Product Features
Generate, Manage, Share Deal Documents
Transform your deal execution with our intuitive platform. AI-based tools designed to streamline the workflows of financial professionals.
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AI-Powered Productivity
Functionality for financial analysts & managing directors to better manage transaction workflows.
AI-Powered Productivity
Functionality for financial analysts & managing directors to better manage transaction workflows.
AI-Powered Productivity
Functionality for financial analysts & managing directors to better manage transaction workflows.
AI-Powered Productivity
Functionality for financial analysts & managing directors to better manage transaction workflows.
Secure Platform
Customer data is encrypted using the highest enterprise standards & managed in secure multi-tenent architecture.
Secure Platform
Customer data is encrypted using the highest enterprise standards & managed in secure multi-tenent architecture.
Secure Platform
Customer data is encrypted using the highest enterprise standards & managed in secure multi-tenent architecture.
Secure Platform
Customer data is encrypted using the highest enterprise standards & managed in secure multi-tenent architecture.
Next-Gen Data Room
Seamlessly manage multiple deals & dozens of documents within a single, intuitive platform.
Next-Gen Data Room
Seamlessly manage multiple deals & dozens of documents within a single, intuitive platform.
Next-Gen Data Room
Seamlessly manage multiple deals & dozens of documents within a single, intuitive platform.
Next-Gen Data Room
Seamlessly manage multiple deals & dozens of documents within a single, intuitive platform.
How it works
How it works
How it works
From Everyday Excel to Everyday Excellent.
From Everyday Excel to Everyday Excellent.
From Everyday Excel to Everyday Excellent.
From Everyday Excel to Everyday Excellent.
Finance professionals regularly endure cumbersome data clean-up prior to proper analysis. Why not skip straight to the good part?
Finance professionals regularly endure cumbersome data clean-up prior to proper analysis. Why not skip straight to the good part?
Finance professionals regularly endure cumbersome data clean-up prior to proper analysis. Why not skip straight to the good part?
Data Ingestion
No need for a lot of pre-formatting, our system can intelligently extract the relevant data from a simple upload.
AI Document Parsing
Finance data is intelligently mapped to standardized categories for easy analysis & comparison.
Data Validation
Automatically scan uploaded documents for data inconsistencies, manual input errors, and other human mistakes.
Generate Statements
Instantly create dynamically-linked, formula-driven financial statements in standard industry formats.
Chat-Based Search
Chat-Based Search
Chat-Based Search
Chat-Based Search
Chat with Private Documents
Chat with Private Documents
Chat with Private Documents
Natural Q&A interaction for quick, accurate information retrieval from lengthy corporate documents, including source citations.
Natural Q&A interaction for quick, accurate information retrieval from lengthy corporate documents, including source citations.
Natural Q&A interaction for quick, accurate information retrieval from lengthy corporate documents, including source citations.
Research Summaries
Research Summaries
Research Summaries
Research Summaries
Shortcut Lengthy Research & Writing
Shortcut Lengthy Research & Writing
Shortcut Lengthy Research & Writing
Rapidly produce Confidential Information Memoranda (CIMs) & Offering Memoranda (OM) based on public, private, & market data.
Rapidly produce Confidential Information Memoranda (CIMs) & Offering Memoranda (OM) based on public, private, & market data.
Rapidly produce Confidential Information Memoranda (CIMs) & Offering Memoranda (OM) based on public, private, & market data.
Next-Gen Data Room
Next-Gen Data Room
Next-Gen Data Room
Next-Gen Data Room
Deal Document Checklist
Deal Document Checklist
Deal Document Checklist
Ensure no crucial items are missed, keeping your investment data room fully populated & organized.
Ensure no crucial items are missed, keeping your investment data room fully populated & organized.
Ensure no crucial items are missed, keeping your investment data room fully populated & organized.
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Request Demo
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Frequently Asked Questions
Get to know our products & services
What is SocraticsAI?
Will my data be secure?
How do you provide support?
What is SocraticsAI?
Will my data be secure?
How do you provide support?
What is SocraticsAI?
Will my data be secure?
How do you provide support?
What is SocraticsAI?
Will my data be secure?
How do you provide support?
Let’s team up.
Schedule a demo today. We’re a collaborative bunch. Let’s discuss how we can help massively boost your team’s productivity.
Book Demo Now
Book Demo Now
Book Demo Now
Book Demo Now
What are you waiting for?
SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.
SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.
SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.
SocratiscAI builds AI financial modeling for private capital markets—investment banking, private equity, and more.