From Data to Deliverables in Minutes

Synthesize research, financials, and insights into professional-grade documents.

AI Assistant

Your always-on expert that answers questions and generates documents instantly.

Assistant

Your Agents

PE Analyst

Researcher

Banking Analyst

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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

Create custom agents with their own templates to meet your specific needs.

Shortcuts

Create shortcuts to your most used prompts to speed up your work and get consistent results across your projects.

Professional-Grade Deliverables

Generate tailored, deal-ready documents—pitch decks, reports, and more—transforming data into persuasive narratives that close deals.

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

CIM Executive Summary: Echo IQ

Generated 15 min ago

Grounded in Your Curated Sources

Unify all your project-critical information—from private financials and meeting transcripts to client websites and market intelligence—into a single, powerful knowledge base.

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.

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

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