Provides plain-language explanations of KPIs and business metrics trends.

Translates complex analytics into understandable insights.

Democratizes business intelligence for non-technical executives.

And more...

Manages B2B sales processes including outreach, follow-up, and pipeline management.

Automates routine sales tasks and workflows.

Keeps B2B sales process moving efficiently.

And more...

Continuously monitor for news for portcos & industries.

Monitors funding events, management shifts, growth signals, and product launches.

Scores companies based on fit with investment thesis.

Flags threats to existing holdings.

And more...

Handles repetitive customer service questions about orders shipping returns and products.

Escalates complex issues to human agents with full context.

Reduces support volume by 60%.

And more...

Evaluates client risk tolerance through questionnaires and portfolio analysis.

Generates risk assessments that inform product recommendations.

Ensures suitable investment strategies.

And more...

Provides instant answers to company policy questions for employees.

References official policies and procedures accurately.

Reduces wait time for policy guidance and HR inquiries.

And more...

Organizes scattered company knowledge into searchable systems.

Structures information for easy retrieval and discovery.

Makes institutional knowledge accessible.

And more...

Pulls comparable sales data analyzes market positioning and generates professional comp reports automatically.

Adjusts for property features location factors and market trends.

Delivers analysis that used to take hours in under a minute.

And more...

Prompts team members for check-in responses on schedule via Slack or email.

Compiles responses and flags blockers.

Reduces meeting overhead with async check-ins.

And more...

Provides situational guidance on customer escalations and adoption strategies.

Draws from CS playbooks and historical success patterns.

Helps CS teams navigate complex customer situations.

And more...

Creates personalized onboarding checklists and tracks completion.

Automatically assigns tasks to stakeholders with reminders.

Ensures consistent onboarding experience for new hires.

And more...

Provides guidance on expense policies and procedures for employees.

Answers common questions about reimbursement and compliance.

Reduces delays from policy confusion.

And more...