The Financial Analysis System
for Institutional Finance
Kamba provides the operating layer that allows institutions to use AI with confidence, delivering execution, control, and a complete record of work, without the cost and complexity of building AI systems internally.
Its first product, Kamba Analyst, produces institution-ready, sourced, and auditable financial deliverables in minutes across any frontier model.
Early validation is strong: Morgan Stanley Wealth Management requested the product, Scotiabank’s credit desk is in final diligence, and Fenix is already live and paying.
Frontier AI can now do the analysis.
Execution, control and record are the bottleneck.
Institutions are moving AI from pilots into production. What holds them back is control of the data, permissions, calculations, validation and workflow around it.
Investment committees
Every recommendation must be traceable and sourced
Compliance and audit
Outputs must be reconstructable and defensible on demand
Data governance
Only approved, licensed data sources can touch the work product
Institutions can’t use answers they can’t source, audit and defend. What’s missing isn’t another chatbot.
Kamba built it.
Kamba Analyst turns questions and data into finished institutional work product.
European Banks — Credit Footprint & Portfolio Construction
15-bank long/short framework, 6-dimension scoring model, bull/base/bear scenario returns.
Open sample →Macro Rates Strategy — March 2026
Full rates thesis with curve analysis, validated data foundation, and forward projections.
Open sample →Brain Sentiment vs. Technical — Full Backtest
8-year backtest across 32 S&P 500 constituents comparing sentiment signals against technical strategies.
Open sample →Open your own account on kambadata.com and start with 20 free credits.
Kamba Platform: execution, control and record
around every frontier model.
Six components, already built into Kamba Platform
What a firm would otherwise have to build and maintain itselfEvery figure is calculated in code from the data, never written by the model.
Every number traces back to its source dataset, table and timestamp.
Kamba selects the frontier model for each task based on security, cost and performance.
Permissions, entitlements and data-use rules enforced before any analysis runs.
Sign-off steps set to each firm’s own compliance process, with who approved what and when.
Every step behind every report kept, separate per firm, and reconstructable on demand.
Also included as standard: data connectors, templates & scheduling, and automated data quality checks.
Models provide intelligence. Kamba provides the execution, control and record institutions need to use it.
Rogo and Hebbia sell to whole banks.
Kamba builds for each vertical.
Together they’ve raised hundreds of millions because banks pay them for AI-generated memos, research and analysis. Kamba isn’t asking investors to believe in a new category. It’s a better position in one that already exists.
Kamba starts at the specialist desk, then serves the verticals legacy platforms underserve.
Positioning reflects Kamba’s assessment of publicly described product capabilities and sales models.
The real decision is build or buy.
Kamba is the buy.
The AI labs sell the models and leave everything around them to the firm. The real competitor is a firm’s own engineering team building and maintaining that layer itself.
Faster to onboard. Maintenance off your hands.
Individuals & Teams
Enterprises
One client’s need, every client’s gain
Improves only when that one firm pays for the next build.
A connector, validation method or report type built for one client goes into Kamba Platform for all. Each firm’s data, methods and records stay its own.
Our clients don’t have spare tech teams. Kamba does the integration and configuration for them.
Built once per vertical.
Configured for every institution.
Now · MS WM & Scotiabank via Symphony · Zurich direct
Beta, launching Oct
Next · funded separately
Billing · white-label next
Later
Ideal customer: a credit, wealth or portfolio desk at a bank or insurer that must produce sourced, approvable work product and has no spare engineering team.
One build serves the whole vertical. Partners bring the clients; Kamba makes it fit each one.
Regulated institutions are
pulling Kamba in.
From Direct beta users to enterprises like Morgan Stanley WM.
Priced the way firms buy AI.
Metered like modern SaaS.
Seat-based sizing at a $200 average per seat per month.
per credit · $2 delivers a full, sourced report. Pay-as-you-use, no seat fee; prepaid bundles unlock better rates.
minimum per member / month.
per seat / month + metered usage · negotiated terms, private cloud or on-premise.
a year before usage · 400 seats × $200/mo × 12
The more a desk runs its recurring work on Kamba, the less each repeat report costs.
Built by operators who know institutional finance.
Sebastean Leoni
CEO & Co-founder
20+ years in institutional financial data at Bloomberg (from 2002) and IHS Markit.
Ignacio Berdiñas
CTO & Co-founder
AI and software architect with 10+ years as a CTO, a background in machine learning, and leadership of the AI in Business program at Universidad Austral.
Together they built Kamba Platform in about 18 months.
Jean-Louis Lelogeais
Nicolas "Gucho" Aguzin
Sebastian Gunningham
+ 10 operators and investors
This $750K bridge converts enterprise engagements into paid revenue and positions Kamba for a priced seed round. Morgan Stanley WM asked for Kamba, Scotiabank’s credit desk is in final diligence, and Fenix is billing. Direct launches in October.
A focused raise.
The $750K funds the core platform and specialist desks. The family office vertical is funded separately, outside this round. This bridge is the last round before a priced seed.
$1.5M raised to date. The $750K bridge funds 18 months of runway to a priced seed.
Technical
42%Engineering, AI infrastructure, tools & platform hardening
Commercial
38%Founder-led sales, marketing & distribution partner activation
Operations
20%Fractional COO, legal, insurance, accounting & admin
The whole story, on one page.
A print-ready summary to share with partners and investment committees.
- Problem & what Kamba does — execution, control and record layer; Kamba Analyst work product
- Market & distribution — $2.9B TAM, built once per vertical, partner-led channels
- Build vs. buy, traction & business model — named institutions, credit-metered pricing
- The offer — $750K post-money SAFE, $10M cap, use of funds
US Letter · Print-ready · 249 KB
Thank You.
Execution, control and record for AI in institutional finance.