Product Features

Product Features

Product Features

Product Features

Generate, Manage, Share Deal Documents

Generate, Manage, Share Deal Documents

Generate, Manage, Share Deal Documents

Generate, Manage, Share Deal Documents

Transform your deal execution with our intuitive platform. AI-based tools designed to streamline the workflows of financial professionals.

Transform your deal execution with our intuitive platform. AI-based tools designed to streamline the workflows of financial professionals.

Transform your deal execution with our intuitive platform. AI-based tools designed to streamline the workflows of financial professionals.

Transform your deal execution with our intuitive platform. AI-based tools designed to streamline the workflows of financial professionals.

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.

Ensure no crucial items are missed, keeping your investment data room fully populated & organized.

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?

Deal Execution Reimagined.

Palo Alto, CA, USA

© 2024 Artificial Mind, Inc.

Deal Execution Reimagined.

Palo Alto, CA, USA

© 2024 Artificial Mind, Inc.

Deal Execution Reimagined.

Palo Alto, CA, USA

© 2024 Artificial Mind, Inc.

Deal Execution Reimagined.

Palo Alto, CA, USA

© 2024 Artificial Mind, Inc.