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The Modern ETL and Data Science Platform for Finance
Centauri AI is a modern ETL and Data Science platform for banks and investment firms, starting with Structured Finance. Financial firms heavily rely on Excel, PDF, and PPT files to exchange complex asset details, leading analysts to spend hours crunching the files and extracting insights. Moreover, these data files and reports cannot be easily reused due to poor data infrastructure. Powered by AI, our product cuts hours of data wrangling work down to minutes and makes it possible to query past data easily. This helps firms evaluate assets faster and win more deals. Since launching last month, we've started a pilot with a brokerage team at a public investment bank that now uses our product daily. Aiming to serve over 100,000 investment teams needing complex data analysis for alternative investments, this opens up a potential $5 billion market.
Centauri AI is a platform that turns financial operation documents into structured data and enables agentic workflows that act on that data. It focuses on document intelligence and automated, traceable workflows across front, middle, and back-office finance teams.
The platform ingests financial documents (PDFs, Word, scans, pitchbooks, credit agreements), performs extraction in full context, enriches content with domain-aware context, and orchestrates agentic workflows that apply business rules, consolidate analytics, and surface outputs. Outputs can be delivered as structured data (SQL, CSV, JSON) with source traceability and audit trails. It supports end-to-end workflows or individual layers (Extract, Enrich, Automate, Deliver) and provides live dashboards with source-traced values and configurable automation across front-to-back office use cases such as deal review, portfolio monitoring, reconciliation, and trade matching.
Who it’s for: Financial operations teams in institutions that handle document-heavy processes, including asset managers, investment research, portfolio monitoring, commercial banks, wealth/private banks, and family offices.
Mention of SOC 2 Type II certification and customer references in quotes; platform emphasizes enterprise adoption and integration capabilities.
He is the co-founder and CEO of Centauri AI with 9 years of experience in banking and capital market. Before Centauri AI, he was co-founder and CTO of Blue Water Fintech, which achieved $11M in annual net revenue before its acquisition in 2022. Previously, he managed five institutional fixed-income portfolios as a portfolio manager. He likes tennis and running. He is also a member of the Santa Clara County Sheriff's Office search and rescue team.
Milan is co-founder and Chief Product Officer at Centauri AI. Milan has expertise in Data and AI over 10 years with both research and product development. After obtaining a PhD in Statistics from Stanford, she led DS for Pricing and Forecasting powering over 1 million listings at Airbnb. More recently at Meta as a research scientist manager, she led the team to deploy Facebook Ads system’s first privacy-preserving AI solution (approx $0.5B+ yearly incremental revenue).
James was a Director of Engineering at Tubi, hired the Platform Eng. Team, managed a >1500c autoscaling K8s cluster and oversaw costs for a $x0M/year tech budget. Principal Engineer at Minted as a full-stack DevSecOps developer. UC Berkeley Alum.
Evaluate assets faster and win more deals with our modern data platform
Centauri AI launches a modern data platform for institutional investors to process and analyze structured finance data, starting with loan-related assets. It aims to reduce data extraction and analysis from hours to minutes by providing AI-driven ETL, data mapping, and ad-hoc analysis with exportable dashboards.
From the original launch (Mar 2024) — may be outdated.
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