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AI tools built for finance operators.

Real tools, not templates. Paste your data, get structured output in seconds.

Productivity

Meeting Intel

Paste raw meeting notes → get a structured CRM entry, action items, follow-up email, and client sentiment score. What takes 20 minutes now takes 10 seconds.

Risk Analysis

Portfolio Pulse

Enter your holdings and see instant concentration risk, sector exposure, and a risk score — visualized in a clean dashboard. No spreadsheet required.

Research

Thesis Builder

Fill in your view on any asset → get a structured investment memo with bull case, bear case, catalysts, and key metrics to track. IC-ready in 2 minutes.