Publish documents for feedback, pull edits and comments back into your agent
Stage
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Founded
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Based in
US
GB
Pricing model
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Pricing
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Free plan: $0, up to five active documents, documents up to 4 MB, 1 GB storage, last ten versions restorable, invite up to ten people per document. Pro plan: $10 USD per month (billed as $120 per year) or $12 USD per month (billed monthly), unlimited active documents, documents up to 16 MB, 50 GB st
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
Publish HTML or Markdown files with shareable links
Readers can leave comments and edit text with author permission
Pull edits and comments back as structured data
MCP server for agents without file or command access
Custom share links with passwords and expiry dates on Pro
Version history with restore capability
Publish entire folders as sites on Pro plan
Connect to external APIs and embed sites on Pro
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
Documents stay active at stable links across multiple published versions
Works natively with AI coding agents without requiring manual context management
CLI does not require Node, Python or other runtime dependencies
Screenshots in comments are listed by ID and only fetched on request
Finpilot
Onlay