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One prompt

From raw data to a prepared dataroom.

You write one sentence. The agent does the rest.

Try free for 14 days See how it works

Documents, generated materials, and access setup — one run

What that one run produced

Generated materials
Pitch deck, data deck, investor memo, financial business reports.
Interactive, auditable financials
Supporting analyses and traceable workbooks behind the materials.
Organized in the dataroom
Outputs saved directly into the room with a clean structure.
Permissions & sharing
A read-only role created and shared with investor@firm.com.

How it works

An AI-native financial intelligence and investor relations stack.

Behind that one prompt are five stages, each a product in its own right.

Reads from

Stage 1

Data Foundation

Use natural language to create repeatable data pipelines that feed every downstream AI workflow.

Describe transformations in plain English
AI creates the pipeline automatically
Save and repeat workflows as underlying data changes

Data Foundation — AI4BI · step-by-step pipeline with generated code and explanation

AI4BI · step-by-step pipeline with generated code and explanation

Stage 2

Financial Intelligence

Turn raw company data into interactive reports, KPI monitoring, and operating insight.

Track metrics like ARR, churn, and growth in one place
Drill from headline KPIs into the accounts behind them
Monitor performance through interactive, repeatable reports

Financial Intelligence — Interactive reports · click any value to drill into the accounts behind it

Interactive reports · click any value to drill into the accounts behind it

Stage 3

Generate Investor Materials

Create the investor-ready documents and analysis that go into the dataroom.

Generate pitch decks, data decks, and financial models
Package the story, metrics, and supporting detail
Prepare for diligence with consistent, presentation-ready outputs and workbooks

Generate Investor Materials — Pitch deck · slides built from the actual numbers, editable before you send

Pitch deck · slides built from the actual numbers, editable before you send

Stage 4

AI-Native Dataroom

Package, permission, and share the dataroom through a natural language command interface.

Create roles and permission sets with simple prompts
Share the right files with the right people
Generate links and control access in seconds

AI-Native Dataroom — Roles · a permission set built from one prompt, confirmed before it applies

Roles · a permission set built from one prompt, confirmed before it applies

Stage 5

Investor Intelligence Layer

Generate investor memos and help investors rapidly understand and evaluate the business through AI-powered analysis.

Generate investor memos with one click
Explain key metrics, trends, and risks
Answer investor questions through dataroom Q&A

Investor Intelligence Layer — Investor memo · topline metrics explained, with the charts behind them

Investor memo · topline metrics explained, with the charts behind them

All powered by the same intelligent dataroom Ready to impress investors with your intelligent dataroom?

Build an investor-ready dataroom in minutes. Nothing to learn — just ask.

Try free for 14 days Book a demo