AI Investment Banker Tools

Relay is an AI-powered tool designed to assist users in managing and analyzing investment documents and company updates. It utilizes AI to extract key details from investment documents and unstructured investor updates, such as pay-to-play provisions, revenue metrics, and more. Relay offers features like document management, portfolio tracking dashboard, team permissioning, and respects user data privacy and security by storing data securely and handling personal information in accordance with privacy policies.

Hercule is an AI-powered platform designed to transform investment decision-making for investors. It streamlines the analysis of pitch decks, enables enhanced screening, automated market research, and competitive analysis. Hercule provides features like efficient feedback management, draft templates for personalized rejections, and integrates with deal flow management software for streamlined workflows. Additionally, Hercule includes a dedicated AI-driven research assistant named AGENTA to conduct comprehensive research on behalf of investors.

Kniru is an AI-powered financial advisor tool that offers hyper-personalized financial management and advice. Users can utilize its chat feature to ask various financial questions related to wealth management, retirement planning, tax strategies, and expense management. The tool provides precise and actionable insights to assist users in making informed financial decisions, along with features like personalized savings suggestions, bill reminders, budget alerts, anomaly detection, and portfolio alerts. Kniru also enables automatic connections to multiple financial accounts across different countries, covering bank accounts, investments, real estate assets, loans, and credit cards. Users have access to dashboards displaying assets, liabilities, spend analysis, subscription tracking, and other insights, aiming to offer a holistic view of their financial situation and optimize financial decisions. Additionally, Kniru aims to address the lack of human financial advisors by providing world-class financial advice through its AI-powered approach, making high-quality financial advice accessible to a broader audience.

Owny is a financial technology tool designed to help businesses manage their capital and banking needs efficiently. It leverages AI-powered features to streamline processes related to private capital management, investors, and treasury. Owny caters to various industries such as startups, private equity and venture capital funds, and real estate. For startups, Owny facilitates the management of agreements such as SAFE (Simple Agreement for Future Equity) and Convertible Notes using standard templates. It also offers AI tools for funds to onboard existing and new funds. Additionally, Owny supports investment activities in real estate, provides investors with dedicated accounts and investment management features, and covers global payment transfers. The platform also includes back-office tools for transaction reporting, compliance management, and custom updates. Users can track various metrics through interactive data analytics tools and create and share agreements seamlessly. Owny provides ongoing support through a dedicated team of specialists, ensuring a high-quality service experience for users and stakeholders. It's important to note that Owny is a financial technologies company, not a registered broker-dealer or a bank, and it does not offer legal, tax, or investment advice. The platform partners with registered investment advisers to provide certain investing features, and users should be cautious of potential bias due to these partnerships, as investing inherently involves risk.

ThinkChain is a platform designed to streamline the investment approach for sophisticated investors such as those in Private Equity, Real Estate, and Lenders. It leverages AI-powered analysis to save time, reduce costs, and uncover opportunities. With features like AI agents for evaluating complex datasources, reporting generation, and specialized solutions for key financial sectors, ThinkChain aims to provide a comprehensive toolkit for managing deal flows, due diligence processes, property investments, loan portfolios, and more.

Kahuna is an avant-garde AI company based in New York City that is at the forefront of artificial intelligence innovation. Their proprietary architecture enables event-driven investing superpowers by combining industry expertise with AI capabilities. Kahuna's system learns from user inputs and queries, providing users with an edge in their investing activities. While in stealth mode, Kahuna promises groundbreaking advancements in AI and invites users to join their waitlist to stay informed about exclusive updates on their state-of-the-art AI solutions.

B-Cube is an advanced AI-driven platform designed to revolutionize the world of cryptocurrency trading by providing users with cutting-edge investment strategies created by professionals. The platform offers powerful AI trading strategies available in the marketplace, non-custodial services where users maintain control of their assets, and AI-driven trading technology supported by machine learning algorithms. B-Cube aims to empower cryptocurrency traders with AI-driven insights and analytics to make informed decisions and stay ahead in the ever-evolving market. The platform also features sentiment analysis tools, simplicity in trading application design, trade tracking functionalities, growth tracking capabilities, and a vision to be the go-to platform for cryptocurrency traders seeking advanced tools and analytics. Customers have expressed satisfaction with the platform's efficiency, transparency, and the quality of its products, praising the team's transparency, business model innovation, and exceptional customer service.

"Dili AI" is an AI-powered diligence platform specifically designed for Private Equity and Venture Capital deal teams. It enhances investment decision-making by applying AI techniques to analyze company data rooms, internal proprietary knowledge, and external data sources. Dili assists in deal screening, preparing lists of comparable companies, identifying red flags, and facilitating faster evaluation of deals. The platform uses advanced AI techniques such as text extraction, comparison, and generative AI to support data-driven investment decisions.

Angel Match is a platform that provides access to an extensive database of over 110,000 angel investors, angel groups, venture capitalists, micro VCs, and private equity firms. Users can quickly find and build their target investor lists using this tool. The platform offers investor data such as names, pictures, emails, social media tags, location tags, investment funds, investment stages, past investments, and industry focuses to facilitate easy connection and faster fundraising efforts. Users can reach out to investors by tailoring personalized pitches and sending follow-up messages. Angel Match also offers different subscription plans with features like access to the investor database, social media profiles, investment focuses, locations, past investments, email capabilities, and more. Additionally, the platform provides resources like a Pitch Deck Database and Fundraising Templates to support entrepreneurs in their fundraising endeavors.

Angel Match saves users significant time by streamlining the process of finding investors, connecting them with the right investors, and helping manage investor interactions efficiently. The platform emphasizes data security, privacy, and quality over quantity, ensuring that users have access to verified and updated investor information. Testimonials from satisfied customers highlight the effectiveness of Angel Match in facilitating connections with investors and raising capital. The platform's Investor Outreach Email Generator uses artificial intelligence to create personalized emails for investor outreach, allowing users to customize email tones and generate multiple email versions to suit their needs. Overall, Angel Match aims to simplify the investor outreach process, save time, and support entrepreneurs in building valuable investor relationships.

Avanzai is an AI platform designed to automate investment workflows, empowering asset managers by automating key tasks with AI agents. These agents streamline report generation, risk alerts, scenario analysis, and provide real-time insights for investors through the scraping of news, SEC filings, and economic releases. Additionally, risk managers can use AI agents to automate portfolio risk monitoring and exposure, ensuring portfolios remain balanced and compliant with regulations. Avanzai also allows for financial data integration, enabling users to connect databases, S3 buckets, or financial data APIs to enhance agents and make better decisions. Users can create and customize agents, deploy them to automate tasks on a schedule, generate reports, and access outputs for actionable insights and streamlined decision-making. Avanzai's mission is to automate worries away by providing tailored insights delivered by AI agents, with upcoming voice agent capabilities as well.

Telescope is a specialized AI tool designed for finance companies to facilitate the delivery of high-quality AI applications in the financial sector. It provides features such as portfolio creation, investment discovery, generating insights, and creating brand-specific content. Telescope integrates seamlessly with various platforms, offers flexible investment engine, and enables hyper-personalized trades to increase user engagement and retention. The tool also includes products like Telescope Radar, Ripple, and Fuse to enhance stock discovery, portfolio recommendations, and content creation.

Telescope uses AI-driven processes for stock discovery through products like Ripple, Radar, and Fuse. Ripple creates intelligent stock baskets based on themes or future events, while Radar offers personalized trading recommendations based on AI-generated personas. The tool empowers users to generate ideas from prompts or themes using AI and promotes user engagement through hyper-personalization, leading to increased conversion rates.

Developers benefit from Telescope's simple API integration, which speeds up development processes and enhances application efficiency. Users can design their investment models, and the AI-driven stock selection helps convert themes into actionable investment opportunities. Telescope focuses on hyper-personalization to increase user engagement and trading volume while responding to trends and event-based triggers to encourage a diversified investment approach.

BeeBee.AI is an AI-powered platform designed to simplify investment analysis. It provides valuable insights for investors through weekly updates on companies, earnings calls, and financial reports. The platform offers various rankings such as influential CEOs, competitive CEOs, and polarizing companies, updated daily or quarterly. Additionally, BeeBee.AI features an automated analysis module that extracts key information from earnings conference call transcripts. Users can also classify and inquire about financial reports to gain a detailed understanding of a company's financial health. The platform aims to make investment analysis more accessible and informative for users by highlighting standout companies and CEOs to help investors identify potential opportunities. In summary, BeeBee.AI utilizes artificial intelligence to streamline investment analysis processes and enhance decision-making for users.