Finpilot

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Finpilot streamlines financial analysis for equity analysts with AI-driven research, data visualization, and report generation.

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What is Finpilot?

Finpilot is an artificial intelligence tool tailored for equity analysts to streamline financial analysis workflows. It accelerates investment research, assists in company analysis, and facilitates report writing by sourcing information from verifiable sources like documents and the web. Finpilot's AI agents, based on foundational GPTs and proprietary models, efficiently retrieve and interpret financial data, providing answers, figures, and visualizations. The tool offers features like interactive document chat, company comparison, Excel-compatible data compilation, and trend visualization to enhance the analysis process for professional equity analysts.

Who created Finpilot?

Finpilot was created with the aim of accelerating private equity analysis by providing purpose-built AI tools to professionals. The AI tool was launched on September 22, 2023, with a focus on leveraging AI to read and understand critical financial documents swiftly. The company behind Finpilot is dedicated to helping analysts find, extract, organize, and summarize information from CIMs, data rooms, and other deal documents efficiently, ultimately enabling faster decision-making in the private equity domain.

What is Finpilot used for?

Accelerates investment research
Saves users from document sifting
Frees users for more analysis
Direct information delivery
Allows one-click source verification
Supports finance document chat
Scours financial data
Craft reports
Tailored for equity analysts
Enables comparison sets creation
Chat with SEC filings
Chat with user-uploaded documents

Who is Finpilot for?

Financial Analysts
Equity analysts
Professional equity analysts

How to use Finpilot?

To use Finpilot effectively, follow these steps:

Utilize the interactive document chat feature to engage with the tool and retrieve financial data efficiently.
Leverage the tool to assist in report writing by extracting required data and compiling it into organized Excel-compatible tables.
Communicate with Finpilot through its chat feature to accelerate data retrieval and streamline financial analysis workflows.
Take advantage of the AI agents underpinning Finpilot, built on foundational GPTs and proprietary models, to source information and visualize trends accurately.
Benefit from the tool's ability to handle company comparisons, build comparison sets with key metrics, and track trends across various companies and time periods.
Verify the answers and figures provided by Finpilot, which are linked to their original source documents for credibility and authenticity.
Integrate Finpilot with Excel for seamless data analysis and presentation, allowing you to transition from data extraction to in-depth analysis efficiently.
Tailor your usage for investment research, company analysis, report writing, and data visualization, primarily benefiting professional equity analysts.

Pros

Assists in investment research
Tracks trends across time periods
Tracks trends across different companies
Key metrics visualisation
Company comparison feature
Compiles data into Excel-compatible tables
Reliable query responder
Handles repetitive data collection
Efficient retrieval of financial data
Communication via chat feature
Streamlines financial analysis workflows
Sources information from verifiable sources
Data visualisation
Facilitates report writing
Company analysis

Cons

Limited to financial analysis
Primarily for professional equity analysts
Dependant on verifiable sources
Possible errors in data retrieval
Reliance on document chat feature
Lack of multi-platform support
No integration with other financial software
Potential data privacy issues
No language options reported
Dependent on verifiable sources

Pros

Cons

Assists in investment research
Tracks trends across time periods
Tracks trends across different companies
Key metrics visualisation
Company comparison feature
Compiles data into Excel-compatible tables
Reliable query responder
Handles repetitive data collection
Efficient retrieval of financial data
Communication via chat feature
Streamlines financial analysis workflows
Sources information from verifiable sources
Data visualisation
Facilitates report writing
Company analysis

Limited to financial analysis
Primarily for professional equity analysts
Dependant on verifiable sources
Possible errors in data retrieval
Reliance on document chat feature
Lack of multi-platform support
No integration with other financial software
Potential data privacy issues
No language options reported
Dependent on verifiable sources

Finpilot FAQs

What are the AI agents underpinning Finpilot?: The AI agents underpinning Finpilot are built on foundational GPTs and proprietary models developed by the Finpilot team.

How can Finpilot assist in investment research?: Finpilot assists in investment research by providing accurate, verifiable data sourced from various documents, SEC filings, transcripts, presentations, and the web.

Can Finpilot analyse multiple companies at once?: Yes, Finpilot can analyze multiple companies at once through its comparison feature.

What type of financial documents can Finpilot handle?: Finpilot is capable of handling various types of financial documents, including SEC filings, call transcripts, presentations, documents from the web, and custom user documents.

Can Finpilot be integrated with Excel?: Yes, Finpilot is compatible with Excel and can compile data into organized, Excel-compatible tables.

How does Finpilot handle financial data collection tasks?: Finpilot handles financial data collection tasks through its AI agents by sourcing and providing relevant data efficiently.