Onnix AI provides an LLM‑powered SaaS co‑pilot that automates slide‑deck creation, Excel‑based analytics, and data‑source queries for investment banking teams. The platform connects to FactSet, Capital IQ and other data feeds, generates models and presentations via natural‑language prompts, and maintains audit‑ready provenance with role‑based security.
Funding
Funding not disclosed
Founders
Product
Problem
Banking analysts and deal teams spend a large portion of their workflow manually assembling slide decks, performing ad‑hoc Excel calculations, and extracting data from subscription providers such as FactSet and Capital IQ. These repetitive tasks delay client deliverables and reduce time available for strategic analysis. Fragmented tools also increase the risk of inconsistent data provenance and formatting errors.
Solution
Onnix AI delivers an LLM‑driven co‑pilot that sits alongside existing financial data platforms and automates three core banking workflows: slide‑deck generation, Excel‑based analytics, and data‑source querying. By ingesting historical presentations, the system can draft customized decks that reflect senior‑partner preferences and allow rapid iteration through natural‑language prompts. The no‑code analytics engine creates, updates, and runs Excel models while directly pulling structured data from FactSet, Capital IQ, or other licensed feeds, preserving calculation traceability. For ad‑hoc queries, Onnix accesses linked data providers, returns answers with source citations, and can dispatch results via email or collaboration tools. The platform is delivered as a secure SaaS solution with role‑based access controls, audit logging, and enterprise‑grade encryption, enabling banks to accelerate deliverables without compromising data governance.
Target Audience
Primary users are investment banking analysts, associates, and senior deal‑team members who require fast, accurate presentation and analytical outputs, as well as corporate finance groups within large financial institutions seeking to streamline data‑driven workflows.
Features
- LLM‑powered slide‑deck authoring that learns from legacy presentations and adapts to managing director style guidelines
- Interactive, prompt‑driven Excel engine that generates formulas, pivot tables, and scenario analyses without manual coding
- Native connectors to FactSet, Capital IQ, and custom data APIs, ensuring real‑time data retrieval and provenance tracking
- Contextual query interface that returns answers with traceable source references and supports export to email or Slack‑compatible messengers
- Role‑based permission model and end‑to‑end encryption to meet financial institution compliance standards
- Versioned output management allowing users to revert, compare, and comment on deck or model revisions
- SaaS deployment with single sign‑on (SSO) integration and audit logs for regulatory reporting