Instant answers. Custom insights. No noise. Oraion reads and anticipates the market so you don’t have to.
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Benefits at a glance
Move faster with AI that surfaces relevant insights and current market data. No digging required.
Instantly search deal history across your firm with one secure, centralized source of truth.
Spot market shifts early with live data from Bloomberg, Capital IQ, and others - already wired in.
Ask anything in Slack or Teams. Your Oraion Chat Agent is already in the loop.
Skip the busywork. Oraion auto-generates memos, dashboards, and everything in between.
Search documents in any language. Just type in English, Oraion handles the rest.
A knowledge hub for investment data
Benefits at a glance
Data is everywhere and definitions rarely match. CRM records, ERP tables, spreadsheets, and human knowledge all live in separate places with conflicting terms and formats. Headcount might mean full-time staff in one system and include contractors in another. New York might appear as NY or spelled out. ARR in a CRM can differ from ARR in an ERP.
Oraion’s Context Catalog brings all of this together. It aligns definitions, standardizes formats, and connects institutional knowledge with system data so everyone works from the same source of truth.
Key Advantages
Unified Definitions: Centralizes business terms so teams stop guessing what a metric means.
Consistent Formats: Normalizes fields and values across every source.
Shared Knowledge: Captures context from experts and ties it to live data for clarity at every step.
A platform built for market intelligence.
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.
Your very own 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
Deployed in your cloud (VPC): Full control over data, compliance, and integrations.
Seamless Integration: Works across Microsoft 365, Outlook, SharePoint, Teams, Slack and others.
Role-Based Security: Protect sensitive data with authenticated user access.
Get a clearer view of your performance with real-time data, powerful visualizations, and effortless collaboration.
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