Turn data into slides
Transform raw data into professional draft presentations, reports, and analyses in minutes, not weeks.
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. AI extracts text, data, and images while maintaining complete source traceability.
Advanced document understanding
AI processes and indexes all content for instant retrieval. Extract insights from scanned documents, complex spreadsheets, and multimedia sources.
Always cited
Every claim links back to its source. Citations provide clickable verification, making reviews faster and decisions easier to defend.
Professional first drafts in minutes
Transform raw data into professional draft documents, presentations, and analyses in minutes, not weeks. Our AI generates comprehensive outputs aligned to your standards with complete source verification.
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.
Instant cited answers
Get detailed responses to complex business questions in seconds. AI synthesizes information across multiple sources with complete citation traceability and clickable verification.
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.
Enterprise security & compliance
No AI training on your data. Workspace isolation enforced server-side. Actively pursuing SOC 2 compliance.
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.
Protected
Enforced
Encrypted
Monitored
Protected
Enforced
Encrypted
Monitored