AI Solutions for Investment Research
Powered by FootNote.AI — our sister company building AI-driven workflow solutions that create citation-backed, investment-grade outputs from complex data.TRY IT LIVE
Experience the AI Engines
Two interactive demos showing citation-backed AI outputs in action — no signup required.
What We Deliver
Through our sister company FootNote.AI (ValueBridge Pvt Ltd), we develop AI solutions purpose-built for investment research. Our engine creates structured output files — reports, investment-grade presentations, financial models, and more — from massive data inputs. Every insight is citable directly to its source, keeping AI output hallucination-free and ready for investment decisions.AI-Powered Solutions
Intelligent tools built specifically for investment research workflows
Citation & Research Engine
- Citation-backed report generation
- Source tracking & verification
- Document query engine
- Deep research AI
- Hallucination-free outputs
- Multi-source data synthesis
Report & Presentation Creation
- Investment-grade report generation
- AI presentation layer
- Earnings analysis reports
- Initiating coverage reports
- Sector overview reports
- Morning notes & flash updates
IB M&A Deal Flow
- Target sourcing & screening
- NDA & process letter generation
- CIM builder
- Data pack builder
- Valuation models
- Deal tracker & merger models
Custom Workflow Solutions
- Pitch deck population
- Strip profiles & teasers
- Buyer list generation
- Prospect identification
- Portfolio monitoring
- Bespoke workflow automation
End-to-End Deal Automation
A complete AI-powered workflow for investment banking M&A processes — from initial target identification through deal tracking and execution.Target Sourcing
AI-driven identification and screening of potential acquisition targets based on sector, size, and strategic fit.NDA & Process Letter
Automated generation of NDAs and process letters with customizable templates and clause libraries.CIM Generation
Structured CIM creation with citation-backed data, financial summaries, and investment highlights.Data Pack Builder
Automated compilation of financial data, market analysis, and due diligence materials into structured packs.Valuation Model
AI-assisted valuation frameworks including DCF, trading comps, and precedent transactions with sensitivity analysis.Deal Tracker
Centralized deal pipeline management with status tracking, timeline monitoring, and milestone alerts.TAILORED FOR YOUR WORKFLOW
Custom AI Solutions by Vertical
We build bespoke AI workflow tools designed for how your team actually works — not generic software that requires you to change your process.
Equity Research
Automate the research production cycle from data ingestion to polished output — while keeping every insight traceable to its source.
Key Workflows
Initiating coverage reports • Earnings analysis • Sector overviews • Morning notes • Flash updates • Model population • Comparable analysis
Investment Banking
End-to-end deal automation from target identification to execution materials — CIMs, teasers, process letters, and pitch decks generated with precision.
Key Workflows
CIM generation • Deal teasers • Process letters • Buyer lists • Strip profiles • Pitch deck population • Data pack creation • Merger models
Private Equity
Accelerate deal sourcing, screening, and portfolio monitoring with AI-powered analysis that surfaces actionable insights from complex datasets.
Key Workflows
Deal screening • IC memos • Due diligence checklists • Portfolio monitoring • Value creation plans • Returns analysis • Unit economics
Asset Management
Streamline portfolio analysis, client reporting, and investment decision-making with automated data aggregation and intelligent report generation.
Key Workflows
Client reports • Portfolio rebalancing • Investment proposals • Tax-loss harvesting • Financial planning • Performance attribution • Risk analysis