What kind of documents does Decisional AI support?

Decisional AI accepts a wide variety of formats including Excel (.xlsx), PowerPoint (.ppt), Word (.docx), and PDFs.

How does the tool ensure accuracy in financial reporting?

The tool uses a 'Knowledge Engine' approach where every answer is grounded in your specific data sources. It includes in-line citations that link back to the original source to prevent hallucinations.

Can it integrate with my firm's existing storage?

Yes, it features native integrations with major enterprise storage solutions like SharePoint, OneDrive, Google Drive, Dropbox, and Airtable.

What financial sectors is Decisional built for?

It is purpose-built for Private Equity, Venture Capital, Hedge Funds, Private Credit, Insurance, and Commercial Real Estate.

Does Decisional AI have an API?

Yes, Decisional provides enterprise-grade APIs that allow firms to embed the AI agent's capabilities directly into their own internal stacks and applications.

Can it compare private data with public market data?

Yes, it can enrich internal data by accessing public sources like SEC filings (10Ks, 10Qs) and data providers like Crunchbase or Pitchbook for comprehensive benchmarking.

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Financial analysis

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Decisional AI

AI agent for financial services that crafts deep analysis memos and magic tables from internal data sources like SharePoint and Excel, purpose-built for private markets and investment firms.

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3 months ago

Listed

Financial analysis

Investment Research

Private Equity

Venture Capital

Portfolio Monitoring

AI Agent

Financial Reporting

Data Extraction

Enterprise AI

Tool information

Provider

Decisional

Platforms

Web

Languages

English

API Available

Yes

Added to directory

3 months ago

Last updated

about 2 months ago

Rating

Not available

Pricing

Contact

About Decisional AI

What the tool does and who it's for

Decisional AI is a purpose-built AI agent designed for private markets and financial service firms to automate deep financial workflows. It functions as an intelligent layer that integrates with internal data sources—such as SharePoint, OneDrive, and Dropbox—to perform qualitative and quantitative analysis. The platform specializes in generating long-form financial analysis memos with in-line citations and building 'Magic Tables' for portfolio monitoring. By leveraging enterprise-grade APIs and fine-tuned models, it identifies conflicting data across sources and extracts key metrics (like Revenue, CAC, and R&D expenses) with high precision, significantly reducing the manual overhead for Private Equity, Venture Capital, and Hedge Fund professionals.

Key capabilities

Knowledge Engines: Create collections of data sources for grounded, hallucination-free AI reasoning.

Memo Generation: Automate the writing of narrative-driven, rich-formatted financial memos with citations.

Magic Tables: Extract and model metrics into AI spreadsheets with nearly 100% accuracy.

Multi-Source Integration: Connects with SharePoint, OneDrive, Google Drive, Airtable, and Dropbox.

Deep Search: Search across up to 50,000 internal documents including PDFs, Excel, and Word files.

Quantitative Analysis: Visualize time-series data and dive deep into metrics like Gross Margin and CAC.

Data Enrichment: Access and compare data from public sources like SEC filings, Pitchbook, and Crunchbase.

Enterprise APIs: Embed the Decisional AI agent directly into existing corporate tech stacks.

Pricing

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