卖什么
The AI for Financial Services.
商业模式拆解
买家：谁掌握预算？
未核实Heads of investment banking / deal teams and firm-level technology or innovation leads (enterprise procurement).
工作流：什么输入变成什么输出？
AI finance agent working inside Excel, PowerPoint, Outlook or its own app, connected to internal and external data, producing client-ready decks, grids, document reviews and meeting notes with citable outputs.
经济账：省了什么，怎么收费？
Enterprise software with forward-deployed experts; value claims are faster pitch turnaround and hours saved per pitch (investment banking page).
渠道：怎么接触到客户？
Demo-led enterprise sales with forward-deployed industry experts; ISO 27001, SOC 2 Type II, GDPR positioning.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| — | YC 2024 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.