Simplifying Workflows, Amplifying Success

Products

Due Dilligence Assistant

Automated due dilligence call scheduling and note taking powered by AI

Features

  • Automated meeting organisation with only 20 seconds of human input

    • Common time and agenda discovery

    • Works across multiple teams and companies

  • Automated circulations to all attendees with no manual input

    • Double sided anonymous meeting invites

    • Agendas

    • Attendee list

  • Post-meeting automations with no human input

    • Meeting transcribed and summarised

    • Follow-ups summarised

    • Circulated to all attendees

Benefits

  • Clients impressed with quickly scheduled meetings

  • DD completed faster, deals closed faster, fees paid faster

  • Lower staff turnover by removing mundane tasks

  • Higher quality comprehensive notes to satisfy clients

  • No missed follow-ups or crucial details

  • Clients not troubled or chased with emails, calls and messages

  • Reclaim hours of lost time

  • No personal assistant support required

Pitchbook Assistant

Your personal super-human presentation assistant powered by AI

Features

  • On-demand professional formatting of slides

    • Aligned to your company’s template and standards

    • Create high-quality slides from mark-ups

    • Turn images into embedded charts

  • Accurate content generation

  • Instantaneous turnaround

  • Additional quality checks to save time

    • Ensuring footnotes align with text

    • Alignment of key figures, graphs, fonts and page numbers

    • Smooth page transitions ensuring objects don’t shift during page turns

Benefits

  • 100x faster than manual work with instant results

  • Lower staff turnover by removing mundane tasks

  • Avoid multiple iterations with juniors

  • Detailed decks created over a shorter period of time

  • Increase meeting volume and close more deals

  • Exceed client expectations with faster deck turnarounds

  • Unlimited capacity with no bottlenecks

Sign-Up For Exclusive Access

Want to get access? Please fill in some information and we will be in touch. We can’t wait to hear from you!