Designed by Investment Professionals.
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.
The most advanced AI-powered knowledge management system for financial institutions.
Unified intelligence across your entire digital ecosystem
Multi-Platform Accessibility
Frequently Asked Questions
ProSights is purpose-built for investors, featuring proprietary industry-specific tagging, advanced retrieval algorithms, and seamless integration with investment workflows.
Third-party data sources can be integrated on a case-by-case basis depending on vendors’ data restrictions.
ProSights is available across multiple platforms including desktop web, mobile web, desktop application, and mobile app, ensuring seamless access wherever you work.
Please reach out to sales@prosights.co for more information on pricing.