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Built for equity research, macro, and credit teams

The Factual Standard for Financial Intelligence

The interface where research gets produced, reviewed, and shipped.

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The hard part is not finding information. It's turning it into decisions.

Data per company keeps exploding, but analyst capacity doesn't. Teams still spend hours pulling facts, checking numbers, and rebuilding the same sections just to get to a publishable draft.

Data platforms

Help you find information, but they stop before the workflow.

Generic AI

Generates text, but it doesn't follow your methodology or show proof.

Manual last mile

The last mile stays manual, so the reputational risk stays on the human.

We turn your research process into workflows that run on your sources of truth.

We generate first drafts in your structure and style, with evidence linked line by line. We make it obvious what's verified, unclear, or wrong before anything goes out the door.

See How It Works

How it works

Four steps to verified first drafts.

1

Connect your sources

Filings, transcripts, models, internal docs.

2

Codify your workflow

Turn deliverables into repeatable structures.

3

Generate the first draft

In your format and style.

4

Verify and ship

Show what's verified, unclear, or wrong, with source-level traceability.

Expand coverage

Without adding headcount.

Increase throughput

Across recurring deliverables.

Reduce risk

With proof-backed outputs.

Standardize methodology

Across the team.

Faster onboarding

With workflows already encoded.

Audit readiness

With full traceability built in.

Built for publishing, not chatting.

Templates

Codify your firm's methodology into repeatable research workflows, with standardized structure, tone, and formatting.

Shared library

Teams can version, reuse, and enforce best practices firm-wide.

Line-level citations

Across filings, transcripts, models, and internal docs, so every claim links back to evidence.

Verification

Classifies each claim as supported, conflicting, unverified, or ambiguous.

Cell-to-cell traceability

Back to the financial model for key numbers and tables.

Audit trail

Full review flow for compliance.

Your infrastructure

Deployed on prem or in your cloud tenant.

Closed loop

Only uses your approved sources and firm-controlled data.

Why yAI

"I uploaded our entire investment memo on this company... And it was like, perfect."

Partner, Venture Capital

"It pulls in a lot of the key stuff that I'm looking for. And it works really well for creating reports that you want. It gave me what I was looking for."

Associate, Private Equity

"This is incredibly user friendly. Better than the competing group that has a more internal system that they develop. More organized, easier to read. Impressive work."

Head of Research, Investment Bank

AI is everywhere, but research can't tolerate hallucinations.

As data volumes explode, the winning layer won't be another model or another dataset. It will be the interface that turns AI into a controlled, evidence-backed workflow.

Try it on your next deliverable.

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