WithAI develops an AI-native workspace designed to streamline investment workflows and enhance decision‑making for financial professionals. The platform integrates generative AI tools that automate data analysis, generate research reports, and facilitate collaborative strategy building, allowing investors to work more efficiently within a single environment. Revenue is generated through subscription licensing of the workspace to individual investors and institutional firms.
Funding
Funding not disclosed
Founders
Product
Problem
Investment analysts spend extensive time manually gathering market data, building scenario models, and compiling reports, which reduces productivity and introduces inconsistencies across research teams. These manual processes also limit the speed at which firms can evaluate new opportunities or respond to market changes.
Solution
WithAI Research offers an AI-native workspace that embeds generative‑AI capabilities directly into the daily workflow of financial professionals. The platform automatically pulls data from market feeds, internal databases, and third‑party APIs, then uses large language models to generate scenario analyses and draft research reports. Users can interact with AI assistants via natural‑language prompts to refine assumptions, explore alternative outcomes, and produce client‑ready deliverables in minutes. All outputs are version‑controlled and stored in a collaborative environment that supports role‑based access and audit trails, enabling firms to standardize methodology while accelerating decision‑making.
Target Audience
Primary customers are research analysts, portfolio managers, and risk teams at hedge funds, asset‑management firms, and investment banks that require fast, data‑driven analysis at scale.
Features
- Automated data ingestion engine that normalizes feeds from Bloomberg, Refinitiv, and proprietary data sources using AI‑driven entity extraction
- Generative‑AI scenario builder that creates multi‑factor financial models from natural‑language inputs and updates them in real time
- AI‑assisted report composer that drafts investment memos, valuation tables, and risk assessments with customizable templates
- Collaborative workspace with threaded comments, change tracking, and role‑based permissions for analysts, portfolio managers, and compliance officers
- Secure, cloud‑native architecture with end‑to‑end encryption, SOC 2 compliance, and audit‑ready logging
- Open API and SDK for seamless integration with existing portfolio management systems, data warehouses, and BI tools
- Customizable dashboards that surface AI‑generated insights, model sensitivities, and performance metrics in a single view