Enterprise AI for Finance Professionals

Automate and customize financial workflows with ease.
Deliver immediate time-to-value to users with intuitive finance automations
State-of-the-art data security protocols engineered specifically for financial institutions.
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Built by ex-private equity professionals and AI / cybersecurity experts:
Trusted by leading finance institutions:
Private Equity
Hedge Fund
Venture Capital
Investment Banking
Asset Management
Equity Research

Prism by ProSights

Leverage enterprise automation tools to craft tailored outputs with speed and precision.

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Table Extraction

Extract financial data from PDFs and complex images right into excels in your company format

Smart Chart Generation

Create charts from any PDF or image in your preferred format, with Excel-ready backups—even charts without labeled datapoints.

Logo Maps

Drop in a list of companies or simply paste a market map, and we'll extract logos into PNG form directly into PPT

Template Autofill

Extract data from PDFs into your custom XLS templates, complete with detailed cell-by-cell audit trails for full transparency and accuracy.

Complex Line Tracing

Trace complex line charts from PDFs and images, even those with intricate details and ridges, and receive extracted data points in Excel.

PDF to PowerPoint

Convert any PDF into a fully editable PowerPoint, ready for instant updates and customization.

Finance Workflows Automations

Automate complex workflows from end to end with our custom-trained AI / ML models, designed specifically for finance use cases.

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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

Templated Outputs

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.

Customizable Outputs

AI-powered knowledge platform

Purpose-Built for Financial Institutions

Our platform utilizes finance-specific models with industry-specific tagging and advanced retrieval algorithms to deliver precise insights tailored for investment workflows.

Unparalleled Document Tracking

Robust version control and metadata tracking to ensure  access to most current and authoritative information.

Emphasis on Data Citations

Direct link citations to original source documents, enabling quick verification.

Enabling a safer AI ecosystem for highly sensitive investment firm data.

Compliant and Secure
We prioritize stringent compliance and security measures to ensure your data is stored and safeguarded with the utmost care and precision.
Trust Center
Terms of Service
Purpose built for sensitive financial data
Everything stays in your VPC. Nothing leaves.
Leading enterprise security with continuous monitoring
Data Encryption

Our platform uses highest-grade AES-256 encryption to protect your data both in transit and at rest, with authentication requests for optimal security.

Versatile Deployment

Our flexible architecture supports on-premise, cloud, and hybrid solutions, allowing you to optimize security, accessibility, and cost-effectiveness.

Data Integrity

We never train our AI on client data, preserving your proprietary information and competitive edge.

Secure Access Controls

Customizable role-based access controls ensure team members only interact with data relevant to their roles.

Security Certifications

ProSights is SOC II compliant. Visit our trust center for more information on our controls and procedures.

Unified intelligence across your entire digital ecosystem

Experience the power of truly unified information access, without compromising on data security or compliance.
File drives
File type
Communication
CRM
Secure cross-platform search

Information retrieval with secure cross-platform search functionality regardless of where your data resides.

Granular role-based access controls

Granular access controls ensures that sensitive information remains protected throughout the search process

How it works

Proprietary deployment solution onto virtual private cloud (VPC) Networks
"One-click" deploy
on your VPC network
a
Login
to your pre-authorized accounts
a
Connect securely
to relevant integrations
a
Find answers
to your questions
a
Only minutes to set up
1 min
Cloud set-up
30 mins
VPC set-up
Custom
On-premise set-up
with our VPC partners

Trusted by Industry Leaders

Empowering smarter decisions across the investment landscape

As an investment banking associate, the PDF recreation and logo finder tools are game changers. Rebuilding client presentations used to consume entire evenings. Now we can recreate pages instantly. It's like having an extra team member.

Associate, Boutique Investment Bank

The platform pulls key metrics and creates detailed profiles in a fraction of the time. What took 4-5 hours now takes 30 minutes, and the quality is consistently high.

Vice President, $100B Investment Firm

The NDA review feature alone justified the cost. Our legal team used to spend hours reviewing each agreement - now the AI automatically flags key changes and non-standard terms in minutes.

Vice President, $1B PE Fund

ProSights automatically analyzes board decks and transforms them into perfectly formatted portfolio summaries. What took 15+ hours per portfolio company is now down to 1-2 hours. Across three dozen companies, the time savings for our deal team have been massive.

Associate, Middle Market PE Fund

Frequently Asked Questions

What makes ProSights different from other AI platforms?

ProSights is purpose-built for investors, featuring proprietary industry-specific tagging, advanced retrieval algorithms, and seamless integration with investment workflows.

How secure is ProSights?

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.

How does ProSights use my data?

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.

How does ProSights validate data accuracy?

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.

How does ProSights manage access and ensure users only see files that they are meant to see?

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.

Ready to start with ProSights?

ProSights is purpose-built for investors, featuring proprietary industry-specific tagging, advanced retrieval algorithms, and seamless integration with investment workflows.
Get in touch