What it sells
AI Agents for precise document analysis
Business model breakdown
Buyer: who owns the budget?
UnverifiedAdvisor firm principals / operations or analyst leads.
Trigger: what makes them buy now?
UnverifiedManual extraction of data from client statements, trusts, tax returns and faxes slows proposals and onboarding.
Workflow: what inputs become what output?
Drop in brokerage, 401k, IRA, private asset, tax, estate and insurance documents; AI agent extracts data, aggregates external assets and builds proposals; API available.
Economics: what it saves and how it charges
Software subscription; claims 99%+ accuracy and 95% cut in data extraction/entry time.
Distribution: how it reaches customers
Demo-led sales (Book Demo) and sign-up for the Playbook AI platform; API integrations.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2024 | — | 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.