BI & Insights Agent
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AI Agent
Research Agent
AI-native research for due diligence, M&A, financial analysis, and deal intelligence — powered by market data, filings, proprietary sources, and internal know-how.
Deep research that turns data into deal intelligence
Research Agent automates the heavy lifting behind due diligence, market research, and financial analysis. It connects public and proprietary sources, structures complex information, finds comparable deals, identifies strategic buyers, and surfaces the insights teams need to make faster, higher-value decisions.
Deep market & deal research
Research Agent aggregates market data, filings, financial news, internal notes, and proprietary knowledge into one intelligent research workflow. It extracts and structures relevant information from real-time web content and trusted data sources, helping teams move from scattered data to actionable insights faster.
Advanced financial analysis & benchmarking
Run complex financial analyses for credit decisions, balance sheet reviews, valuations, and benchmarking. Research Agent supports advanced logic for financial models, comparison frameworks, and sector-specific analysis — combining external datasets with your company’s internal expertise.
Buyer discovery & due diligence automation
Surface hidden buyers, identify similar transactions, and analyze acquisition behavior, sector fit, strategic synergies, company size, market cap, and other key deal signals. Research Agent helps automate manual due diligence tasks and gives M&A teams a clearer view of opportunities, risks, and valuation drivers.
Frequently asked questions
Find quick answers to our most common inquiries regarding our research agent. If you can’t find what you’re looking for, our support team is always ready to help.
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