Decisional AIAI Agent for Financial Analysts

Decisional AI: Revolutionizing Financial Analysis

Introduction

Decisional AI is an advanced AI agent designed specifically for financial analysts, enabling them to craft their thesis and accelerate due diligence with unparalleled efficiency.

Key Features

• Living AI Memos: Connect seamlessly with your data silos.
• Custom Knowledge Engines: Utilize AI to reason over both internal and external data.
• Deep Analysis with Factual Citations: Compile tables, find sources, and explore your thesis with fact-based citations.
• Streamlined Workflows: Eliminate manual tasks and repetitive evaluation models.
• Reliable and Secure: No model training using your data, with anonymization of confidential information.
• Support for Advanced LLMs: Compatible with OpenAI, Anthropic, Huggingface, Google, LLAMA, and Mistral AI.

Use Cases

• Due Diligence & Portfolio Management: Streamline workflows and eliminate repeat customer queries.
• Competitive Analysis: Enrich public company data with internal datasets and public comparisons.
• Growth Projections & DCF: Query data on revenue and engagement to build Discounted Cash Flow Models.
• Table Extraction: Extract tabular data from your knowledge sources for easy exploration.

Pricing

• Flat Simple Pricing: Supports multiple models with 24/7 support.
• User Accounts: 5 users per account.
• Document Storage: Store up to 1000 documents per engine.
• Private Data Sources: Ensure data privacy and security.

Teams

Decisional AI is built for financial service firms, offering a combination of deep research tools for the front office and streamlined workflows for the back office. This allows teams to save time and increase accuracy in their financial analysis tasks.

Re-imagine modern finance with Decisional AI. Get a demo today and see how it can transform your financial analysis processes.