Provides scenario analysis and forecasting insights based on historical trends.

Models different business scenarios with pipeline and market data.

Accelerates financial planning and board preparation.

And more...

Analyzes client portfolios risk profiles and market conditions to generate personalized investment recommendations.

Delivers proactive advice based on client goals.

Scales advisory capacity without adding advisors.

And more...

Automate data-room extraction and red-flagging.

Extracts data aligned with diligence checklist.

Flags missing documents, inconsistencies, or anomalies.

Operates around the clock across multiple deals.

And more...

Monitors account activity engagement patterns and satisfaction signals to predict client churn risk.

Flags at-risk relationships before they leave.

Enables proactive retention outreach.

And more...

Reviews expense reports against policy rules and auto-approves compliant submissions.

Routes exceptions for manual review based on threshold amounts.

Streamlines expense approval workflow significantly.

And more...

Answers questions about budgets, expenses, revenue recognition, and financial metrics.

Provides self-service analytics to department heads.

Reduces bottlenecks on finance team.

And more...

Condense market research into actionable intelligence.

Aggregates data from industry reports, filings, news, and academic sources.

Tracks competitor positioning and macro trends.

Produces clean, structured insights on new sectors.

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...

Answers vendor and employee questions about invoice status and payment terms.

Explains approval workflows and payment schedules.

Reduces finance team inquiry volume.

And more...

Gathers information from multiple sources and synthesizes into structured research briefs.

Creates formatted deliverables ready for client presentation.

Transforms days of research into hours of focused work.

And more...

Adjusts room rates in real-time based on demand competition and market conditions.

Maximizes revenue per available room through dynamic pricing.

Responds to market faster than manual revenue management.

And more...

Evaluates client risk tolerance through questionnaires and portfolio analysis.

Generates risk assessments that inform product recommendations.

Ensures suitable investment strategies.

And more...

Automatically calculates and books revenue recognition entries based on contract terms.

Handles subscription changes and accounting standards compliance.

Reduces monthly close time significantly.

And more...

Analyzes comparable sales market velocity and property features to recommend listing pricing strategies.

Suggests price adjustments based on showing feedback and time on market.

Accelerates sales through data-driven pricing.

And more...

Predict company trajectories and intervention needs.

Tracks operational, financial, and external indicators.

Flags risk 3 to 6 months in advance.

Suggests operational playbooks and exit timing guidance.

And more...

Automate contract and financial document review.

Uses OCR and NLP to flag red flags, obligations, and off-market terms.

Benchmarks financial metrics and legal language.

Provides consistent, thorough review across document types.

And more...

Monitors MLS data pricing trends and inventory changes in your target markets.

Sends alerts when opportunities match client criteria or market conditions shift.

Captures timing-sensitive opportunities.

And more...