Enterprise AI for Finance
Finance Workflows Automations
Templated Outputs
Leverage pre-built templates to automate qualitative outputs such as business overview, expert call summaries, portco updates, board deck summaries, among other tasks
Customizable Outputs
Create custom templates from predefined examples. Provide a few examples and your input data, and we'll generate output in the same voice and style.
General Finance Automations
Pre-built automations such as PDF to PPT conversion, logo finder, table extraction, NDA reviewer, among several others.
AI-powered knowledge platform
Our platform utilizes finance-specific models with industry-specific tagging and advanced retrieval algorithms to deliver precise insights tailored for investment workflows.
Robust version control and metadata tracking to ensure access to most current and authoritative information.
Direct link citations to original source documents, enabling quick verification.
Enabling a safer AI ecosystem for highly sensitive investment firm data.
Our platform uses highest-grade AES-256 encryption to protect your data both in transit and at rest, with authentication requests for optimal security.
Our flexible architecture supports on-premise, cloud, and hybrid solutions, allowing you to optimize security, accessibility, and cost-effectiveness.
We never train our AI on client data, preserving your proprietary information and competitive edge.
Customizable role-based access controls ensure team members only interact with data relevant to their roles.
ProSights is SOC II compliant. Visit our trust center for more information on our controls and procedures.
Unified intelligence across your entire digital ecosystem
How it works
Trusted by Industry Leaders
Frequently Asked Questions
ProSights is purpose-built for investors, featuring proprietary industry-specific tagging, advanced retrieval algorithms, and seamless integration with investment workflows.
ProSights maintains the highest industry security standards. All data is encrypted in transit (TLS 1.2). Data at rest is encrypted at rest (AES-256), and strict role-based access controls are used to limit who can access data. Please visit our Security page for more details.
ProSights does not train on any user data, and our entire platform can be deployed within your VPC, so that all the data remains in the confines of your infrastructure and never leaves. We also have zero data retention agreements with closed-source model providers.
ProSights uses real-time API queries from connected data sources to retrieve data and generate answers. Responses are always based on the latest real-time data pulls from the integrations, helping to ensure accurate and relevant results.
ProSights leverages role-based access controls to ensure users inherit the same document access permissions as the parent integration, meaning they will only be able to search data they already have access to.
