AI for financial services
For private equity firms, asset managers, and wealth managers. We've built AI search across financial filings with every answer cited to its source, and Excel tooling that builds models where analysts already work. We bring the same rigor to your deal, research, and advisor teams.
Where it helps
Research with citations
Search across filings, earnings calls, and research where every answer links to the passage it came from. We have built this over SEC EDGAR filings.
Diligence and CIM review
A first read of every CIM, plus questions across the data room and expert-call transcripts, with sources you can check.
Models in Excel
An Excel add-in that builds and updates financial models from filings and your own data, right in the workbook.
Portfolio and LP reporting
Monthly portfolio data collected and normalized, and quarterly letters and DDQs drafted from past responses.
Advisor meeting notes
Spoken notes turned into clear summaries, follow-ups, and CRM updates, built on what we learned shipping our own AI voice notes app.
Compliance review
Communications and marketing checked against your policies, with a record of every review.
Works with your data and systems
- Market data
- PitchBook, S&P Capital IQ, Kensho, FactSet, Bloomberg, Preqin, Morningstar
- Research and expert calls
- Third Bridge, AlphaSense, Tegus, SEC EDGAR
- Deals and CRM
- DealCloud, Affinity, Salesforce
- Data rooms and documents
- Datasite, Intralinks, SharePoint, Box
- Wealth platforms
- Addepar, Orion, Black Diamond, Wealthbox, Redtail
How we work
- 01
Start with a conversation
Tell us where you want the business to be. Some teams arrive with a spec, most with a goal. Either way, we come back with a short proposal, not a long statement of work.
- 02
Something real on day one
Action produces information. You'll have code to look at on the first day, and what we learn from it decides what comes next.
- 03
Iterate, mostly async
We ship in small steps you can see and react to, and AI makes every loop faster. You stay focused on the vision; we own the technical decisions and the details.
- 04
Measure what changes
Monitoring, analytics, and safe preview environments show what's working, and give your team the confidence to keep shipping.
Questions
Can you work with confidential deal and client data?
Yes. We sign NDAs, build inside your environment, follow the permissions your team already has, and never use your data to train models.
Can it run in our own cloud?
Yes. We deploy into your AWS, Azure, or Google Cloud account and use enterprise model endpoints such as Amazon Bedrock, Azure OpenAI, and Vertex AI.
How do you handle model risk and auditability?
Every system ships with evaluations on your own examples, logs of inputs and outputs, and documentation your model risk and compliance teams can review.
Do people stay in control?
Yes. The system drafts and checks; your analysts and advisors approve, and every decision is logged.