Features
Maintained AI workflows built from client's own materials (memos, transcripts, filings, models)
Analyst corrections and tags teach the system the firm's diligence style
Multi-week research workflows that execute repeatedly and produce trustworthy artifacts
Thesis monitoring: continuously tracks evidence as sources change
Expert-call system: automated processing and analysis of expert interview transcripts
Management-meeting prep: synthesizes relevant data ahead of meetings
Acquisition ROI tracking: monitors post-deal performance against thesis
SOC 2 Type II certified security
ISO 27001 certified security management
HIPAA compliant for regulated data
Custom deployment based on client's proprietary data and process
Web-based interface for interacting with workflows
Compliance-first design for confidential financial workflows
Workflow artifacts that the team can trust (not one-off outputs)
Continuous accumulation of evidence from changing external sources
Objective-driven Research Agents for automated web research (May 2025)
Parallel processing of hundreds of agents across entities/languages
Customizable visual and programmatic research pipelines
Interactive Insight Landscapes and matrices for theme detection
Trend Radar with horizon scanning and arena analysis modes (May 2025)
Research Matrix executive summaries (June 2025)
Semantic search and question-answering across knowledge bases
Source-linked, audit-ready results with full traceability
AI-powered report generation with custom templates
Continuous updates for persistent knowledge bases
Support for 220,000+ news and social media archives
Multi-language and multi-format document processing
Scheduled recurring scans for horizon monitoring
Cloud-native enterprise deployment with data governance
Pay-as-you-go Dcipher Wallet option
