AnswerGrid provides firm‑specific AI agents that generate client‑ready documents—such as proposals, pitchbooks, and market assessments—by leveraging a company’s own knowledge base, templates, and style guides. Integrated as add‑ins for Microsoft PowerPoint, Word, and Excel, the agents enable real‑time content creation and last‑mile edits within familiar tools while ensuring data never leaves the firm through on‑premise or private‑cloud deployment with SOC 2 Type II compliance.
Funding
$500K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Consulting and advisory teams spend extensive time drafting proposals, pitchbooks, and market assessments, which slows deal cycles and reduces time for high‑value analysis. Additionally, using generic AI tools raises concerns about data security and compliance, limiting adoption in regulated financial services.
Solution
AnswerGrid (Kenley) provides firm‑specific AI agents that generate client‑ready materials by leveraging a company’s own knowledge base, document templates, and style guides. The agents operate within Microsoft Office applications via add‑ins for PowerPoint, Word, and Excel, enabling rapid last‑mile edits without leaving the productivity suite. All processing occurs on the client’s infrastructure with strict data governance, SOC 2 Type II compliance, and granular access controls, ensuring that proprietary information never leaves the firm. The platform also offers white‑glove implementation to align the agents with each firm’s unique processes, allowing consultants to focus on insight and client impact rather than manual document creation.
Target Audience
Primary customers are consulting firms, advisory boutiques, and investment banks that require fast, high‑quality document production while maintaining strict data security and compliance.
Features
- Custom AI agents trained on the firm’s internal knowledge graph, templates, and style guidelines
- Office add‑ins for PowerPoint, Word, and Excel that deliver real‑time content generation and iteration within familiar tools
- Secure, on‑premise or private‑cloud deployment with no external data storage and SOC 2 Type II compliance
- Role‑based access controls and audit logs for robust data governance
- White‑glove onboarding and workflow integration to codify firm‑specific processes
- Support for strategy consulting, life‑sciences advisory, and investment banking use cases such as proposal drafting and pitchbook creation