AI enterprise search platform with AI agents and workflows that find answers across connected apps and automate work
Stage
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Founded
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Based in
US
US
Pricing model
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Freemium
Pricing
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Free: $0/user/month with basic private connectors, 10 searches per day, 3 GoAI queries per day, 1 file upload. Pro: $20/user/month with unlimited searches, unlimited GoAI conversations, and unlimited private agents. Enterprise: Contact sales for custom pricing with all Pro features plus workspace LL
Key features
AI-powered document chat interface for instant analysis of manager documents and internal memos
Automated report generation with AI agents for complex background tasks
Automatic data extraction from financial documents
Matrix tool for side-by-side comparison of managers and funds
AI Research Hub for zero-effort document organization and management
Actions and alerts for continuous monitoring of document changes
Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
100% verifiable outputs with precise citations to source documents
SOC 2 Type II compliance for enterprise-grade security
Strict data segregation ensuring client data remains confidential
Connect 100+ apps natively without data exposure
Semantic search that understands context and intent
AI chat assistant grounded in company knowledge
Custom no-code AI agents for any role
Multi-step workflows automated across apps
Switch between frontier LLMs with no lock-in
Zero data retention and SOC 2 Type II certified
Deploy in your own VPC with your own LLM
Fine-grained permissions and content governance
What makes it different
Purpose-built for allocators and wealth managers unlike generic AI tools
Processes thousands of documents at scale far beyond generic AI tools
Eliminates manual data entry with AI-native CRM that builds records from documents
Customizable to organization's workflows, templates, and investment processes
Agentic architecture that makes AI accessible to every employee through no-code agent building
Multi-agent orchestration across 100+ apps without writing code
Deploy in hours with automatic permission inheritance from connected apps
47% productivity improvement documented in customer implementations
Finpilot
GoSearch