Manage institutional knowledge and automate work like never before

Enterprise AI for Financial Services

Chat, search, and track all of your firm's data instantly.
Automate and customize financial workflows with ease.
State-of-the-art data security protocols engineered specifically for financial institutions.
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Built by ex-private equity professionals and AI / cybersecurity experts:
Trusted by leading finance institutions:
Private Equity
Hedge Fund
Venture Capital
Investment Banking
Asset Management
Equity Research

AI-powered knowledge platform

Purpose-Built for Financial Institutions

Proprietary industry-specific tagging and advanced retrieval algorithms, enhancing investor-tailored insights.

Unparalleled Document Tracking

Robust version control and metadata tracking to ensure  access to most current and authoritative information.

Emphasis on Data Citations

Direct link citations to original source documents, enabling quick verification.

Enabling a safer AI ecosystem for highly sensitive investment firm data.

Compliant and Secure
We prioritize stringent compliance and security measures to ensure your data is stored and safeguarded with the utmost care and precision.
Purpose built for sensitive financial data
Everything stays in your VPC. Nothing leaves.
Leading enterprise security with continuous monitoring
Data Encryption

Our platform uses highest-grade AES-256 encryption to protect your data both in transit and at rest, with authentication requests for optimal security.

Versatile Deployment

Our flexible architecture supports on-premise, cloud, and hybrid solutions, allowing you to optimize security, accessibility, and cost-effectiveness.

Data Integrity

We never train our AI on client data, preserving your proprietary information and competitive edge.

Secure Access Controls

Customizable role-based access controls ensure team members only interact with data relevant to their roles.

Security Certifications

ProSights is SOC II compliant. Visit our trust center for more information on our controls and procedures.

Unified intelligence across your entire digital ecosystem

Experience the power of truly unified information access, without compromising on data security or compliance.
File drives
File type
Communication
CRM
Secure cross-platform search

Information retrieval with secure cross-platform search functionality regardless of where your data resides.

Granular role-based access controls

Granular access controls ensures that sensitive information remains protected throughout the search process

We meet all of your data infrastructure and security requirements.

Self-hosted VPC
Full control over data and infrastructure
All data stays within your VPC
Ideal for orgs with existing IT infrastructure
Private Cloud as a Service
Dedicated single tenant cloud infrastructure
All data remains within VPC
Ideal for middle market / LMM firms
Custom On-Premise Solution
Maximum data sovereignty and control
Data remains entirely on-prem 
Ideal for highly regulated orgs without cloud presence

Frequently Asked Questions

What makes ProSights different from other AI platforms?

ProSights is purpose-built for investors, featuring proprietary industry-specific tagging, advanced retrieval algorithms, and seamless integration with investment workflows.

How secure is ProSights?

ProSights maintains the highest industry security standards. All data is encrypted in transit (TLS 1.2). Data at rest is encrypted at rest (AES-256), and strict role-based access controls are used to limit who can access data. Please visit our Security page for more details.

How does ProSights use my data?

ProSights does not train on any user data, and our entire platform can be deployed within your VPC, so that all the data remains in the confines of your infrastructure and never leaves. We also have zero data retention agreements with closed-source model providers.

How does ProSights validate data accuracy?

ProSights uses real-time API queries from connected data sources to retrieve data and generate answers. Responses are always based on the latest real-time data pulls from the integrations, helping to ensure accurate and relevant results.

How does ProSights manage access and ensure users only see files that they are meant to see?

ProSights leverages role-based access controls to ensure users inherit the same document access permissions as the parent integration, meaning they will only be able to search data they already have access to.

Ready to start with ProSights?

ProSights is purpose-built for investors, featuring proprietary industry-specific tagging, advanced retrieval algorithms, and seamless integration with investment workflows.
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