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200,000 hours of analyst work, compressed into one model.
Enriched by the data you already trust
Your next deal is in your network.
AnalystX finds it for you — and gets your team ready to win it.
Purpose-built agents to support specific workflows. AnalystX preps every meeting, captures every conversation, and automatically updates your pipeline and CRM data — so your team spends its time on relationships, not admin.
The deepest relationship graph.
Every email, meeting, and intro mapped into one living network — so your whole firm can see and act on the warmest path to any deal.
Run your entire roadshow, end to end.
Invite investors, share meeting links, and capture every session with a purpose-built recorder — AnalystX schedules and runs your fundraising roadshows from one place.
Schedule and run the whole roadshow. From investor invite and meeting link to a purpose-built recorder that tracks every session.
Best-interest signals for the management team. See where real demand is, and give the bank sharper follow-up.
Map the most relevant investors for the round. Built from your own interactions and enriched with public info.
Series B Roadshow
12 investor meetings · Week 2
Most relevant investors for this round
Learns from every signal.
Unlike static copilots, AnalystX improves with outcomes.
It adapts to what worked, what didn’t, and how your team actually makes calls turning organizational knowledge into compounding intelligence.
Burn rate
January - June 2024
Spending increased by 8.4% this month
Showing total monthly burn over the last 6 months
$1,890.00
Trending up this month
Showing total monthly run over the last 6 months
Every conversation makes your Analyst smarter.
A purpose-built recorder sits in every meeting — capturing the full conversation, surfacing interest signals, and powering your roadshows. The more your team talks, the sharper your Analyst gets, and the easier it is to build the target list for a new deal or funding round.
When AI gets all context, it puts your firm’s network to work.
Your whole book, connected through MCP.
A structured overview of every company and investor you follow — clearly linked to Outlook, so every interaction and mailing list stays in one place.
Deep Outlook integration. See exactly when contacts open and click your emails, and tailor outreach to each customer.
One overview of everything you follow. Companies, interactions, and mailing lists — structured and always current.
Connected to your other systems. The same MCP reaches tools like Holdings.se — jump from a client's activity in a paper straight to their holdings, then trigger a workflow that asks whether they want to buy or sell more.
Only reach clients about what they own and want.
Too many inboxes are buried in irrelevant content. When you know what each client actually cares about, what they hold and what they’re looking for, you can target only the relevant deals and content. That’s what AnalystX automates.
Match holdings and wish lists. Every client mapped to what they own and what they're actively looking for.
Built from all your context. Matchmaking draws on public enrichment, your own data and notes, and the conversations captured in your recordings.
Send only what's relevant. Deals and research go out automatically, only to clients who own or want that name. No mass blasts.
Works where you work.
AnalystX connects seamlessly with your existing data stack, including S&P Capital IQ, Bloomberg, AlphaSense, internal notes, and warehouse data. It reads, syncs, and keeps everything aligned with policy and permission controls.
Decision-Grade Research, Unified and Trusted
Every insight AnalystX provides is grounded in verifiable data. It reads, cites, and cross-checks across all your systems so your research stays accurate, auditable, and ready for compliance.
Real-time Business Intelligence
Compliance Checks
Built for regulated environments
Every interaction is logged, encrypted, and auditable.
Role-based access control, SSO, and secure sandboxing ensure your data stays within your compliance perimeter.
AI for all finance.
AnalystX
An AI LLM built for finance, analyzing and reading markets filings, and internal data like a seasoned PM. It answers in context, cites its sources, and learns from every outcome.
Intuitive by Design
AnalystX feels familiar from day one. Navigate, query, and review research through a clean interface built for focus, speed, and precision.
Real Business Intelligence
From filings to forecasts, AnalystX surfaces the insights that matter most—instantly accessible, fully cited, and ready for action.
From capture to compounding.
Four stages that turn your firm's everyday activity into deal flow.
Capture
Every email, meeting, and note captured automatically across your firm. No manual logging.
Enrich
Enriched with AnalystX's proprietary data and 40+ sources, including PitchBook, Preqin, and Grata.
Act
Meeting briefs before every call. Pipeline updates after every meeting. Coverage gaps flagged before the Monday review.
Compound
The longer you run on AnalystX, the more of your deal flow comes from relationships instead of broad process.
Consolidate, harness, then go deep.
Consolidated data and a workflow harness let AnalystX run deeper, more domain-knowledge-specific pipelines — not generic answers.
Data consolidation
Every relationship, portfolio, and reporting source unified into one context layer.
Workflow + harness
Agents run inside a controlled harness, wired to how your firm actually works.
Domain-specific pipelines
AI capable of deeper, more domain-knowledge-specific work — grounded in your firm.
The result: an Analyst that reasons with your firm's full context.
Built for Enterprise Deployment
Precision Intelligence
AnalystX reads filings, earnings calls, and internal notes in real time. It understands financial context, cross-references data, and produces decision-grade summaries that are complete with citations.
Continuous Learning
Unlike static copilots, AnalystX learns from outcomes. Every correction, trade result, or new dataset sharpens future analysis. Your institutional knowledge compounds automatically.
Compliance by Design
Every interaction is encrypted, logged, and auditable. Role-based access control, SSO, and data isolation make AnalystX ready for regulated investment environments from day one.
Secure by Design
AnalystX is engineered for regulatory environments. Every interaction is encrypted end-to-end, logged for audit, and tested against modern security benchmarks. Your data never leaves your control.
When AI gets all context, it puts your firm's network to work.
Give AnalystX full context, and your team can target the right relationships — faster, and with less effort.