AI ad operator for Google Ads and Meta Ads that works inside ChatGPT and Claude
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Not given
Freemium
Pricing
Not given
Free trial for 14 days with unlimited ad accounts and no credit card required. Paid plans: Starter at $19 per month (2 ad accounts included, $9 per additional account), Business at $39 per month (5 ad accounts included, $5 per additional account), Portfolio at $149 per month (50 ad accounts included
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
Campaign creation and editing paused by default
Daily pacing and delivery checks
Wasted spend detection and keyword blocking
Plain-English reporting
Daily spend cap enforcement
Integration with ChatGPT, Claude, Slack and other AI assistants
Google Analytics 4 and Search Console read-only access
Multi-account management across Google, Meta and LinkedIn
Memory of targets and brand rules
No password required - OAuth-based authorization
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
Works inside ChatGPT or Claude you already use
Campaigns start paused with no way to activate through LoomaScale
Daily spend cap cannot be exceeded
Flat monthly pricing with no percentage of ad spend
Finpilot
LoomaScale