Enterprise AI That Works Where You Do
Secure assistants, agents, and automations for real fund workflows — from cloud to desktop, with governance built in from day one.
Deploy local agents on-prem or in the cloud. Give every user a Sidekick on their desktop. Scale parallel work with Agentic Swarms. All in your environment with support from a team of experts.
The Platform Keeps Getting More Powerful
Local agents, personal sidekicks, parallel swarms, and a growing marketplace — all built on the same secure, compliant foundation your firm already trusts.
Enterprise Intelligence
Faster, smarter, and more efficient than ever. Teams move from questions to answers more quickly, automate more of the work between, and get better performance at scale.
Local Agents
Run agentic workloads wherever it makes the most sense — on Windows, Linux, in the cloud, on-prem, or directly where the data already lives. Deploy closer to your systems, reduce unnecessary movement of sensitive data, and choose the most economical environment for every job.
Sidekick
Your personal local agent, running directly on each user's computer. With access to the browser, shell, and local files, Sidekick brings AI into the tools, websites, and workflows users already use — no complicated API projects or fragile integrations.
Agentic Swarms
Scale high-volume work in parallel. Turn workflows that used to run one task at a time into coordinated teams of agents — like pulling SEC filings for hundreds of companies at once instead of waiting on them one by one.
Build Once, Share Securely
Build powerful skills, assistants, and agents in one place, then share them across your enterprise. AuditionAI respects existing authorization boundaries and lets you narrow an agent's scope to exactly what it needs.
Document Creation
Generate company-branded presentations, templated financial models, and standardized business documents faster and more consistently — without sacrificing quality or control.
Persona Marketplace
Instant access to a growing catalog of managed skills, assistants, and agents. Install them directly into your private AuditionAI instance and start delivering value immediately.
Sound Familiar?
We know AI matters, but we don’t know where to start.”
We can’t risk exposing sensitive fund or client data.”
We don’t want a science project that never ships.”
Our AI team is spending all its time on plumbing, not outcomes.”
We need a few real wins, quickly.”
We need something compliance, legal, and IT can live with.”
If your team is thinking any of this, you're exactly who we built this for.
Compliant AI Workflows for Regulated Firms: Compliance, Research & Operations
Not generic chatbots. Workflow-specific assistants, agents, and automations built for how your team actually works.
Analyst Research Assistant
Search across fund documents, filings, and market data with a secure AI assistant that knows your firm's context.
DDQ & RFP Drafting
Auto-draft due diligence questionnaires and RFP responses from your historical answers and fund docs.
Compliance Policy Q&A
Let your team ask compliance questions in natural language and get answers grounded in your actual policies.
Investor Reporting Automation
Automate investor letter drafting, performance summaries, and reporting workflows.
Internal Knowledge Search
Safely search across internal docs, emails, and shared drives without exposing data to public AI.
Meeting & Email Summarization
Summarize meetings, calls, and email threads with governance controls and audit trails.
Due Diligence Extraction
Extract and review key data points from deal documents, pitch decks, and financial statements.
Ops Workflow Orchestration
Chain together multi-step workflows with Agentic Swarms — coordinated teams of agents working in parallel across internal systems.
Branded Document Generation
Produce company-branded presentations, templated financial models, and standardized business documents at scale.
Enterprise Intelligence Engine
Better than ever — faster, smarter, and more efficient across the board. Sub-second intelligent responses across your entire information estate: SharePoint, Egnyte, email, Teams chats, CRM, databases, and local files. Teams move from questions to answers more quickly, with every response cleanly cited back to the original source.
All while honoring your existing permission and sensitivity boundaries. If a user doesn't have access to a document, the AI doesn't either.
Sub-Second Responses
Answers in under a second, even across millions of documents. No waiting for batch indexing.
Cited & Verifiable
Every answer includes direct references to the original documents, pages, and sections. No hallucinated sources.
Permission-Aware
Respects your existing access controls and sensitivity labels. Users only see what they're authorized to see.
Runs in Your Cloud
Your data stays in your Azure tenant. Indexed and queried entirely within your environment.
Local Agents
Deploy agentic workloads on Windows, Linux, in the cloud, on-prem, or where your data already lives. Reduce unnecessary movement of sensitive data and choose the most economical environment for every job.
Sidekick on Every Desktop
A personal local agent on each user's computer with access to the browser, shell, and local files. Practical AI in the tools and workflows people already use — no fragile integrations required.
Agentic Swarms at Scale
Coordinate teams of agents working simultaneously — dramatically faster execution for high-volume workflows that used to run one task at a time.
From Cloud to Desktop,
One Governed Platform
AuditionAI's local agent harness gives you the flexibility to run workloads wherever it makes the most sense — without sacrificing the identity-bound access, audit trails, and compliance controls your firm requires.
Whether agents run in your Azure tenant, on-premises infrastructure, or directly on a portfolio manager's laptop, the same governance layer applies. Users — and agents acting on their behalf — only access the data they're already permitted to use.
Secure AI for Every Role: Compliance, Investment, Operations, IR
Investment Team
- Research assistants
- Document extraction
- Market data Q&A
- Portfolio analysis
Compliance & Legal
- Policy Q&A
- Reg S-P readiness
- Audit trail reporting
- DLP enforcement
Operations
- Agentic Swarm orchestration
- Workflow automation
- Document generation
- Multi-system orchestration
IR & Client Service
- Investor letter drafting
- DDQ/RFP responses
- Performance summaries
- Meeting prep
Your Team Is Already Using AI
The question isn't whether your people are using AI tools. They are. The question is whether you have governance, policy enforcement, and production-readiness around it.
Every Model, One Governance Layer
Your team uses Claude for research and building, ChatGPT for drafting, Gemini for analysis. They shouldn't have to choose one. Audition AI supports every frontier model (available within hours of release) wrapped in identity-bound access, audit trails, and compliance controls.
AI-Powered IDEs Need Policy Enforcement
Your engineers use Cursor, Copilot, or other AI-powered IDEs. The question isn't whether to allow it. It's whether your data protection policies are enforced with actual technology gates at the infrastructure level, not just guidelines people can ignore. We can help you define those policies and enforce them.
From Prototype to Production
Rapid prototyping and vibe coding have collapsed the distance between an idea and a working demo. That's powerful, and risky. We help you take those prototypes and turn them into enterprise-grade tools with proper security, reliability, and long-term support.
Read: Vibe Coding Is Real. Production Still Matters.Enterprise AI Governance: Why Regulated Firms Choose Audition AI
Enterprise needs AI with purpose. Copilot and ChatGPT Enterprise give you a chat window. We give you production AI workflows built for regulated firms.
Your Cloud, Your Data
Everything runs in your own Azure tenant. Your data never leaves your environment. Not ours, yours.
Identity-Bound Access
Every AI action is tied to a real identity via Azure Entra. Zero default access. Granular admin control over every permission.
Immutable Audit Trails
Complete records of every chat, data source access, API call, and model decision. Prove exactly how every AI action happened.
Compliance-First Governance
Generative rules for AI behavior. DLP for sensitive data. Built for SEC, Reg S-P, and financial services compliance from day one.
Outcomes, Not Plumbing
Whether you have an AI team or not, we handle the infrastructure, integrations, and maintenance so your people focus on the workflows that move the business.
Build Once, Share Securely
Build powerful skills, assistants, and agents in one place, then share them across your enterprise. Narrow each agent's scope to exactly the access it needs — nothing more.
Persona Marketplace
Install managed skills, assistants, and agents from a growing catalog directly into your private instance — start delivering value without building everything from scratch.
Direct AI Engineer Access
No ticket queue. No chatbot support. Direct access to the engineers who build and maintain your AI workflows.
AI Enablement Program for Regulated Firms
A fixed-price 90-day program that develops your people and your platform in parallel — so your team doesn't just get new tools, they know how to use them safely and effectively.
Discover & Prioritize
Weeks 1–2We assess your workflows, identify where AI creates the most value, and prioritize 2–3 use cases based on impact and compliance feasibility. Team enablement kicks off here.
Enable Your Team
Weeks 1–12Hands-on AI training for your entire organization — from leadership to end users — starting in week 1 and continuing throughout the program. Adoption is built in, not bolted on at the end.
Build & Deploy
Weeks 3–8While your team is learning, we build your AI assistants, agents, and automations in your Azure environment with full governance controls configured.
Monitor & Handoff
Weeks 10–12We monitor your workflows in production, tune performance, and hand off with a maintenance plan and ongoing support options — with a team that's ready to keep going.
What's Included
- Use-case discovery workshop
- AI enablement & training from week 1 through handoff
- Prioritization & roadmap
- 2–3 production AI workflows deployed (agents, swarms, or assistants)
- Governance & compliance controls configured
- Identity-bound access & audit trails
- 90 days of direct engineer support
- Monitoring & maintenance handoff plan
Trusted by 20+ Regulated Firms & Financial Institutions
20+ years building data and AI solutions for financial services
“Saberin has brilliantly tackled our compliance concerns with their AI Platform, Audition. Being a loyal customer for many years, we've relied on their expertise across various services. Their company has become a trusted partner offering deep knowledge in numerous areas.”
Stephen Norman
CTO, Brandywine
“Throughout the decades I've worked with the team at Saberin, their relentless innovation in data management, reporting, and automation has been remarkable. Understanding that stellar AI outcomes depend on well-managed data, Saberin's Audition AI Platform was the obvious choice.”
Stephen Krug
COO, Crexa Capital Advisors
“Saberin's Audition AI platform brilliantly addresses the critical need for a secure, enterprise-level, and compliance-first AI solution.”
Eldon Sprickerhoff
Author, Board Member, Cybersecurity Strategist
“I chose Audition AI for the advanced data security and compliance. My users didn't realize what they were missing until they started using it. Working with Saberin's advanced configuration team makes it feel like we have a custom AI tool built just for us.”
Rey Pacheco
CTO, Ramirez
Are You Ready for the Reg S-P Changes?
The SEC's June 2026 requirements are coming. Audition AI (already in use by RIAs today) helps firms prepare with customer-controlled deployment, identity-bound access, immutable audit trails, and enforceable policy controls.
See How We Help with Reg S-P ComplianceCommon Questions
Ready to Stop Wondering About AI and Start Using It?
Book a 30-minute AI Workflow Assessment. We'll identify the 2–3 highest-value AI use cases for your firm and show you exactly how we'd deploy them.