Built by investors and advisers to uphold the standard of excellence in the age of AI
Public or private data transformed into institutional-quality financial models and presentations.
Public Market Data
Derive insights from wealth of disclosure
Private Market Data
Turn text into a model
Microsoft Copilot Data
Leverage your enterprise knowledge
Whether you choose to work in a purpose-built web app or prefer to stay inside Excel with Copilot — you get the same models, the same AI agents, no compromise.
Language models can't do math with certainty — but AI Agents can. An Agent is a language model equipped with tools and calculators: it can run accounting routines, pull live data, even write software in real time during a conversation. But the quality of any Agent comes down to the expert-crafted instructions, deep knowledge libraries, and encoded logic behind it — the human expertise is what makes the difference.
We have trained specialized models for constructing financial statements.
We specialize in crafting custom, high-quality datasets for training on complex financial statements.
Engage our data engineering team to build custom training datasets for your proprietary models.
SEC Filings
Raw text
Workiva
Financial tagging
Bloomberg
Statement derivation
Analyst
Pro-forma and DCF
Investor
Investment thesis
SEC Filings
Raw text
Mæstery
Pro-forma and DCF
Investor
Investment thesis
Our agent normalizes financial statements to institutional standards. Chat to layer in your proprietary approach — that's the edge only you own.
AI-powered agents analyze location data across energy infrastructure assets — delivering actionable intelligence for the energy transition.
AI-powered agents map global digital infrastructure — from data centers to fiber routes — guiding investment in the digital future.
