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
AI-powered contract analysis and review
Chat-based document conversations with AI and teammates
Advanced semantic search across contract repositories
Automatic detection of contract types, signatures, and key terms
Smart alerts for payment, renewal, and reporting deadlines
Workspaces for synced team collaboration
End-to-end workflow experience (redesigned April 2025)
Integration with Anthropic's Claude AI
GDPR, ISO27001, and SOC2 compliant
24/7 global coverage with enterprise-grade security
Guided AI contract analysis via Consilio partnership (July 2025)
Available on AWS Marketplace AI Agents and Tools storefront
