AI Designed to Make Deal Teams Extraordinarily Productive

Promenade AI is an advanced artificial intelligence platform specifically purpose-built for financial deal teams, including those in Private Equity, Investment Banking, Venture Capital, and Family Offices. It's designed to streamline your investment workflows and dramatically accelerate tasks like market research, due diligence, and deal preparation by providing secure, instant, and verified insights.

Promenade AI replaces fragmented processes with speed and confidence. It automates and standardizes workflows, allowing your team to focus on strategy rather than manual tasks. This is achieved by:

• Instantly drafting investment memorandums and other critical deal documents.
• Automating data gathering from various sources.
• Rapidly executing financial analysis, modeling, and valuations.
• Providing a Q&A Deal Assistant that answers queries based on your deal data.
• Automating due diligence checklists with verifiable responses.

Absolutely. Promenade AI is engineered with enterprise-grade security and compliance at its core. Key security features include:

• Certifications: SOC2 and ISO-certified security framework.
• Deployment Options: Flexible and secure deployment options including SaaS, Private Cloud, Hybrid, or fully On-Premise to ensure your data remains under your control.
• Data Isolation: Strict data isolation practices, with each user's data strictly separated and inaccessible by third parties.
• Zero-Trust Security Model: Adherence to principles of least privilege, just-in-time access management, and strong authentication protocols.
• Data Non-Learning Policy: Customer data is never used for model training or updates.
• Encryption: Data is protected with encryption at rest and in transit (AES-256).

Promenade AI is tailored specifically for financial deal teams. Unlike generic tools, it focuses on:

• Verifiable Insights: Every answer is sourced and cited for full confidence, leveraging Retrieval-Augmented Generation (RAG) technology to minimize hallucinations and ensure outputs are grounded and reliable. It has achieved a RAGAS score of 6+ and is TTA certified.
• Purpose-Built Workflows: Features like the IM generator, checklist automation, and financial modeling AI assist are designed to solve real bottlenecks in deal workflows.
• Seamless Integration: Connects with essential financial data sources like Capital IQ, PitchBook, Excel, and internal databases.
• Deep Security for Finance: Addresses the stringent security demands of the financial industry with multiple deployment options and robust data protection protocols.

Promenade AI can transform various aspects of your workflow:

• Research & Due Diligence: Instantly surface insights from internal files, databases, and market reports. Auto-generate responses to due diligence checklists and create custom DD frameworks.
• Document Creation: Automatically draft Investment Memorandums (IMs), IC memos tailored to your fund's format, Confidential Information Memorandums (CIMs), and pitch books. For Venture Capital, it auto-generates IC memos with TAM analysis, market comps, and founder bios.
• Financial Analysis & Modeling: Run live financial models, cohort analyses, and valuations. It offers Al-powered support for valuation tasks like instant ratio analysis, peer comps, and DCFs, LBO and valuation acceleration, and Cap Table analysis for VC.
• Collaboration & Knowledge Management: Securely share critical insights with colleagues and turn your portfolio insights into internal benchmarks. The Q&A Deal Assistant answers team and client queries instantly.