Platform
Built for how deal teams and research desks work.
Upload filings, transcripts, models, data room documents, and internal research.
Choose your deliverable to apply your firm's structure, tone, and formatting.
yAI produces a first draft in your style with full provenance on every claim.
Review what's flagged, resolve conflicts, and publish with a complete audit trail.
Templates
Turn your firm's methodology into structured templates with standardized formatting, tone, and section logic. CIMs, memos, coverage notes, and more.
Provenance
Every claim traces back to its source. The platform pulls the latest filings and market data automatically, so your output is never stale and every number is auditable.
Verification
Every claim is classified as supported, conflicting, unverified, or ambiguous. Review flags before you publish. Deliver with confidence that nothing slipped through.
Collaboration
Version, share, and enforce best practices firm-wide. New analysts onboard faster with workflows already encoded. Senior analysts maintain quality without reviewing everything from scratch.
Runs on your infrastructure. Private cloud deployment on your own tenant.
Learn About Security10-Ks, 10-Qs, proxies, and more. Parsed and indexed automatically.
Full call transcripts with speaker attribution and Q&A segmentation.
Cell-level linking to your financial models. Numbers stay traceable.
Ingest deal documents directly from virtual data rooms.
Memos, presentations, and research from your own firm.
Works alongside your current AI stack. Plug into what you already use.
