Features
Automated equity research report generation
Financial statement analysis (income, balance, cash flow)
Valuation modeling (DCF, comparable analysis)
Risk assessment and identification
Natural language query on financial data
Report customization and export
Ticker-based company analysis
AI-driven insights and summaries
Open-source codebase for customization
Community contributions and tailored deployments
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
