Build bespoke AI agents for your investment research and due diligence needs
We help investment professionals save time and resources by automating time consuming research processes, allowing you to focus on high-level decision-making.
We help investment professionals save time and resources by automating time consuming research processes, allowing you to focus on high-level decision-making.
Click on the emails below and discover how other investment professionals customise their agents for their investment workflows
Save time and resources manually mapping out company profiles. Build agents that populate structured company profiles at scale on Google Sheets, Excel, or Airtable
| Company | Business Model | Target Market | Key Metrics | Products and Services | Pricing Structure | Funding Summary |
|---|---|---|---|---|---|---|
| Codeium (Windsurf) | AI-powered coding assistant platform that provides developers with tools to improve their coding productivity. Revenue Model: Monetizes through freemium model with tiered subscription plans | - Individual developers - Development teams - Enterprise customers (including notable clients like Zillow, Dell, and Anduril) | As of early 2024: - Enterprise product has reached "eight figures" in Annual Recurring Revenue (ARR) - Achieved 500% ARR growth - Processing over 100 billion tokens daily - Company has 81 employees - Notable enterprise customers include Zillow, Dell, and Anduril | 1. Code Autocomplete: - Real-time code suggestions - Boilerplate code generation - Unit test generation - End-to-end encryption 2. Search Functionality: - Natural language repository search - Code base integration capabilities 3. AI Chat Assistant: - In-editor assistance - Developer support | 1. Individual Plan (Free): - Basic features - Unlimited usage 2. Teams Plan ($15/seat/month or $12/seat/month annually): - Advanced admin features - Usage dashboard - Team collaboration tools 3. Enterprise Plan (Custom pricing): - Custom deployment options - Priority support - Enhanced security features | Total funding of $243M raised across 2 rounds: - Latest round: $150M Series C (August 2024) - Current valuation: $1.25B-$1.3B Key investors include: - Kleiner Perkins - General Catalyst - AIX Ventures - Base Case Capital - Founders Fund |
| Anysphere (Cursor AI) | AI-powered code editor and IDE that helps developers write and manage code more efficiently. Revenue Model: Generates revenue through a freemium subscription model with tiered subscriptions ranging from free to $40/user/month for business users. | - Individual developers - Enterprise development teams - Notable clients include OpenAI, Midjourney, Perplexity, Shopify, and Instacart | - $100M ARR as of 2024, 100x from the previous year - over 360K paid users to date | 1. AI Code Completion and Generation: - Predictive editing - Natural language code generation - Project-wide context understanding 2. Multi-file Code Changes: - "Composer" mode for complex edits - Chat interface for codebase interaction 3. Integration with latest foundational models (GPT-o1, Claude 3.7 Sonnet) | 1. Free Tier: - Limited access with 2,000 monthly code completions 2. Pro Tier ($20/month): - Unlimited completions - Premium AI access 3. Business Tier ($40/user/month): - Enterprise features - Centralized billing - Privacy controls | Cursor AI has raised at least $71M across multiple funding rounds, with rapid valuation growth: - Seed round: $8M led by OpenAI Startup Fund - Series A (August 2024): $60M led by Andreessen Horowitz & Thrive Capital, valued at $400M - Series B (reported December 2024): $100M led by Thrive Capital, valued at $2.6B |
Onboarding is frictionless. We work closely with you to understand your needs and build agents that best serve your needs
Map out your workflows to time-consuming, high-value tasks. Define specific goals for automation and AI implementation.
Deliver a minimum viable product for rapid testing and feedback collection.
Create easy-to-deploy agents that integrate into your existing workflows. Call on agents using email, slack, or teams.
Consistently evaluate the performance of agent capabilities, making each epoch smarter over time.
Enhance your investment workflows, stay ahead of other investment professionals
Common questions about our AI agent solutions
Because each solution is custom to every client, pricing will differ based on requirements of your project. Book a call with our team to discuss pricing options tailored to your specific needs.
You do not need any custom tools nor software to deploy your agents. You can simply interact with your agents through email, slack, or any other preferred messaging channels.
We do not use a single-shot approach to get research outcomes. We design our model graphs to ensure outputs are high quality and reliable. We typically do this by making sure our agent reflects and iterates on its answer multiple times before providing a desired output.
We are also able to customize agents to populate structured outputs on google sheets or Airtable at scale.
No. The entire workflow is handled by us. We ensure that agents can be utilized with as little technical know-how as possible. For example, agents can be called with a simple email or message on Slack.
LLMs are unpredictable and variability may result in broken output at times. However, we offer a direct support line to all our customers. If you have an issue, you can call or message us directly for immediate assistance.
Still have questions? We're here to help!