AI agents that plan, execute, and keep work moving while you stay in charge from one dashboard
Stage
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Founded
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Based in
US
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Pricing model
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Freemium
Pricing
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Free plan with $50/month funding; paid plans at $25, $50, $100, $200, or $500/month. Pay yearly for 20% savings. All plans include multiple businesses, unlimited agents, up to 50 business emails monthly, team invites, business roadmap, social posts, and prioritized support. Top-ups available on $50+
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
Market research with competitor and customer analysis
AI-powered website builder with ecommerce
Payment processing and order management
Meta ads creation and campaign management
Email prospecting and outreach automation
Multi-channel analytics and performance tracking
Social media management across 10+ platforms
Business roadmap with milestone tracking
Blocker detection and resolution
Session recording for website user behavior
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
Specialized AI agents that coordinate work rather than one generalist agent
Finpilot
Pazi