What it sells
Agentic AI for buy-side firms
Business model breakdown
Buyer: who owns the budget?
UnverifiedHeads of research / portfolio managers / CIOs at asset managers and hedge funds (investment teams).
Trigger: what makes them buy now?
Repetitive recurring analyst work such as quarterly valuation model refreshes, attribution reports and client servicing that otherwise needs more headcount.
Workflow: what inputs become what output?
Scope one repeated workflow on a call, forward-deployed engineers embed in the client VPC and templates, POC in days, delivery in weeks; agents pull filings and transcripts, update Excel model drivers, flag changes and queue the decision for the PM.
Economics: what it saves and how it charges
AI-as-a-service with forward-deployed engineers, enterprise priced on agreed outcomes; self-serve seat plans for data and AI tools.
Distribution: how it reaches customers
Demo-led enterprise sales (book a demo, scope call, POC) plus a self-serve plan with 7-day free trial.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2022 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.