Your AI deal partner
Research companies, analyze deal documents, and create and refine the presentations, models, and memos your team needs.
AI-powered knowledge base
Intelligently consolidate all your project information into a unified, searchable workspace. Our AI processes documents, websites, videos, and transcripts to surface insights instantly.
Sources
Sources
Unified project intelligence
Consolidate PDFs, PowerPoint, Excel, websites, and YouTube videos into your project. Keep the original material available as you research and draft.
Advanced document understanding
AI processes and indexes all content for instant retrieval. Extract insights from scanned documents, complex spreadsheets, and multimedia sources.
Check the sources behind the work
Review source references, inspect calculations, and ask for revisions.
Drafts you can review and refine
Turn your source material and instructions into draft documents, presentations, and analyses. Review the work, check the supporting sources, and give direction for the next version.
AI-authored documents
Create executive summaries, SWOT analyses, due diligence reports, and 20+ document types. AI maintains consistent voice and formatting while incorporating relevant source material. Export to Word (.docx) or PDF.
Template-led presentations
Generate multi-slide decks with professional narrative flow and visual hierarchy. Choose from predefined templates or build custom layouts with automated image selection. Export to PowerPoint (.pptx) or PDF.
Research you can review
Ask questions across your project material and permitted research sources. Inspect the supporting information and follow up on assumptions or gaps.
Deliverables
Teaser Email: Echo IQ Campaign
Generated 5 min ago
CIM Executive Summary: Echo IQ
Generated 15 min ago
Deliverables
Teaser Email: Echo IQ Campaign
Generated 5 min ago
CIM Executive Summary: Echo IQ
Generated 15 min ago
A deep library of finance skills
Skills are the pre-built workflows that turn your sources into a finished deliverable. Pick a skill — a CIM, an LBO model, an IC memo, a buyer list — and the workspace runs it end-to-end: sources in, client-ready work product out.
Assistant
Skills
LBO Model
Deep Research
CIM
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Shortcuts for PE Analyst
Assistant
Skills
LBO Model
Deep Research
CIM
Enter your request here...
Shortcuts for PE Analyst
Ready-to-run skills
A full catalog of M&A and finance skills out of the box — CIMs, teasers, pitch books, DCF/LBO/merger models, comps, IC memos, DD checklists, target and buyer lists. Each one produces a specific, real deliverable.
Your house style, encoded
Onboard a few of your own decks and models and Deliverables AI captures your brand kit and methodology, so every skill renders in your firm’s style. Publish custom skills so the whole team produces the same work product the same way.
Multi-step research workflows
Long-running workflows like Deep Research and Target List Brief chain skills together — researching, synthesizing, and staging sources — so the heavy analytical work is done before you start.
Meet Cate
Cate is the one teammate you talk to. Say what you need and Cate builds it from your sources: a finished deliverable, not a chat transcript.
Sources in
Attach your deal documents, financial model, and management presentation. Give Cate the relevant source material and describe the research you want.
The skill runs
Pick the deliverable: a CIM, a teaser, an LBO, a buyer list. Cate runs the matching skill end to end, from research and drafting to charts, citations, and QA, in your house style.
You review before it ships
Steer Cate mid-task, inspect the calculations, and ask for revisions. Review the result before sharing it with a client.
Enterprise security & compliance
No AI training on your data. Workspace isolation enforced server-side. Actively pursuing SOC 2 compliance.
Protected
Enforced
Encrypted
Monitored
Protected
Enforced
Encrypted
Monitored
Zero AI training on your data
Customer content is not used to train AI models. Our AI provider (Anthropic) automatically deletes standard API inputs and outputs within 30 days under its published retention policy; tasks run as durable agent sessions, whose state is retained at the provider until deleted.
Comprehensive data protection
Encryption in transit and at rest, secure cloud infrastructure, granular access controls, and regular vulnerability scanning.
SOC 2 in progress
Actively pursuing SOC 2 compliance with secure development practices, incident response procedures, and comprehensive backup systems.