Features
Autonomous end-to-end investment workstream execution
Multi-model orchestration with frontier models
Verifiable and sourced work-products
Financial modeling and analysis
Due diligence report generation
Data gathering from public and proprietary sources
Iterative refinement based on user feedback
Investment-specific guardrails and best practices
Enterprise security and compliance
Conversational task interface
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
