Modern AI Tools for Investment Professionals

CRM, document summarization, and more — built for finance workflows

Try the Summarizer Join the CRM Beta

CRM

Multi-campaign outreach engine with analytics, AI-enhanced emails, and follow-up automation.

Research Summarizer

Upload any research report, memo, or filing and get a quick, clean summary — fast.

More Coming

Market data dashboards, portfolio tools, and AI writing assistance are in development.

Who It's For

  • Buy-side analysts and PMs looking to automate workflows
  • Investor relations teams managing email campaigns
  • AI/tech-forward finance pros who want custom tools

Start testing today

Everything is early — but live. You can try it now and help shape what comes next.

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