Build your investment logic visually
Create complex financial analysis workflows with our drag-and-drop canvas. Connect nodes, set conditional rules, and let AI handle the heavy lifting.
Conditional Logic
Set detailed rules (e.g., Revenue > $10M, Growth > 15%) to automatically route companies.
Smart Nodes
Use specialized nodes for Balance Sheets, Cash Flows, and Risk Detection.
Route to Investment Analyst
Auto-archive report
Invest
Companies that meet all your criteria and show strong potential.
Read More
Signals are mixed. Requires human review and deeper analysis.
Do Not Invest
Automatically filter out companies with red flags or poor performance.
Systematize your decision making
Stop treating every company differently. Assign outcomes to your analysis nodes and let the system categorize opportunities for you.
- Standardize investment criteria across your team
- Filter noise automatically with "Do Not Invest" buckets
- Focus your time on the high-potential "Read More" cases
Automated Reports & Insights
Upload a PDF and get a comprehensive analysis in seconds. From executive summaries to risk detection.
Automatically pulls revenue, margins, and growth rates from financial statements and compares them year-over-year.
AI scans for specific risk factors like regulatory changes, tax risks, and competitive threats within the document.
Break down performance by geography, product lines, and business units to understand what's really driving growth.