Patterns

Get insights on your investment opportunities

Quickly respond to client questions, review deals faster, and uncover new investment opportunities with our Patterns pre-configured for investment use cases. With Patterns powered by the machine learning and latest large language models, you can process and summarize lengthy, complex documents instantly, while keeping your data secure.

Launch new investment strategies and review deals with our Patterns including:

Confidential Information Memorandums (CIMs)
Offering memorandums
Equity research reports
Mutual fund prospectuses
News articles
Document summaries

Make faster decisions with current data

Your firm’s incoming deal and investment research documents are a massive resource that can be hard to access and use to their full potential. Harness the power of advanced LLMs to find exactly what you need to make strategic decisions and provide the best service to your clients, at the moment you need it.