ProSights

About ProSights

ProSights is an AI-native workflow automation platform designed for financial institutions, utilizing proprietary industry-specific tagging and advanced retrieval algorithms to enhance information access and streamline complex financial processes. The platform automates tasks such as document tracking, qualitative output generation, and data extraction, significantly reducing the time required for critical financial workflows.

```xml <problem> Financial institutions face challenges in efficiently accessing and utilizing vast amounts of information, leading to time-consuming manual processes and hindering timely decision-making. Existing methods often lack industry-specific context and secure cross-platform search capabilities, making it difficult to extract relevant insights from disparate data sources. </problem> <solution> ProSights offers an AI-powered workflow automation platform tailored for financial institutions, streamlining complex processes and enhancing information access. The platform utilizes proprietary, finance-specific tagging and advanced retrieval algorithms to deliver precise insights. It automates tasks such as document tracking, qualitative output generation, and data extraction, significantly reducing the time required for critical financial workflows. ProSights also provides secure cross-platform search functionality, enabling users to retrieve information from various sources while maintaining data security and compliance. </solution> <features> - AI-powered search and retrieval algorithms tailored for the finance industry - Pre-built templates for automating qualitative outputs such as business overviews and expert call summaries - Customizable templates that adapt to user-defined examples and input data - General finance automations, including PDF to PPT conversion, logo finding, and NDA reviewing - Robust version control and metadata tracking for document management - Direct links to original source documents for quick verification - Secure cross-platform search functionality across file drives, communication platforms, and CRM systems - Granular role-based access controls to protect sensitive information - Flexible deployment options, including on-premise, cloud, and hybrid solutions - SOC II compliance with data encryption in transit (TLS 1.2) and at rest (AES-256) </features> <target_audience> ProSights targets professionals in private equity, hedge funds, venture capital, investment banking, asset management, and equity research who need to automate complex financial workflows and improve information access. </target_audience> ```

What does ProSights do?

ProSights is an AI-native workflow automation platform designed for financial institutions, utilizing proprietary industry-specific tagging and advanced retrieval algorithms to enhance information access and streamline complex financial processes. The platform automates tasks such as document tracking, qualitative output generation, and data extraction, significantly reducing the time required for critical financial workflows.

Where is ProSights located?

ProSights is based in East New York, United States.

When was ProSights founded?

ProSights was founded in 2023.

How much funding has ProSights raised?

ProSights has raised 2700000.

Who founded ProSights?

ProSights was founded by Justin Wu.

  • Justin Wu - Co-Founder
Location
East New York, United States
Founded
2023
Funding
2700000
Employees
6 employees
Major Investors
Y Combinator, Kulveer Taggar, Amino Capital, 10 BOND, GETTY
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ProSights

Score: 87/100
AI-Generated Company Overview (experimental) – could contain errors

Executive Summary

ProSights is an AI-native workflow automation platform designed for financial institutions, utilizing proprietary industry-specific tagging and advanced retrieval algorithms to enhance information access and streamline complex financial processes. The platform automates tasks such as document tracking, qualitative output generation, and data extraction, significantly reducing the time required for critical financial workflows.

prosights.co1K+
Founded 2023East New York, United States

Funding

$

Estimated Funding

$2.7M+

Major Investors

Y Combinator, Kulveer Taggar, Amino Capital, 10 BOND, GETTY

Team (5+)

Justin Wu

Co-Founder

Joseph Nam

CTO

Company Description

Problem

Financial institutions face challenges in efficiently accessing and utilizing vast amounts of information, leading to time-consuming manual processes and hindering timely decision-making. Existing methods often lack industry-specific context and secure cross-platform search capabilities, making it difficult to extract relevant insights from disparate data sources.

Solution

ProSights offers an AI-powered workflow automation platform tailored for financial institutions, streamlining complex processes and enhancing information access. The platform utilizes proprietary, finance-specific tagging and advanced retrieval algorithms to deliver precise insights. It automates tasks such as document tracking, qualitative output generation, and data extraction, significantly reducing the time required for critical financial workflows. ProSights also provides secure cross-platform search functionality, enabling users to retrieve information from various sources while maintaining data security and compliance.

Features

AI-powered search and retrieval algorithms tailored for the finance industry

Pre-built templates for automating qualitative outputs such as business overviews and expert call summaries

Customizable templates that adapt to user-defined examples and input data

General finance automations, including PDF to PPT conversion, logo finding, and NDA reviewing

Robust version control and metadata tracking for document management

Direct links to original source documents for quick verification

Secure cross-platform search functionality across file drives, communication platforms, and CRM systems

Granular role-based access controls to protect sensitive information

Flexible deployment options, including on-premise, cloud, and hybrid solutions

SOC II compliance with data encryption in transit (TLS 1.2) and at rest (AES-256)

Target Audience

ProSights targets professionals in private equity, hedge funds, venture capital, investment banking, asset management, and equity research who need to automate complex financial workflows and improve information access.