Your AI teammate that gets answers, follows up, and keeps people and AI agents moving together
Stage
Not given
Startup
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Not given
Freemium
Pricing
Not given
10 free tasks (no credit card required), then $29/month for 20 tasks (founding price for first 50 teams, held for first 12 months if subscribed by December 31, 2026, then $59/month). Extra tasks $6 each when enabled. The people Emily contacts never pay.
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
Works via email, Slack, and Discord without setup or inbox access
Reaches people across companies without requiring them to install anything
Remembers decisions and catches contradictions when plans change
Respects privacy and context by default
Coordinates work between people and AI agents on the same team
Provides each team member private follow-through from shared messages
Automatically follows up and waits through out-of-office periods
Bundles decisions and updates to minimize interruptions
Lets team members answer questions from collective memory without interrupting busy people
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
No setup required; just CC Emily on emails or add her to Slack/Discord
Works transparently as a teammate with her own name, not as an anonymous automation
Coordinates people and AI agents across company boundaries without requiring installations
Keeps context separate by channel, conversation and privacy level automatically
Remembers what was decided and catches contradictions to prevent miscommunication
Finpilot
Meetless