Purpose-built for financial institutions

Designed by Investment Professionals.

Automate and customize complex financial workflows with ease.
State-of-the-art data security protocols engineered specifically for financial institutions.
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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.

General Finance Automaitions
Customizable Outputs
Templated Outputs

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

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

General Finance Automations

Pre-built automations such as PDF to PPT conversion, logo finder, table extraction, NDA reviewer, among several others.

General Finance Automaitions

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.

The most advanced AI-powered knowledge management system for financial institutions.

Experience the power of truly unified information access, without compromising on data security or compliance.
Prosights' Knowledge Management System Diagram
Prosights' Knowledge Management System Diagram

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

Know everything about any company

In-house wikipedia page on any company.
Prosights' Search InterfaceProsights' Search Interface

Multi-Platform Accessibility

Experience our platform anywhere, anytime, without compromising on protection.
Desktop Web
Mobile Web
Mobile Web
Mobile App

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.

Can ProSights integrate third-party data that I already pay for?

Third-party data sources can be integrated on a case-by-case basis depending on vendors’ data restrictions.

What devices does ProSights support?

ProSights is available across multiple platforms including desktop web, mobile web, desktop application, and mobile app, ensuring seamless access wherever you work.

How does pricing work?

Please reach out to sales@prosights.co for more information on pricing.

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.
Book a Demo