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Use Cases

Built for the Deliverables Your Desk Produces

Adapts to your workflow and delivers verified outputs in your format.

Equity Research

Automate maintenance research and expand your coverage universe without adding headcount or compromising on source traceability.

Earnings preview and review notes
Initiating coverage reports
Thematic and sector research

Private Equity

Streamline due diligence and investment evaluation with structured memos built from data room documents and financial models.

Investment memos and IC materials
Due diligence summaries
Portfolio company monitoring reports

Investment Banking

Accelerate deal execution with automated first drafts of CIMs, pitch books, and industry overviews grounded in verified data.

Confidential Information Memoranda
Industry and sector overviews
Comparable company analysis

Credit Analysis

Produce credit memos and risk assessments with every claim linked to covenant documents, financials, and rating agency reports.

Credit committee memos
Annual and quarterly reviews
Covenant compliance tracking
80%
Faster first draft
100%
Claims traced to source
0
Data leaves your infrastructure

"It gave me a structured table with direct links to the source papers so I could verify them quickly."

Associate, Investment Bank

See how it works for your desk.

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