Research and product notes for understanding ontology and agents

Explore enterprise ontology, ontology-based agents, the Hopfia platform, and how Finance and Core apply to business work.

From enterprise ontology to agents in operation

Browse practical material by ontology, agents, platform, Core, and Finance.

01Ontology02Agents03Platform04Core05Finance
FEATURED · ONTOLOGY01

What Is an Enterprise Ontology, and Why Do Agents Need One?

A practical guide to ontology, knowledge graphs, RAG, and how enterprise agents use shared business context across manufacturing and finance.

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14 STORIES
FINANCE02

Changing Investment Data and Continuous Risk Review

Why financial agents should carry changing investment data into continuous analysis and risk review.

AGENTS03

AI Agents in Specialist Financial Review

How specialized agents can execute research, analysis, and diligence review as a structured sequence of work.

AGENTS04

Transcribing Your Investment Thesis into AI

How a firm can translate its investment thesis and decision criteria into a purpose-built agent workflow.

FINANCE05

Institutional-Grade Intelligence for LPs

A look at purpose-built agent workflows for institutional-grade LP diligence intelligence.

FINANCE06

Open the VDR. Get a Risk Matrix.

How connected VDR data can be structured into a reviewable risk matrix.

PLATFORM07

The Log: February 2026 Update

A concise log of the major Hopfia product changes from February 2026.

CORE08

The Log: January 2026 Update

A concise log of the major Hopfia product changes from January 2026.

FINANCE09

How to Evaluate AI Agents for Financial Work

A practical framework for evaluating financial agents that support research, analysis, and diligence beyond search and summarization.

FINANCE10

Seeking the Irreducible Truth

Separating durable facts from uncertainty when investors face more information than ever.

AGENTS11

The 86% Paradox: Why M&A Is Moving Beyond Domain-Specific LLMs

Why complex M&A workflows demand more than a domain-specific language model.

FINANCE12

Why Institutions Require Verifiable AI

Why evidence, sources, and analysis traceability must be product features in institutional investing.

FINANCE13

M&A Stages, Due Diligence, and AI

Where AI can support screening, diligence, and decision-making across the M&A lifecycle.

FINANCE14

LLMs and Document Queries: Overconfidence and Incomplete Retrieval

Why confident answers can still miss relevant evidence in document-based investment research.

AGENTS15

How Agentic AI Rewrites the Diligence Workflow

A connected workflow from deal data ingestion to evidence-backed diligence output.

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