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LlamaIndex Institutional VC Portfolio & Financial Intelligence Agent

Venture capital analysts tracking rapid startup investments need unified RAG pipelines over complex regulatory, financial SEC/ROC filings, and news roundups. Build an advanced RAG engine using LlamaIndex to query funding momentum and valuation signals.

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What you are building

Construct an advanced financial document RAG agent using LlamaIndex sub-question query engines.

How work is evaluated

Evaluation

Evaluates financial query answer recall, table data extraction, and hallucination rate.

Datasets

Public datasets, plus the private datasets you have access to.

How submissions are scored

Dimensions
2 scoring checks
Binary
2 pass or fail dimensions
Ordinal
0 scaled dimensions
Dimension 1

funding_total_matches

Validates exact match on retrieved financial sum.

Binary check

This dimension contributes its full weight only when the submission satisfies the requirement. Partial credit is not awarded.

Dimension 2

faithfulness

RAG answer faithfulness metric • target: 0.95 • range: 0-1

Binary check

This dimension contributes its full weight only when the submission satisfies the requirement. Partial credit is not awarded.

Learning goals

  • Implement LlamaIndex hierarchical indexing and SubQuestionQueryEngine

  • Parse multi-table balance sheets and unstructured investor updates

  • Synthesize deal trends and funding inflow patterns across funding rounds

Resources

Dataset notes

Venture capital transaction logs, press releases, and ROC filings.

Challenge setup

Evaluates financial query answer recall, table data extraction, and hallucination rate.

Challenge input

JSON query string

LlamaIndex

Mandatory framework requirement

Evaluated output

JSON answer output with cited source chunks

Evaluation checks
  • Validates exact match on retrieved financial sum.
  • RAG answer faithfulness metric • target: 0.95 • range: 0-1
Configured evaluation evidence
  • Benchmark: FinRAG-Bench
  • Faithfulness target: 0.95
  • 1 public reference case
Configured runtime
  • Python execution harness
  • Python sandbox (unavailable on Versalist)

Shows the first task, up to three tools, and up to three evidence items.

View technical recipe

Configured tools

Action Space
  • Llama Index · Required
  • deepchecks · Optional
  • Voiceflow · Optional

Evaluation contract

  • funding_total_matches · Weight 1
  • faithfulness · Weight 1

Metrics

  • faithfulness · Target 0.95

Benchmarks

  • FinRAG-Bench
  • general

Reference cases

  • 1 public reference case

Workflow tasks

  1. Task 1

    Input: JSON query string

    Output: JSON answer output with cited source chunks

    Execution harness: Python

Evaluation tools

  • LlamaIndex · Data Framework

Recipe freeze marker

No recipe freeze time is recorded.

Frequently Asked Questions about LlamaIndex Institutional VC Portfolio & Financial Intelligence Agent