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Platform

AI-native tools, built for finance teams.

Our engineers configure yAI in your tenant to turn firm data into cited documents, slides, tables, and agents.

01 / Research Copilot

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.

Research Copilot
SOP Runbooks

02 / SOP Runbooks

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.

03 / Automated Slides

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.

Automated Slides
Agents

04 / Agents

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.

Architecture

Inside an agent run.

05 / Routing

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.

$
#STEPKINDDURATIONTOKENSCOST
01fetch FactSet pricingMECH102ms0t$0.0000
02parse XML responseMECH12ms0t$0.0000
03classify question intentLLM245ms312t$0.0006
04lookup symbol mapMECH3ms0t$0.0000
05build comp setMECH45ms0t$0.0000
06pull EDGAR adapterCACHE1ms0t$0.0000
07draft synthesis paragraphLLM1,420ms4,210t$0.0231
08validate citationsMECH214ms0t$0.0000
09render slideMECH67ms0t$0.0000
TOTAL$0.0237
RATIO2 of 9 steps used a model

06 / Use Cases

Equity Research

Earnings, initiations, and thematic research.

Earnings previews, review notes, and initiation reports written against the analyst's own model, with every claim traced to source.

  • Earnings preview and review notes
  • Initiating coverage reports
  • Thematic and sector research
Private Equity

Memos built from data rooms and models.

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.

  • Investment memos and IC materials
  • Due diligence summaries
  • Portfolio company monitoring
Investment Banking

CIMs, pitch books, and industry overviews.

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.

  • Confidential Information Memoranda
  • Industry and sector overviews
  • Comparable company analysis
Credit Analysis

Credit memos tied to source documents.

Produce credit memos and risk assessments with every claim linked to covenant documents, financials, and rating agency reports.

  • Credit committee memos
  • Annual and quarterly reviews
  • Covenant compliance tracking

07 / Composition

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.

Common questions
What does the yAI platform produce?
Documents, slides, and tables. Research notes, coverage and sector reports, and investment memos. Pitch books, IC decks, and initiations of coverage. Catalyst, diligence, and CRM trackers. Each one is a workflow that produces the artifact directly, cited to source and written in the firm's voice.
Which data sources can yAI index?
FactSet, PitchBook, Capital IQ, SEC EDGAR, expert call transcripts, and the firm's SharePoint and Drive, indexed into a single corpus. Every answer carries citations at the passage, table-cell, and chart level.
How does yAI match our firm's slide template?
Upload the firm's master PPTX. yAI extracts layouts, brand colors, fonts, and chart styles, then writes decks against it. Charts, tables, and exhibits arrive native in the deck, formatted to the firm's standards and exportable straight to client.
What is an SOP runbook?
A structured template for one deliverable, an IC memo, a coverage initiation, or a CIM. Sections, prompts, output structure, and tone are codified once. Every run produces the same shape of document in the firm's voice, so the firm's standards travel with every analyst.
Can yAI run the same analysis across hundreds of companies?
Yes. Define the columns you need across a universe of companies, deals, or assets, and yAI runs the analysis in parallel across every entity. Each cell carries its citation, confidence, and source passage. Re-run on a schedule and the table flags what changed.
Where does the platform run, and is our data isolated?
yAI is self-hosted inside the firm's Azure or AWS tenant. Data stays inside the firm's perimeter, model endpoints run per tenant scoped to the firm's data, and customer data is never used for model training.
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