↳ Workflows

Build Rome in a day

Client-ready docs, decks and financial models. Made to measure, tailored to the way you already work.

↳ Workflows

Build Rome in a day

Client-ready docs, decks and financial models. Made to measure, tailored to the way you already work.

↳ Workflows

Build Rome in a day

Client-ready docs, decks and financial models. Made to measure, tailored to the way you already work.

Run a marathon in 1 step

Automate the entire workflow, and every task in it, in one shot.

Run a marathon in 1 step

Automate the entire workflow, and every task in it, in one shot.

Run a marathon in 1 step

Automate the entire workflow, and every task in it, in one shot.

Made to measure

Fluent in the way your firm thinks, speaks and looks, all deliverables arrive tailored to your templates.

Run as you please

Trigger manually, schedule in advance or set to run in response to a specific event, like a company's earnings release or transcript.

Run as you please

Trigger manually, schedule in advance or set to run in response to a specific event, like a company's earnings release or transcript.

Run as you please

Trigger manually, schedule in advance or set to run in response to a specific event, like a company's earnings release or transcript.

Pull from trusted sources

Surface insights from trusted external providers, like PitchBook, FactSet and Capital IQ, alongside internal sources like SharePoint and DealCloud.

Pull from trusted sources

Surface insights from trusted external providers, like PitchBook, FactSet and Capital IQ, alongside internal sources like SharePoint and DealCloud.

Pull from trusted sources

Surface insights from trusted external providers, like PitchBook, FactSet and Capital IQ, alongside internal sources like SharePoint and DealCloud.

Illustrative use cases

Take-Private Advisory Materials

Build discussion materials for take-private analysis in a fraction of the time.

Take-Private Advisory Materials

Build discussion materials for take-private analysis in a fraction of the time.

Management Presentation Prep

Structure and populate management presentations from source documents automatically.

Management Presentation Prep

Structure and populate management presentations from source documents automatically.

CIM Drafting & Structuring

Draft sell-side CIMs grounded in dataroom materials, ready for buyer outreach.

CIM Drafting & Structuring

Draft sell-side CIMs grounded in dataroom materials, ready for buyer outreach.

Diligence Request Analysis

Extract answers to information request lists directly from uploaded documents.

Diligence Request Analysis

Extract answers to information request lists directly from uploaded documents.

Company Tearsheet Generation

Generate structured company profiles from filings, reports, and web sources instantly.

Company Tearsheet Generation

Generate structured company profiles from filings, reports, and web sources instantly.

Earnings Preview & Review

Summarize consensus expectations and post-earnings performance in one place.

Earnings Preview & Review

Summarize consensus expectations and post-earnings performance in one place.

Industry & Competitor Analysis

Pull market sizing, growth dynamics, and peer positioning across industries.

Industry & Competitor Analysis

Pull market sizing, growth dynamics, and peer positioning across industries.

Acquisition Target Screening

Identify and highlight potential acquisition targets against defined investment criteria.

Acquisition Target Screening

Identify and highlight potential acquisition targets against defined investment criteria.

IC Memo Automation

Turn deal analysis into a structured IC memo without starting from a blank page.

IC Memo Automation

Turn deal analysis into a structured IC memo without starting from a blank page.

Explore the full suite

Grids

Compound intelligence

Document Review

Make no mistake

Chat

Talk it to task

Notetaker

No notes

Explore the full suite

Grids

Compound intelligence

Document Review

Make no mistake

Chat

Talk it to task

Notetaker

No notes

Let your work flow

Let your work flow

Let your work flow

New York

West 38th St,
New York

San Francisco

Market St,
San Francisco

London

King's Cross,
London

Hong Kong

Stanley St
Central,
Hong Kong

New York

West 38th St,
New York

San Francisco

Market St,
San Francisco

London

King's Cross,
London

Hong Kong

Stanley St
Central,
Hong Kong