Our engineers configure yAI in your tenant to turn firm data into cited documents, slides, tables, and agents.
Overview
Index FactSet, PitchBook, Capital IQ, SEC EDGAR, expert call transcripts, and the firm's SharePoint and Drive into a single corpus. Every answer carries citations at the passage, table-cell, and chart level.
Overview
Each runbook is a structured template for one deliverable. An IC memo. A coverage initiation. A CIM. Sections, prompts, output structure, and tone are codified once. Every run produces the same shape of document in the firm's voice. The firm's standards travel with every analyst.
Overview
Upload the firm's master PPTX. yAI extracts layouts, brand colors, fonts, and chart styles, then writes pitch books, IC decks, and initiation reports against it. Charts, tables, and exhibits arrive native in the deck, formatted to the firm's standards and exportable straight to client.
Overview
Define the columns you need across a universe of companies, deals, or assets. yAI runs the analysis in parallel across every entity. Each cell carries its citation, its confidence, and its source passage. Re-run on a schedule and the table flags what changed.
Overview
Every step in an agent run is routed to the lowest-cost path that produces the right answer. Lookups, parsing, and validation run as code. Repeat work is cached. The model is invoked only where judgment is required, and every routing decision is recorded.
| # | STEP | KIND | DURATION | TOKENS | COST |
|---|---|---|---|---|---|
| 01 | fetch FactSet pricing | MECH | 102ms | 0t | $0.0000 |
| 02 | parse XML response | MECH | 12ms | 0t | $0.0000 |
| 03 | classify question intent | LLM | 245ms | 312t | $0.0006 |
| 04 | lookup symbol map | MECH | 3ms | 0t | $0.0000 |
| 05 | build comp set | MECH | 45ms | 0t | $0.0000 |
| 06 | pull EDGAR adapter | CACHE | 1ms | 0t | $0.0000 |
| 07 | draft synthesis paragraph | LLM | 1,420ms | 4,210t | $0.0231 |
| 08 | validate citations | MECH | 214ms | 0t | $0.0000 |
| 09 | render slide | MECH | 67ms | 0t | $0.0000 |
| TOTAL | $0.0237 | ||||
| RATIO | 2 of 9 steps used a model | ||||
Earnings previews, review notes, and initiation reports written against the analyst's own model, with every claim traced to source.
IC memos and diligence summaries assembled from the data room and the firm's underlying model, with cited line items and a versioned audit trail.
First-draft CIMs, pitch books, and industry overviews in the firm's voice, with verified data on every page and an analyst owning the final pass.
Produce credit memos and risk assessments with every claim linked to covenant documents, financials, and rating agency reports.
Overview
Three streams compose every workflow. Market data. Foundation models. The firm's playbook of runbooks, templates, and coverage notes.
Production AI for regulated finance.