Finance intelligence for deal work

The advisory desk for deal teams.

Pick an advisor role, work the deliverable step by step, and get sourced, board-ready output. Not a chat box.

Start free, 20 credits How we handle data

Board & GovernanceBoard Pack NarrativeSample run

Review a €14m SaaS acquisition: EBITDA €2.1m, revenue €8.4m, NRR 118%.

Key message: strong SaaS fundamentals, but the implied 6.7x EV/EBITDA is below range. Verify earnings quality before IC.

Implied EV/EBITDA6.7xDERIVED

Revenue growth32% YoYGIVEN

Top customer / ARR24%GIVEN

Board Pack Narrative Data upload2 · Key messagesNext3 · Drafting

Provider keys stay server-side, never in the browserDocuments parsed in memory, never written to diskEvery figure flagged for source verification

The desk

Every practitioner a deal actually needs.

Ten advisor roles, each with its own system context and a curated set of deliverables. One of them does not play nice.

The Deal Critic

No filter, no fluff. It tears apart term sheets, synergy claims and investor fees, then hands back the version nobody else will say out loud.

Term Sheet Roast
Synergy Validation Report
Investor Feedback Decoder

Transaction AdvisorQoE Normalisation
Valuation AdvisorSensitivity Analysis
Restructuring AdvisorCovenant Headroom Model
Fundraising AdvisorTerm Sheet Analysis
Board & GovernanceBoard Pack Narrative
Fractional CFORunway Analysis
Post-Deal IntegrationCarve-Out Readiness Plan
Venture AdvisorAI Performance Narrative

Who it’s for

Built for people who live on deal flow.

Weeks of analyst work, compressed into hours, without expanding the junior team. Time is the scarcest resource on a deal; rigour is non-negotiable.

Private Equity
Venture Capital
Investment Banking (M&A)
Corporate Development
Family Offices
Infrastructure Funds
Credit Funds

Blank engagement to finished deliverable, in three steps.

No prompt engineering. The role ships the structure, so the work follows a defined path.

Pick an advisor role

Choose the practitioner the engagement needs. Each role carries its own system context and a curated set of deliverables.

Work the deliverable step by step

Upload source documents, answer targeted questions, and move through each step. The model builds on the prior step, and documents are parsed in memory, never stored.

Get a professional, sourced output

Receive a structured advisory output, formatted for the engagement and marked for source verification. Export to Google Docs, Sheets or Markdown.

Twenty-seven deliverables, ready to run.

Real outputs for real engagements, grouped by the discipline that owns them.

Diligence

QoE Normalisation
NLP Contract Review
Competitor Benchmarking
Revenue Anomaly Detection

Valuation

Peer Benchmarking
Sensitivity Analysis
Cap Table Scenarios

Restructuring

Covenant Headroom Model
Daily Cash Dashboard
Asset Recovery Analysis

Fundraising

Term Sheet Analysis
Investor Q&A Simulator
Investor Targeting

CFO office

Runway Analysis
Headcount Plan
Board Pack Narrative

Post-deal

Day 1 Readiness Plan
Synergy Capture Tracker
Integration Master Workplan
Carve-Out Readiness Plan

Your documents are never stored.

Uploaded financials are parsed in memory for context, then dropped, not written to disk or database. Provider keys stay server-side, and your data is never used to train models.

Ephemeral uploadsServer-side keysNo training on your data

Read the security overview

The model layer

Managed where it matters, transparent where it counts.

Built for confidential finance work. Keys stay server-side, documents stay ephemeral, and usage is metered per generation.

Managed, metered model access

Anthropic, OpenAI, Google, Mistral, Groq and DeepSeek sit behind one interface. Provider keys live server-side, and every generation is metered against your credit balance.

Documents stay ephemeral

Financials are parsed in memory for context, then dropped. Nothing is written to disk or database.

Grounded retrieval

Index a saved dataroom and the model answers from your documents, with each figure flagged for source verification.

Web research and exports

Pull public filings into context, then export the finished work to Google Docs, Sheets or Markdown in your house style.

Capabilities

On the desk today. On the roadmap next.

The platform ships working capability, not promises. What’s marked coming soon is coming soon, nothing else.

Agentic workflow execution

Run a whole deliverable end to end: the model chains steps itself, you review the outputs.

Web research mid-workflow

Pull live filings, news and market data into a step without leaving the run.

Dataroom retrieval (RAG)

Index a saved dataroom once; later steps cite the right clauses and figures from it.

Google Drive, Docs & Sheets

Pick sources from Drive and export finished work straight to Docs or Sheets.

House-style formatting

Upload a reference document and outputs follow your firm's structure and tone.

SSO, projects & permissions

OIDC/SAML sign-in, project-scoped access and per-workspace audit trail.

Slack notifications

Coming soon

A message in the deal channel when a deliverable finishes.

CRM sync (HubSpot / Salesforce)

Coming soon

Pull deal context in, push completed deliverables back as activities.

Bloomberg & VDR connectors

Coming soon

Market data and dataroom contents directly in valuation steps.

Multi-agent orchestration

Coming soon

DD, valuation and competitive analysis running in parallel, then synthesised.

REST API & output pipelines

Coming soon

Trigger runs programmatically and auto-push outputs to CRM or DMS.

Run your next deliverable on a real advisory desk.

Start free with 20 metered credits and work a full deliverable end to end. Move up to managed monthly access, or Enterprise with SSO, white-label and an on-prem model, as your deal flow grows.

Start free, 20 credits See plans

€0 Starter · €99 Pro · €399 Team · Custom Enterprise