Analyst‑grade research, on demand.
Connect Excel, Python, and your data warehouse with AI that learns from every analysis and compounds your research advantage.
Institutional AI memory
Your best analyses shouldn’t end when the project does. Institutional AI memory turns every model, query, and memo into leverage for the next one—so the work compounds instead of resetting.
Patterns learns how you analyze, which metrics matter, and where the signal lives. The more you use it, the faster you get to high‑quality answers—and the more your research advantage grows.
What compounds
- • Models and queries become reusable building blocks
- • Patterns across deals surface automatically
- • Sector frameworks update as new data arrives
- • Risk detection improves with every analysis
- • New team members ramp with institutional context
What you get
- • Analyst‑grade modeling and SQL on demand
- • Faster time to answer, higher confidence
- • A research platform that gets materially better with use
- • Defensible insights that are hard to replicate
AI data infra
Excel, Python, and SQL connected by institutional AI memory. Think 100× analysts—consistent, tireless, and tuned to how your firm works.
Unified research drive
Store and organize all your research files—Word, PDF, Excel, PowerPoint—in one place with versioning and inline citations. Connect your databases natively so documents and data live side by side.
Excel add‑in with bidirectional sync
Edit models in Excel and have every change understood by AI and reflected across Python and SQL. The add‑in enables human↔AI collaboration and programmatic control—without requiring an SDK.
Agentic web research
Multi‑step, lead‑following research for companies and people. It searches, evaluates, and compiles results into clean lists and summaries—fast.
Native database connectivity
Snowflake, BigQuery, Postgres—bring your warehouse into the research flow. Run SQL, create views, and feed models directly. Results land in Python and Excel for immediate analysis and modeling.
Persistent memory, projects, and scheduling
Projects and tasks retain full context and citations. Schedule recurring analyses and long‑running work— the system keeps progressing and reports back with updates.
Research workflows
Morning Research Briefing
Python notebook auto-updates with overnight market moves, portfolio variances, and flagged research items requiring attention.
Deal Intake & Analysis
Document Upload
CIM, financial statements, and data room materials → automatic extraction and database indexing
Database Integration
Extracted KPIs join with internal data (CRM, portfolio metrics, market data) via SQL
Model Generation
Python analysis generates cohort studies, comp sets, and Excel financial models with live data connections
Institutional Memory
Research insights and patterns update sector frameworks, risk libraries, and comparable databases
Cross-Deal Pattern Recognition
"Show me deals with >40% customer concentration"
→ SQL query across deal database + risk annotations from previous analyses
"How did margin compression play out in our SaaS investments?"
→ Python analysis + Excel scenario modeling using institutional data
Access & Security
Deploy with any model, anywhere
Your research infrastructure can run on cloud services, private endpoints, or completely air-gapped on-premise deployments. Choose the model and environment that meets your security requirements.
Deployment Options
Model Options
Security & Compliance
- • SOC 2 Type II compliance framework
- • ISO 27001 security standards
- • GDPR and CCPA data processing compliance
- • End-to-end encryption in transit and at rest
- • Role-based access controls
- • Complete audit trails for all research operations
- • Data segregation between client environments
- • No data retention beyond processing requirements
Ready to get access?
Enterprise deployment • Private models • On-premise options available