AI for IB firms (and analysts!). Shameless ask to roast me.

Been working on Enterprise AI for IB for the past 3 months. After exhausting my former colleagues' network for product feedback, I’m now shamelessly reaching out here to anyone interested.

What's in it for you is that you’ll get a one-month free trial (priced at $30/month) of our upcoming B2C plan, designed to automate tasks that don’t involve sensitive information:

  • Extract tables from PDFs to Excel: Automatically extract financial and operating figures from PDFs. No more manual copy-pasting, formatting fixes, or decimal errors. Extracted pages will be embedded in Excel for easy verification
  • Strip Profiles: Input a company name and upload an investor list with the required attributes. Receive a PPT with transparent company logos, HQ country flags, and investor details filled in automatically
  • Company Profiles: Input a company name and upload any supporting files (non-confidential). Receive a fully formatted ppt with an Excel backup

All I ask is 30 minutes of your time—just a quick chat where I ask some random questions, show off a demo, and let you roast me.

DM me or drop the comments, will reach out!

2 Comments
 

That sounds awesome! I’m curious—how does your AI handle images in uploaded documents? For example, if a PDF contains charts or diagrams, does their quality remain intact after processing? I work with web optimization, and image quality is a crucial topic for me.

 

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