AI agent you message on WhatsApp that builds and runs your business
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Stage
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Founded
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Based in
IL
US
Pricing model
Free trial
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Pricing
Personal $29/month, Pro $59/month, Business $149/month, or $290, $590 and $1,490 yearly. Personal includes 200 messages/month and 10 call minutes. Pro includes 350 messages/month and 45 call minutes. Business includes 1,650 messages/month and 150 call minutes. Each plan includes 1, 3 or 5 connected
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Key features
Client and lead management
Encrypted data vault
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
What makes it different
Chat interface on WhatsApp instead of app-switching
Unified workspace synced with chat
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
LVLZ
Finpilot