at a glance

Data is everywhere and definitions rarely match. CRM records, ERP tables, spreadsheets, and human knowledge all live in separate places with conflicting terms and formats. Headcount might mean full-time staff in one system and include contractors in another. New York might appear as NY or spelled out. ARR in a CRM can differ from ARR in an ERP.

Oraion’s Context Catalog brings all of this together. It aligns definitions, standardizes formats, and connects institutional knowledge with system data so everyone works from the same source of truth.

Key Advantages

  • Unified Definitions: Centralizes business terms so teams stop guessing what a metric means.

  • Consistent Formats: Normalizes fields and values across every source.

  • Shared Knowledge: Captures context from experts and ties it to live data for clarity at every step.

A platform built for market intelligence.
  • Live Market Data Feeds: Integrates with Bloomberg, Capital IQ, and other data providers.

  • Real-Time Insights: Aggregate news, financials, and market trends into one view.

  • Faster Research: Automates data gathering to reduce analysis time.

Your very own Investment Analyst Agent
  • Automated Memo Creation: Draft investment memos using both historical deal insights and documentation on customer and market data.

  • Deal Scoring Engine: AI-powered analysis and risk-scoring aligned to customer needs.

  • Intelligent Alerts: Get notified about matching historical or emerging opportunities.

Seamless Integration
  • Deployed in your cloud (VPC): Full control over data, compliance, and integrations.

  • Seamless Integration: Works across Microsoft 365, Outlook, SharePoint, Teams, Slack and others.



  • Role-Based Security: Protect sensitive data with authenticated user access.

Frequently asked questions

Frequently asked questions

Get answers to most common questions about Voltra, its features and how to make most of our powerful finance dashboard.

Get answers to most common questions about Voltra, its features and how to make most of our powerful finance dashboard.

How long does Oraion take to implement?

Oraion delivers workflows on real customer data in 5 days or less – so your team can start seeing value immediately.

How is Oraion different from other analytics platforms?

Oraion is your single source of truth for enterprise data, providing AI-powered instant insights across your organization. It works like a 24/7 virtual data team, allowing you to ask complex business questions in natural conversation – no need for SQL queries – and get immediate, actionable answers.

Can Oraion be deployed in our own cloud environment?

Yes, Oraion can run directly in your virtual private cloud, keeping your data fully within your infrastructure to meet the highest security and compliance standards.

How long does Oraion take to implement?

Oraion delivers workflows on real customer data in 5 days or less – so your team can start seeing value immediately.

How is Oraion different from other analytics platforms?

Oraion is your single source of truth for enterprise data, providing AI-powered instant insights across your organization. It works like a 24/7 virtual data team, allowing you to ask complex business questions in natural conversation – no need for SQL queries – and get immediate, actionable answers.

Can Oraion be deployed in our own cloud environment?

Yes, Oraion can run directly in your virtual private cloud, keeping your data fully within your infrastructure to meet the highest security and compliance standards.

How long does Oraion take to implement?

Oraion delivers workflows on real customer data in 5 days or less – so your team can start seeing value immediately.

How is Oraion different from other analytics platforms?

Oraion is your single source of truth for enterprise data, providing AI-powered instant insights across your organization. It works like a 24/7 virtual data team, allowing you to ask complex business questions in natural conversation – no need for SQL queries – and get immediate, actionable answers.

Can Oraion be deployed in our own cloud environment?

Yes, Oraion can run directly in your virtual private cloud, keeping your data fully within your infrastructure to meet the highest security and compliance standards.

Bring clarity to
your data.

Bring clarity to
your data.

Get a clearer view of your performance with real-time data, powerful visualizations, and effortless collaboration.

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