Ready-made AI business workspaces, run by AI agents
Stage
Not given
Startup
Founded
Not given
2025
Based in
US
US
Pricing model
Not given
Freemium
Pricing
Not given
Free plan available. Personal plan $20/month. Pro plan $49/month. Enterprise available on contact. Some templates have a one-time purchase price. Model and tool usage charged separately. Self-hosted source-available edition requires user to cover hosting and model costs.
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
Workspaces that keep goals, sources, agents, results and feedback together
Agents with defined roles and reusable skills
Answers and drafts with source citations from your knowledge base
Scheduled runs for recurring work
Configurable permissions, approval rules and activity logs
Connections to Gmail, Slack, Notion, WhatsApp and Discord
Workflow templates and installable workspace Blueprints
Managed cloud and source-available self-hosted edition
PowerPoint slide deck generation from notes and briefs
Free 30-minute AI consulting session
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
Persistent workspace where work history, goals and configuration stay together across recurring runs
Reusable setup means you configure once instead of rebuilding for each request
Creator Marketplace allows creators to package and sell installable workspace Blueprints
Built for small teams and solopreneurs, not enterprises
Data encrypted in transit and at rest, never used to train models
Finpilot
Manor AI