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Decisional AI Financial Analyst that cuts through the uncertainty of Private Markets

Decisional
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What is Decisional?

Decisional provides an advanced AI-driven platform tailored for financial service firms operating within the private markets. It is engineered to automate and augment intricate financial workflows, encompassing processes from due diligence to portfolio-related data entry, thereby assisting firms in optimizing back-office operations while seeking to enhance investment returns.

The platform leverages sophisticated AI to perform both qualitative and quantitative analysis. Users can generate detailed memos complete with in-line citations, conduct comprehensive searches across extensive document repositories, and extract critical financial metrics with notable accuracy. Supporting a variety of document formats and integrating with common data storage solutions, Decisional facilitates in-depth data comparison and visualization, aiming to equip financial professionals with the insights needed for more informed and efficient decision-making.

Features

  • Qualitative Analysis: Generate deep long-form content and memos with in-line citations, connecting to your data, and edit with an AI Agent.
  • Deep Search: Search across up to 50,000 internal documents (Excel, PPT, Word, PDF) with integrations like Sharepoint, OneDrive, and Google Drive.
  • Quantitative Analysis: Extract and model key financial metrics for portfolio monitoring with high accuracy using fine-tuned AI models and an AI Spreadsheet.
  • Visualise Metrics: Create custom visualizations for time-series data, analyze metrics like Revenue and Gross Margin, and identify conflicting data sources.
  • Data Comparison: Compare metrics across private and public data sources, enriched with data from APIs like Crunchbase and Pitchbook, and access SEC filings.
  • Workflow Acceleration: Accelerate multi-step decision-making processes and enhance compliance using AI workflows (Enterprise plan).
  • Embeddable AI: Integrate Decisional's AI capabilities into your existing stack using enterprise-grade APIs (Note: API availability for direct customer use may vary based on plan).

Use Cases

  • Automating financial workflows like due diligence and portfolio data entry.
  • Generating insightful qualitative analysis reports and memos with verifiable citations.
  • Conducting deep searches across extensive internal document repositories.
  • Extracting, modeling, and monitoring key financial metrics with high precision.
  • Visualizing financial data trends and identifying data discrepancies.
  • Comparing financial performance against private and public market data.
  • Streamlining multi-step decision-making processes within financial firms.
  • Enhancing regulatory compliance through AI-powered tools.

FAQs

  • What types of document formats does Decisional support for analysis?
    Decisional supports a variety of document formats including Excel, PPT, Word, Docx, and PDFs.
  • Can Decisional integrate with existing data storage solutions?
    Yes, Decisional offers integrations with popular platforms like Sharepoint, OneDrive, Airtable, Dropbox, and Google Drive to access your firm's internal knowledge.
  • How does Decisional ensure the accuracy of its financial analysis?
    Decisional utilizes powerful, fine-tuned AI models specifically trained for financial data, which are benchmark-tested to deliver high accuracy in extracting key metrics and insights, reportedly outperforming standard AI models.
  • Is Decisional suitable for large financial institutions?
    Yes, Decisional offers an Enterprise plan designed for larger organizations, which includes features like enterprise-grade security, on-premise or VPC deployment, SSO, and RBAC, in addition to all Business plan features.
  • Does Decisional provide access to public financial data?
    Yes, Decisional can compare metrics across private and public data sources and provides access to SEC filings such as 10Ks, 10Qs, and earnings call transcripts.

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