卖什么
AI Agents for Advisory & Financial Services.
商业模式拆解
买家：谁掌握预算？
Partners and practice leads at strategy consulting, life sciences advisory and investment banking firms.
触发点：什么让他们现在购买？
Proposal drafting, market assessments and pitchbook creation are repetitive and slow.
工作流：什么输入变成什么输出？
Codify firm processes as reusable agent workflows, generate client-ready materials from firm knowledge and templates, refine with PowerPoint/Word/Excel add-ins.
渠道：怎么接触到客户？
Demo-led enterprise sales with white-glove implementation.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| — | YC 2024 夏季 | — | 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.