AI agents for investors that get things done
Build financial models, prepare presentations, find & structure information, and more.
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Transforming Investment Work with AI
From routine tasks to strategic insights - our AI agents streamline your workflow
Built by investment professionals for the investment community
Our background shapes what we build and how we build it
Read our storyUse cutting-edge AI to outsource routine tasks and focus on what matters
Our AI agents take over time-intensive work and apply industry best practices, giving you back days of productivity. While our technology continuously gains new capabilities, we're upfront about reality: AI doesn't always nail it perfectly. That's why flexibility is built into everything we create — you maintain control over the final deliverable
Your data stays yours
We do not use your data for training. Every solution we design follows strict, industry-leading security practices to protect your information
Your AI Investment Team
Deploy specialized AI agents designed for every aspect of investment analysis and decision-making
Financial Modeling Agent
Build comprehensive financial models with three statements. Add valuation layers (DCF, LBO, IRR, and many more). Completed in minutes while implementing the industry's best practices.
Information & Research Agent (IRA)
Transform your research workflow by seamlessly gathering, analyzing, and synthesizing information from public and proprietary sources to uncover critical insights. This AI agent understands your queries through simple descriptions and pre-built templates, rather than requiring you to write a very detailed prompt
Coming Soon
Advanced agents in development to complete your investment workflow
Presentation, Memorandum and Report Builder
From task description to polished documents. We gather data, propose detailed outlines with exact slide layouts and content structure, then build systematically while integrating multiple sources
Trading and Transaction Comps
For public comps, suggests comprehensive comparable companies based on real analysis and provide numbers. For transaction comps, outputs database information cross-checked with public sources
Portfolio Management Tools
Reviews portfolio, flags important developments, and displays all relevant information in your preferred format for efficient portfolio monitoring
Due Diligence Agent
Reviews data rooms, identifies inconsistencies, flags issues to users, and helps write comprehensive reports. Manages both buy-side and sell-side Q&A processes
News Monitor
Monitors news and sets up intelligent alerts. Key feature: custom filters with advanced logic to catch exactly what matters to your investment strategy and skip the noise
Tracking and Other Utilities
Essential workflow tools including intelligent chat interfaces, timeline builders, email distribution management, and other productivity utilities
Solutions for Every Investor
Whether you're a professional or an individual investor, our AI agents and resources are designed to empower your investment journey.
Professional Investors
Our agents help professional investors save time and focus on what truly matters — all while ensuring safety and adhering to best practices.
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Hedge Funds
Identify opportunities faster, manage exposures, and sharpen execution with precision analytics
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Private Equity
Automate deal screening, due dilligence and valuation
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Asset Management
Drive alpha generation with advanced analytics, financial modeling, and dynamic risk controls
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Venture Capital
Find, evaluate, and nurture the next unicorns
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Investment Banking
From opportunity identification to deal execution: conduct comprehensive market analysis, build high-quality financial models, and deliver materials that position you to win
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Corporate Development
Equip teams with tools for strategic analysis and successful M&A execution
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Treasury
Manage liquidity, risk, and capital allocation
Individual Investors
There are many approaches to investing, but most demand significant time, effort, and expertise. Historically, this put individual investors at a disadvantage compared to professionals, making it sensible in many cases to outsource investment decisions to full-time experts
Today, with growing interest in investing and rapid advances in technology, we believe individuals can now harness AI to access professional-grade analysis
Our solutions enable investors to accomplish in minutes what once took weeks, unlocking a wide range of opportunities
We also recognize that lack of knowledge has been a major barrier. That’s why we provide high-quality educational resources — completely free
We'd love to get in touch
We're currently onboarding a limited number of interested parties while we refine the product. Join the waitlist and we'll reach out as capacity opens up. As a thank-you, early clients receive long-term pricing discounts