Use Case:

Investment Intelligence & Market Research

Empowering Investment Teams with AI-Driven Intelligence & Real-Time Market Data

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Feature Overview

Your single source of truth for investment data.

Key Benefits at a Glance

  • Accelerate investment research with AI-powered insights and real-time market data.

  • Search deal history instantly with a unified, secure knowledge base.

  • Stay ahead of market trends via near realtime connections to Bloomberg, Capital IQ, and more.

  • Collaborate seamlessly with a Chat Agent embedded in Microsoft Teams or Slack.

  • Automate investment memos and deal dashboards for faster decision-making.

  • Enable cross-language access with English queries on other language documents.

Key Benefits at a Glance

  • Accelerate investment research with AI-powered insights and real-time market data.

  • Search deal history instantly with a unified, secure knowledge base.

  • Stay ahead of market trends via near realtime connections to Bloomberg, Capital IQ, and more.

  • Collaborate seamlessly with a Chat Agent embedded in Microsoft Teams or Slack.

  • Automate investment memos and deal dashboards for faster decision-making.

  • Enable cross-language access with English queries on other language documents.

Customer Knowledge Hub

  • Unified Deal Archive: Centralised access to active, completed, and passed deals.

  • Contextual Search: AI-powered search across emails, documents, and cloud files.

  • Multi-Language Search: Ask questions in English, retrieve insights in other languages.

  • Chat with your data in Slack or Microsoft Teams: Chat-based agent for in-platform answers and discovery.

Market Intelligence Platform

  • Live Market Data Feeds: Integrates with Bloomberg, Capital IQ, and other data providers.

  • Real-Time Insights: Aggregate news, financials, and market trends into one view.

  • Faster Research: Automates data gathering to reduce analysis time.

Customer Knowledge Hub

  • Unified Deal Archive: Centralised access to active, completed, and passed deals.

  • Contextual Search: AI-powered search across emails, documents, and cloud files.

  • Multi-Language Search: Ask questions in English, retrieve insights in other languages.

  • Chat with your data in Slack or Microsoft Teams: Chat-based agent for in-platform answers and discovery.

Market Intelligence Platform

  • Live Market Data Feeds: Integrates with Bloomberg, Capital IQ, and other data providers.

  • Real-Time Insights: Aggregate news, financials, and market trends into one view.

  • Faster Research: Automates data gathering to reduce analysis time.

Investment Analyst Agent

  • Automated Memo Creation: Draft investment memos using both historical deal insights and documentation on customer and market data.

  • Deal Scoring Engine: AI-powered analysis and risk-scoring aligned to customer needs.

  • Intelligent Alerts: Get notified about matching historical or emerging opportunities.

Secure, Flexible Deployment 

  • Deployed in your cloud (VPN): Full control over data, compliance, and integrations.

  • Seamless Productivity Application Integration: Works across Microsoft 365, Outlook, SharePoint, Teams, Slack and others.

  • Role-Based Security: Protect sensitive data with authenticated user access.