Speaking finance as its first language

Chat is the interface of the operation. Designed to conduct simple research, and power long, complex workflows, alike.

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Enter here

Front desk of the future. The vast majority of workflows – from complex tasks, to tactical asks – begin in Chat.

The deliverables write themselves

Get a precise answer, or delegate an entire workflow – like building a pitch deck in PowerPoint or DCF in Excel from scratch.

Builder mode: unlocked

Create agentic dashboards grounded in live data, internal and external sources, and real analysis. Flex any assumption and the returns, bridge, and debt schedule recalculate live.

The dashboard updates itself

Bring live data, source attribution, and analysis into the conversation in real time with Agentic Dashboards. Flex any assumption and watch the returns, bridge, and debt schedule recalculate live.

In dialogue with your data

Syncs with the systems you already rely on. Drawing inputs from internal documents you upload, and external sources of wisdom like PitchBook, FactSet, Capital IQ.