Use Cases

Investment Intelligence & Market Research

Empowering Investment Teams with AI-Driven Intelligence & 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.

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.

Seamless Integration

Oraion integrates with the tools you already use like Microsoft 365, Salesforce, Slack, and Zendesk. Oraion analyzes customer feedback wherever it lives.

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.

Secure, Flexible Deployment 

  • Deployed in your cloud (VPC): 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.

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.