Features
Automatic capture of emails, CIMs, meeting notes, attachments
Continuous deduplication and record resolution
Folder taxonomy and structured data foundation
Scribe agent: logs deal info to CRM, file storage, and chats
Memo agent: generates screening memos and call briefs
Analyst agent: mandate fit scoring against firm history
Experts agent (beta): network mapping for warm intros
Native delivery to Outlook, Teams, and Slack
Event-triggered, semi-autonomous 24/7 operation
Full history indexing from day one
No platform login required for users
Three-month pilot with full ROI guarantee
Single-tenant deployment within VPC or on-prem
Integrates with 30+ tools including DealCloud, Affinity, Salesforce
Patented bi-directional sync with Excel and Google Sheets
FP&A Agents: Data Managers, Analysts, Planners, Business Partners
Cube MCP Server for secure AI assistant integration
Real-time dashboards, variance reports, and scenario comparisons
Trace to Truth: every number traced to the transaction
Driver-based planning and rolling forecasts
Automated consolidation and close management
Scenario modeling with on-the-fly assumption changes
Cash flow forecasting with rolling view
Self-serve ad hoc analysis for non-finance users
No-code, finance-owned configuration
Workflow-native: works in spreadsheets, decks, Slack, Teams
Data Engine for unified, decision-ready data
Real-time collaboration and alignment across teams
