Deep roots in financial services.Useful where thoughtful work happens.
Deep roots in financial services.- Investment banking
- Private equity
- Wealth & asset management
- Family offices
Agentic workflows.
That actually make sense.
01Start with work that matters.
We build your agent around your process, tools and standards.
02Put it to work. Together.
Run real work, review the output and refine it with your team.
03Improve it. Then expand it.
Build on what works and grow the agent’s responsibilities.
Good agents start
with a real job to do.
Real results from
our agents.
From 3 daysto1 day
Financials Agent + Human
- STARTED HERE
- Completed a rollforward in their template.
- TODAY
- Prepared financial spreads, reconciled sources, analyzed growth and revenue, and reported key financial metrics.
M&A investment bank
Pitch / CIM Agent
20+ hrs saved / month
Time-intensive pitch preparation became an agent-led workflow that developed the investment story and drafted the presentation.
M&A investment bank
~60% less time
Research Agent + Human
- STARTED HERE
- Provided an overview of trends in this market.
- TODAY
- Explored more sources, uncovered insights that might otherwise have been missed, and brought the findings together in one clear, source-backed analysis.
M&A investment bank
Your agent
Your workflow.
Experience across our
founding team.
- Morgan Stanley
- Truist
- EY
- Paramount
- Disney
- Boutique Wealth
Management - Boutique M&A
Advisory - E*TRADE
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FAQ
A clear place
to start.
Does Hula only build agents?
No. Wherever AI can help your business, we can help too, from advice and tool selection to modernization planning, AI assistants and low-code solutions.
Do we need to change the way we work?
Your existing process is the starting point. We map the language, templates and handoffs that matter, then agree where an agent can help.
What makes a good first workflow?
Look for a recurring task with available source material, a clear output and someone who knows what good looks like. Keep the first version small enough to review thoughtfully.
Is Hula only for financial services?
We specialize in investment banking, private equity, wealth and asset management, and family offices. The same approach can fit other firms with complex, judgment-led work.
What happens after the first version?
The team tries it in the workflow, shares feedback and checks the result. We refine the agent and agree when it is ready for more responsibility.
What would you give
an agent to work on?
Bring the work. We'll build it your way.