Oxane Partners
FinTech / Private Markets · London / Global
About Oxane Partners
Oxane Partners is a leading technology solutions and advisory partner to private market participants, providing portfolio management, valuations, and risk analytics to global investment banks and private credit funds.
The Challenge
12 years of enterprise knowledge was spread across disconnected silos, including Microsoft Dynamics 365, Outlook, Microsoft Teams, and SharePoint, making historical research and precedent deal analysis slow and fragmented.
Our Solution
Microsoft Dynamics 365 connector
Engineered a secure connector to ingest and synchronize structured CRM entities, client communication threads, and deal metadata from Dynamics 365.
Multi-source document and communication ingestion
Built data pipelines to ingest, extract, and index unstructured documents, emails, and chat records across SharePoint, Teams, and Outlook.
Self-hosted historical knowledge index
Deployed a private vector and keyword index within Oxane dedicated infrastructure, guaranteeing full data sovereignty and institutional privacy.
Context-aware AI knowledge assistant
Built an enterprise search and question-answering assistant that provides accurate, cited answers across 12 years of historical company records.
Outcomes
“Having a single AI assistant that can accurately search across 12 years of institutional records in Dynamics 365, SharePoint, and Teams has dramatically accelerated our team research.”