Features
Connect and structure data from data rooms, email, models, legal docs
Screen deals using natural language queries powered by historical data
Draft investment memos and deal artifacts in your firm's preferred format
Build comparable company analyses (comps)
Monitor portfolio performance with automated alerts
Normalize data across fund reports and performance metrics
Personal memory: remembers user preferences (e.g., bullets vs paragraphs)
Deal memory: indexes specific deal materials (e.g., CIMs)
Refine outputs iteratively (e.g., reformat risk tables, rewrite conclusions)
End-to-end investment lifecycle support: sourcing through monitoring
Enterprise-grade security: SOC 2 Type II, SSO, audit logs, data lifecycle management
Zero training on client data—data never used to train external models
Agent support: AI agents can act on your team's knowledge
Trusted by over $3T in AUM across multiple asset classes
Multi-sensor core scanning: RGB, XRF, hyperspectral, LiDAR
LIBS-based detection of REEs and light elements (via Lumo Analytics)
AI-powered core logging on Digital Core Table
Resource modeling with RMSP integration
Drill Hole Optimizer for mine planning
Sub-48-hour turnaround time
4x faster than manual core logging
Over 400% project acceleration
End-to-end workflow from scanning to modeling
Domain expertise throughout mining cycle
High-fidelity data capture and analytics
Consistent logging with fewer errors
Professional consulting and training services
Decision engineering for critical mineral exploration
Cloud-based digital core collaboration
