Features
AI-native investment research copilot
Automated financial modelling in browser
Excel add-in for financial modelling
Real-time data collection from market feeds and IR sites
AI data processing extracts clean data
Global dataset covering public and private companies
Customizable financial models for investment workflows
Web platform and Excel add-in integration
Analyzes companies, market trends, and opportunities
Tailored for equity portfolio managers and analysts
Dedicated support for all plans
Used by institutions with over $250bn AUM
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
