卖什么
Agentic AI for buy-side firms
商业模式拆解
买家：谁掌握预算？
未核实Heads of research / portfolio managers / CIOs at asset managers and hedge funds (investment teams).
触发点：什么让他们现在购买？
Repetitive recurring analyst work such as quarterly valuation model refreshes, attribution reports and client servicing that otherwise needs more headcount.
工作流：什么输入变成什么输出？
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.
经济账：省了什么，怎么收费？
AI-as-a-service with forward-deployed engineers, enterprise priced on agreed outcomes; self-serve seat plans for data and AI tools.
渠道：怎么接触到客户？
Demo-led enterprise sales (book a demo, scope call, POC) plus a self-serve plan with 7-day free trial.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| — | YC 2022 冬季 | — | Y Combinator | ycombinator.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-12.