An AI agent for financial analysts.
Your agent reads memos, pulls comparables, builds models, and drafts investment briefs — encoded with your screening criteria and house style.
Every analyst does the same 80% of a deal the same way. The AI agent automates that 80% so the analyst's judgment compounds on the 20% that actually matters.
The day it replaces: Reading 100 memos a week, pulling comps manually, wrangling data across PitchBook / Capital IQ / internal CRM, writing investment briefs from a blank page every time.
Deal screening agent
Reads inbound memos, scores fit against your thesis, flags the 5 worth a partner's time.
Comparables + precedent agent
Pulls comps across PitchBook, Capital IQ, and internal DB. Builds the trading comps table in your house format.
Model prep agent
Builds the 3-statement skeleton with historicals, leaves the assumptions for you.
Investment memo drafter
Drafts the IC memo from your notes, data room, and comps — in your firm's template.
Portfolio monitoring agent
Watches portfolio companies' news, earnings, filings, and hiring. Weekly digest per position.
Your agent works inside the tools analysts already live in:
Things analysts ask before they try it.
Your AI agent, encoded to how you specifically work.
Encode your first workflow in a chat. See a working agent on your process in under an hour.