AI Agents, Ask Anything

Ask your sandboxed deal library in plain language, get answers you can trust, with the source always one click away.

Just Ask It.

Ask the way you'd ask a trusted colleague.

"Which of these deals allow reinvestment after the reinvestment period ends?" The agent searches your sandboxed library, reads the deals, and answers in plain language, with every claim linked back to the passage it came from. No query syntax. No prompt craft.

Checking the answer is a click, not a re-read. If it isn't sure, it says so, and asks rather than guesses.

A Fleet of Agents, Not a Chatbot

Behind the chat sits a team of agents: one searches across your whole library, one reads the documents, one queries your data.

They work only over the deals you allow them to see, never the open internet, never another firm's data. The latest frontier models run in the engine room, and we tune every request so you don't have to think about tokens, models, or infrastructure.

You bring the question; we've built everything behind it.

From Answers to Artifacts

An answer shouldn't die in a chat window. Turn any response into a chart, a sheet, a diagram, or a report.

They are saved to your workspace, you can refine them when you need to, and export to Excel when the modeling starts. Schedule the ones you run frequently, and the analysis that used to cost an afternoon is waiting for you instead in the morning.

Ask once and keep the answer working.

Scoped to your permissions, and yours alone. SOC 2 certified. Your private documents never train a model. If your firm's policy rules out AI, we switch it off entirely. The AI doesn't replace your judgment. It waits for your question.