United States
LLM-agnostic agentic AI platform for investment firms orchestrating multi-model workflows across sourcing, diligence, portfolio monitoring, and investor relations. Acquired by Datasite in July 2025.
Multi-model AI agents (Claude, ChatGPT, Gemini, Grok) decompose tasks and route to best-fit model; agentic Blueprints for repeatable financial workflows; full audit trail and citations on all outputs; SOC 2 Type II.
Microsoft 365 (Outlook, SharePoint), Salesforce, DealCloud, Grata, Datasite, Snowflake, Bipsync
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