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Finpilot Raises $10 Million Series A Led by Lobby Capital to Bring AI Agents to Institutional Investors

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Finpilot Raises $10 Million Series A Led by Lobby Capital to Bring AI Agents to Institutional Investors

Finpilot, the AI-native operating system for institutional capital, announced a $10 million Series A led by Lobby Capital, with participation from Madrona.

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Universities, public pensions, foundations, hospital systems and families each have teams that manage billions of dollars, invested for the long term. That capital funds medical research, health care and people’s retirements. Yet much of these teams’ time still goes to gathering information: reading reports that arrive as PDFs, pulling out the numbers, and reconciling them across systems that don’t connect.

Finpilot brings everything an institution knows into one place and puts AI agents to work on it. The platform keeps a single, accurate record of everything an organization owns and every document it holds, understands how all of it connects, and runs agents that read reports as they arrive, update the numbers, prepare analysis and track what has changed. Every number can be traced back to its source, and the agents bring people in when a decision needs their judgment.

“The teams managing this capital make decisions that fund research, health care and people’s retirements,” said Lakshay Chauhan, founder and CEO of Finpilot. “Finpilot’s job is to take the routine work off their plate so they can focus on those decisions. This funding lets us grow our team and bring Finpilot to more institutions.”

Institutions including Seattle Children’s, Children’s Health of Dallas, Hackensack Meridian Health, TIFF, Blue Cross Blue Shield and the Wyoming Retirement System use Finpilot today.


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