In a world where international investments are determined by milliseconds and margins, traditional decision-making processes can no longer keep pace. A strategic digital transformation initiative at Novo Holdings developed with Halfspace AI Company has changed that.
In the investment world, where trillions of dollars are managed globally, and where each decision can have far-reaching consequences, human skill is needed in combination with technology. Growing demands from internal and external stakeholders, combined with the fact that complexity and volume of information have outpaced conventional methods, a growing staff base and accelerated deal flow made the time ripe to introduce a new tool and new ways of working.
Novo Holdings has a responsibility that extends far beyond returns: our purpose is to improve people’s health and the sustainability of society and the planet by generating attractive long-term returns on the assets of the Novo Nordisk Foundation. Therefore, when we leverage technology, we not only improve investment decision-making we also maximise the value of the money given by the Novo Nordisk Foundation.
The challenge was clear: while we have world-class investment expertise, the sheer scale of data, reports, and analyses required for a single investment decision was slowing execution. Thousands of documents, market trends, and risk assessments had to be reviewed, verified, and synthesised. The opportunity? AI and other new technologies like computer vision could revolutionise the investment process – not by replacing human expertise, but by amplifying it.
Our vision was bold: to integrate AI-driven intelligence into every step of the investment journey – accelerating insights, enhancing precision, and ensuring every decision is made with both speed and confidence.
A Digital Transformation built on HALO & OEX
Novo Holdings’ digital transformation is powered by two cornerstone platforms: HALO and OEX, each designed to redefine how investments are analysed, executed, and optimised.
HALO: AI-Powered Investment Intelligence
At the heart of this transformation is HALO, an advanced AI-driven investment intelligence platform that centralises proprietary insights, expert analyses, and deep market research. What once took weeks of manual research is now streamlined in real time. HALO automatically extracts critical insights from thousands of financial statements, market reports, and due diligence documents – turning fragmented data into actionable intelligence.
The platform delivers AI-driven recommendations based on historical patterns and market trends, ensuring investment teams move from research to decision-making faster than ever. By creating a unified, always-on news and market intelligence hub, HALO ensures that investment professionals have the right insights at the right time to act with confidence.
OEX: Driving Operational Excellence
While HALO transforms the front-end of investment decision-making, OEX (Operational Excellence) ensures business-critical functions operate at peak efficiency. OEX leverages automation and process optimisation to streamline finance, compliance, HR, and legal workflows. It fosters a culture of citizen development, enabling teams to automate repetitive processes and focus on high-value strategic work. By ensuring the organisation’s digital tool portfolio aligns with business needs, OEX eliminates inefficiencies and enhances execution.
Together, HALO and OEX create a seamless digital ecosystem, embedding AI-driven intelligence into both investment strategy and operational execution.
“Our digital transformation is not about technology for the sake of technology– this is about making faster, smarter, and more precise investment decisions, reducing risk, improving operational efficiency, and building a scalable, future-proof digital foundation that drives long-term impact.”
– Nigel Govett, CFO
By leveraging AI-powered insights, Novo Holdings is now reducing the time needed for investment decision-making while significantly enhancing the accuracy and quality of those decisions. The solution has transformed how investment analysis and due diligence are performed and elevated back-office functions into strategic value creators.
The results:
• Recognition by OpenAI as a high-value use case for artificial intelligence. The recognition comes from the use of Dr. Edward de Bono’s 6 Thinking Hats framework in our risk assessment on board level.
• ESG Platform delivering 250+ hours of annual time savings while a comprehensive sustainability database has also been built.
• Tax modelling system slashed processing time by 25%, freeing specialists from routine calculations.
• AI document analysis transforming 100-page reports into actionable highlights within minutes.
• Due diligence now processes critical information automatically across thousands of documents.
• Real estate investment screening accelerated from days to hours with superior consistency.
The financial impact is expected to be significant. But this is about more than numbers. Novo Holdings’ digital transformation is redefining what it means to invest intelligently setting a new benchmark for how AI and automation can shape the future of capital management, sustainability, and long-term impact.
This isn’t just an upgrade. It’s a fundamental shift in how investments are made – and a model for the future of our industry.