From Data to Deliverables in Minutes
Synthesize research, financials, and insights into professional-grade presentations and reports.
Grounded in Your Curated Sources
Unify all your project-critical information. Combine private financials, meeting transcripts, client websites, and market intelligence into a single, powerful Knowledge Base.
Sources
Sources
Unified Project Intelligence
Combine confidential internal files, client website data (including visuals), and external web research to build a complete, 360-degree view of your subject.
Source-Rich Deliverables
Leverage text, data, and even images extracted directly from your curated sources to create compelling, context-rich presentations and reports.
Verifiable, High-Quality Insights
Maintain full control over your Knowledge Base by using only your hand-picked sources, ensuring every insight is traceable and trustworthy.
Professional-Grade Deliverables
Generate tailored, professional-grade presentations, reports, and more. Transform data into persuasive narratives that drive decisions.
Slides
Craft data-driven, boardroom-ready presentations in minutes to accelerate decision-making.
Answers
Access instant, accurate, citable answers from your knowledge base for due diligence and client discussions.
Reports
Produce comprehensive, professional reports with deep insights, customized using your client knowledge base.
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
AI Assistant
Your always-on expert that answers questions and generates deliverables instantly.
Assistant
Your Agents
PE Analyst
Researcher
Banking Analyst
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Shortcuts for PE Analyst
Assistant
Your Agents
PE Analyst
Researcher
Banking Analyst
Enter your request here...
Shortcuts for PE Analyst
Prompt the AI
Ask anything about your client's business and get immediate, evidence-based responses with source citations.
Custom Agents
Embody your team's methodologies and best practices. Agents are reusable AI workflows that understand WHAT your deliverables should look like and HOW to create them.
Shortcuts
Create shortcuts to your most used prompts to speed up your work and get consistent results across your projects.
Enterprise Security
Bank-grade protection for your sensitive deal data, with complete control over access and usage.
No AI Training
Zero data retention with AI providers and strict policies ensuring your data is never used to train AI models.
Data Protection
End-to-end encryption, secure cloud infrastructure, and regular vulnerability scanning to protect your information.
Security Operations
Secure development practices, incident response procedures, and comprehensive backup systems to maintain data integrity.
Protected
Enforced
Encrypted
Monitored
Protected
Enforced
Encrypted
Monitored