Build financial models, prepare presentations, find, structure and analyze information, and more with our solutions
AdvEngine centralizes research, modeling, portfolio insights, and more in one intelligent workspace—delivering the power of a full analytical team whenever you need it
Financial Modeling
Build comprehensive three-statement financial models with valuation and analysis layers (DCF, LBO, IRR, etc.) in minutes, using industry best practices
Information & Research
Conduct research across public, paywalled, and proprietary sources using simple descriptions or templates, and the agent will deliver analyzed and synthesized insights in the requested format
Reports, Memos and Presentations
Turn a task description into a polished deck or document—the agent gathers data, designs the outline and layouts, and drafts the content using multiple sources
Portfolio Management
Review your portfolio, flag key developments, and surface all relevant information in your preferred format for efficient monitoring
News Monitoring
Monitor news and set intelligent alerts with custom filters and advanced logic to capture what matters to your investment strategy and skip the noise
Trading & Transaction Comps
Get trading and transaction comps tailored to your situation, with metrics and selections cross-checked against relevant sources
Due Diligence
Review data rooms, identify inconsistencies, flag issues, and help draft comprehensive reports; manage buy-side or sell-side Q&A processes
Workflow Tools
Use essential workflow tools—intelligent chat to communicate, timeline builders, email distribution management, and other productivity utilities—to streamline your work
