AI Tools

Automatically matches your uploaded spreadsheet columns to standard financial categories. Shows confidence levels so you can review before applying.

Drafts an investment committee memo from your financial data and key highlights. Every output is a starting point — always review before sharing.

Scans your financial data and memo for inconsistencies — numbers that don't add up, claims that conflict with the data. Runs automatically when you update financials.

Studies how investors interact with your portal to suggest FAQ topics and flag sections that may need clarification.