Hero image
Oak Hill Advisors logo

Oak Hill Advisors Unlocks 6x ROI with Hebbia

“We’ve seen a 6X+ ROI on our investment with Hebbia, using engagement and internal competitions to spark high impact use cases that solve real analyst pain points and make teams eager to adopt the platform.”
Sonja Renander
Managing Director, Oak Hill Advisors
logo
The Context

For OHA, the question wasn’t whether AI could help, but whether it could cut review times, scale expertise, and prove ROI. Their credit teams needed a way to extract and analyze complex agreement terms with precision, scale the judgment of experienced associates to new analysts, prove that AI adoption could yield returns far beyond its cost.

OHA partnered with Hebbia to deploy Hebbia across its public and private credit businesses. The approach was deliberate: identify the highest-value use cases, measure the impact, and reinvest in what worked.

Credit Agreement Agents: Together, OHA and Hebbia built workflows that captured the firm’s own credit expertise in a no-code format, transforming dense legal agreements into structured data in seconds. Hours of manual review collapsed into minutes, freeing teams to focus on higher-value deal analysis.

AI Competitions: To spark adoption, OHA launched an internal competition across all their AI platforms. Analysts were challenged to build use cases that improved efficiency and decision-making. Hebbia emerged as the clear winner, outperforming alternatives and ultimately becoming the firmwide standard.

Engagement by Design: OHA tied license allocation to consistent use. This accountability-driven approach ensured that licenses went to analysts who actively embedded AI into their workflows, driving strong adoption and continuous engagement. Most importantly, OHA treated AI like any other investment: with discipline, measurement, and a clear ROI target.

The results were compounding:

2x → 6x ROI: Initial deployment delivered a 2x return on time savings alone. Expanding use cases doubled that to 4x. Refining quality and depth of analysis with Hebbia’s Deeper Research pushed ROI even further—to 6x.

Efficiency Gains: Analysts cut review times by up to 75% on various workflows, opening capacity for deeper deal work.

Faster Ramp for New Analysts: Hebbia helped newer analysts stand on the shoulders of seasoned associates, accelerating onboarding and lifting overall output quality.

For OHA, Hebbia isn’t a pilot project, it’s an edge. By tying AI directly to ROI, the firm turned adoption into tangible efficiency gains. What started as a test with a handful of users has become a blueprint for how private credit firms can drive measurable, compounding returns with AI.

Industry
Credit
Company
Oak Hill Advisors (OHA) is a global investment firm active across both private and public credit. At OHA, analysts manage a constant flow of new deals across private credit, syndicated loans, and bonds—all requiring an avalanche of text and data that demands speed, accuracy, and scale. As a global leader in credit investing, OHA turned to Hebbia—the leader in applying AI to finance—as their AI platform of choice.
Usecases Include:
Credit Agreement Analysis
Industry Research
Earnings Updates
Deal Risk Analysis
& dozens more