Frequently Asked Questions
Find answers to common questions. See also agent specific FAQs in respective agent pages
General Questions
What is AdvEngine?
AdvEngine is an AI-powered solution that provides specialized agents designed to help investment professionals save time and improve decision-making. Our agents handle routine tasks like financial modeling, information gathering, and analysis
How do AI agents work?
Our AI agents are specialized tools that can perform specific tasks. They use advanced foundational AI models and access to vast array of financial and non-financial data to build financial models, gather information, and provide analysis. While they do significant work, they may not always produce the final result and outputs should be reviewed by humans before making any decision
What agents are currently available?
Currently, we offer access to two agents: Financial Modelling and Information & Research. Additional agents are in development and will be released soon
Security & Privacy
How do you protect my data?
We maintain high security standards and do not train on your proprietary data. Your information is processed securely and is not used to improve our models. We implement industry-standard encryption and security measures to protect your data
Are you certified for security and privacy standards?
We are currently in the process of obtaining industry-recognized security and privacy certifications. Our goal is to meet or exceed the standards required by leading investment and financial organizations. We will update our users as certifications are achieved
What data do you collect?
We collect minimal data necessary to provide our services. This includes account information and usage data to improve our solution. We do not store or use your proprietary financial data for training purposes
Is my data shared with third parties?
We only share the minimum information required for processing with reputable service providers (such as cloud infrastructure providers) who are contractually committed to keeping your data secure and private. Your proprietary data is not shared with third parties for any other purpose.
Pricing & Plans
How much does AdvEngine cost?
Pricing varies based on your needs and usage. We offer flexible plans for different types of users. Contact us for a personalized quote based on your requirements
Do you offer free trials?
Yes, we offer free trials and demos to help you understand how our agents can benefit your workflow
Can I cancel my subscription?
Yes, you can cancel your subscription at any time. Subscription will be cancelled at the end of the relevant billing period
Where can I find more information about pricing?
For detailed information on our pricing, available plans, and additional Q&A about billing, please visit our Pricing page. You'll find answers to common questions and can contact us directly for a personalized quote or further clarification
Technical Questions
What systems do you integrate with?
Our agents work with various financial data sources and platforms. We're continuously expanding our integrations to support more use cases
How accurate are the AI agents?
Our agents are designed to provide high accuracy and leverage a number of proprietary techniques to achieve this. However, as with any AI product at the current state of technology, outputs should always be reviewed by humans
Do you provide support and training?
Absolutely. We offer robust support, training, and clear documentation to ensure you get the most value from our platform. Our team is here to help with onboarding and ongoing assistance. For B2B clients, we provide dedicated training sessions and priority support. For individual (B2C) users, we offer easy-to-follow online video and text guides, detailed documentation, and step-by-step tutorials to help you succeed
Use Cases & Applications
Who can benefit from AdvEngine?
AdvEngine serves investment professionals across hedge funds, private equity firms, venture capital, investment banks, corporate development teams, and treasury departments. We extend this same power to individual investors—AI has eliminated the barriers that once made institutional-grade analysis impossible for retail investors
What types of tasks can the agents handle?
Our agents can assist with building comprehensive financial models (including DCF, LBO, IRR, and more), gathering and structuring information from public and proprietary sources, risk assessment, due diligence support, report/presentation/memorandum generation, and other analytical tasks. They are designed to enhance and accelerate your workflow, while keeping you in full control of all key decisions and inputs
Can I customize the agents for my specific needs?
Yes, we offer customization options to tailor our agents to your specific workflows and requirements. Contact us to discuss your specific needs