Shared workspace for teams and AI agents to create, collaborate and publish visual content
Stage
Not given
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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 (unlimited signatures, 200 files, 25 MB per deploy, 60 web searches per day, 7M tokens per month); Pro $4.50/month (12,000 files, 2 GB per deploy, 20M tokens per month, 2× longer pages, unlimited signatures); Max $9/month (50M tokens plus 8M on Claude Opus, voice, stacks, streams); Team $10/mem
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
AI generates visual spaces, dashboards and interactive designs from prompts
Real-time collaboration with comments and version history
Integrates with multiple AI models including Claude, ChatGPT, Gemini, Grok and Cursor
Live data streaming from servers and services into spaces
Built-in search powered by former Pinecone engineers
Auto-sync to Google Drive or GitHub for data ownership
Voice control to run spacesheep by voice
Stacks feature to auto-organize pages into collections
CRMs, forms and tools that teams edit together without servers
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
Full data ownership—every space syncs to your own Google Drive or GitHub
Real-time AI-powered collaboration where agents update spaces while teams watch and comment
Finpilot
spacesheep