Driving AI ROI
for investors
Which portfolio companies are tracking below EBITDA plan this quarter, what are the key variance drivers, and which ones need a management conversation before quarter-end?
Sample prompt
Explore more use cases
Leading investment firm automates compliant audits
%
time savings
Key benefits
Analytical
superpowers at
everyone’s fingertips
1
Accelerate deal sourcing and prospecting
With integrations to your data platforms and CRM, your AI agents can
identify potential companies, update prospect data, and help you identify
potential deals by synthesizing research and competitor analysis.
2
Optimize and automate deal due diligence
Ask your AI agents to search, extract, and synthesize data from structured and unstructured data sources like earnings calls and market reports. Or analyze entire data room files.
3
Level up portfolio and performance monitoring
Save time on everything from sentiment analysis and comps tracking to
reports for portfolio companies. Your AI agents can review and summarize
performance changes in real time, on your behalf.
4
Streamline investor relations and fundraising
Cut the communication burden. With secure access to multiple data
sources, your AI agents can automatically generate tailored investor memos and complete everything from DDQs to RFPs.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Gong and
beyond.
See all connectors
Microsoft Teams
Microsoft Sharepoint
Gmail
Slack
Google Drive
Atlassian
Dropbox
HubSpot
Gong
Airtable
Jira
Zendesk
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No training on your data
Single-Tenant deployment
Data encrypted at rest with AES 256 and in transit
with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted
models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management
support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see
how we can help.
Private equity
ASSIST
Book an intro
Find your plan
See how private equity and investment firms can unlock expert AI agents purpose-built for the way they work.
Driving AI ROI
for investors
Which portfolio companies are tracking below EBITDA plan this quarter, what are the key variance drivers, and which ones need a management conversation before quarter-end?
Sample prompt
Explore more use cases
Leading investment firm automates compliant audits
70%
time savings
Key benefits
Analytical superpowers at
everyone’s fingertips
1
Accelerate deal sourcing and prospecting
With integrations to your data platforms and CRM, your AI agents can identify potential companies, update prospect data, and help you identify potential deals by synthesizing research and competitor analysis.
2
Optimize and automate deal due diligence
Ask your AI agents to search, extract, and synthesize data from structured and unstructured data sources like earnings calls and market reports. Or analyze entire data room files.
3
Level up portfolio and performance monitoring
Save time on everything from sentiment analysis and comps tracking to reports for portfolio
companies. Your AI agents can review and summarize performance changes in real time, on your behalf.
4
Streamline investor relations and fundraising
Cut the communication burden. With secure access to multiple data sources, your AI agents can automatically generate tailored investor memos and complete everything from DDQs to RFPs.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Gong and
beyond.
See all integrations
Microsoft Teams
Microsoft Sharepoint
Gmail
Slack
Google Drive
Atlassian
Dropbox
HubSpot
Gong
Airtable
Jira
Zendesk
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign In
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
Get in touch
We’d love to see how we
can help.
Private equity
ASSIST
Book an intro
Find your plan
See how private equity and investment firms can unlock expert AI agents purpose-built for the way they work.
Driving AI ROI
for investors
Which portfolio companies are tracking below EBITDA plan this quarter, what are the key variance drivers, and which ones need a management conversation before quarter-end?
Sample prompt
Explore more use cases
Leading investment firm automates compliant
audits
70%
time savings
Key benefits
Analytical superpowers
at everyone’s fingertips
1
Accelerate deal sourcing and prospecting
With integrations to your data platforms and
CRM, your AI agents can identify potential
companies, update prospect data, and help
you identify potential deals by synthesizing
research and competitor analysis.
2
Optimize and automate deal due diligence
Ask your AI agents to search, extract, and
synthesize data from structured and
unstructured data sources like earnings
calls and market reports. Or analyze entire data room files.
3
Level up portfolio and performance
monitoring
Save time on everything from sentiment
analysis and comps tracking to reports for
portfolio companies. Your AI agents can
review and summarize performance
changes in real time, on your behalf.
4
Streamline investor relations and
fundraising
Cut the communication burden. With secure
access to multiple data sources, your AI
agents can automatically generate tailored
investor memos and complete everything
from DDQs to RFPs.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Gong and
beyond.
See all integrations
Microsoft Teams
Microsoft
Sharepoint
Gmail
Slack
Google Drive
Atlassian
Dropbox
HubSpot
Gong
Airtable
Jira
Zendesk
No training on your
financial data.
Full enterprise-grade
security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit
with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-
hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and
SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management
support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see how we
can help.
Private equity
ASSIST
Book an intro
Find your plan
See how private equity and investment firms can unlock expert AI agents purpose-built for the way they work.
Driving AI ROI
for investors
Which portfolio companies are tracking below EBITDA plan this quarter, what are the key variance drivers, and which ones need a management conversation before quarter-end?
Sample prompt
Explore more use cases
Leading investment firm automates compliant audits
70%
time savings
Key benefits
Analytical
superpowers at
everyone’s fingertips
1
Accelerate deal sourcing and prospecting
With integrations to your data platforms and CRM, your AI agents can identify potential
companies, update prospect data, and help you identify potential deals by synthesizing
research and competitor analysis.
2
Optimize and automate deal due diligence
Ask your AI agents to search, extract, and synthesize data from structured and unstructured data sources like earnings calls and market reports. Or analyze entire data room files.
3
Level up portfolio and performance monitoring
Save time on everything from sentiment analysis and comps tracking to reports for portfolio
companies. Your AI agents can review and summarize performance changes in real time, on your behalf.
4
Streamline investor relations and fundraising
Cut the communication burden. With secure access to multiple data sources, your AI agents can automatically generate tailored investor memos and complete everything from DDQs to RFPs.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Gong and
beyond.
See all integrations
Microsoft Teams
Microsoft Sharepoint
Gmail
Slack
Google Drive
Atlassian
Dropbox
HubSpot
Gong
Airtable
Jira
Zendesk
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see
how we can help.
Private equity
ASSIST
Book an intro
Find your plan
See how private equity and investment firms can unlock expert AI agents purpose-built for the way they work.
Driving AI ROI
for investors
Which portfolio companies are tracking below EBITDA plan this quarter, what are the key variance drivers, and which ones need a management conversation before quarter-end?
Sample prompt
Explore more use cases
Leading investment firm automates compliant audits
70%
time savings
Key benefits
Analytical
superpowers at
everyone’s fingertips
1
Accelerate deal sourcing and prospecting
With integrations to your data platforms and CRM, your AI agents can identify potential
companies, update prospect data, and help you identify potential deals by synthesizing research
and competitor analysis.
2
Optimize and automate deal due diligence
Ask your AI agents to search, extract, and synthesize data from structured and unstructured data sources like earnings calls and market reports. Or analyze entire data room files.
3
Level up portfolio and performance monitoring
Save time on everything from sentiment analysis and comps tracking to reports for portfolio
companies. Your AI agents can review and summarize performance changes in real time, on your behalf.
4
Streamline investor relations and fundraising
Cut the communication burden. With secure access to multiple data sources, your AI agents can automatically generate tailored investor memos and complete everything from DDQs to RFPs.
See product overview
Custom integrations
Connect your AI agents to all your most-
important tools and data sources, from
Salesforce and SharePoint to Gong and
beyond.
See all integrations
Microsoft Teams
Microsoft Sharepoint
Gmail
Slack
Google Drive
Atlassian
Dropbox
HubSpot
Gong
Airtable
Jira
Zendesk
No training on your financial data.
Full enterprise-grade security and support.
Security and data privacy
No training on your data
Domain verification
SSO Sign in
No Training on your Data
Single-Tenant Deployment
Data encrypted at rest with AES 256 and in transit with TLS 1.2+
Advanced admin controls
Azure, Anthropic, Cohere, OpenAI, and self-hosted models
Knowledge verification settings
User-generated feedback on responses
User Management
API access for building your own integrations
AI expertise
Dedicated success team, priority support, and SLA
AI strategy consulting and integration guidance
Tailored onboarding and change management support
FAQ
How secure are ASSIST Agents?
Which connectors does ASSIST support?
Can ASSIST Agents browse the web?
Which types of data can ASSIST handle?
How does ASSIST store data?
How are data permissions handled?
Which LLM models can i use with ASSIST?
Get in touch
We’d love to see
how we can help.
ASSIST
Overview
AI agents
Industries
Connectors
Security
Stories
Pricing
Company
Legal
Contact US
ASSIST
Overview
AI agents
Industires
Conectors
Security
Stories
Pricing
Company
Legal
Contact Us