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Five Workflows. One Platform.

Synthetic Search

Ask any complex question and instantly receive precisely sourced, investment committee-ready answers.

Company strategy
Business models
Products and solutions
Financials
Employee trends
Go-to-market strategy
Digital Presence
Fundraising

Example: “What are the normalized EBITDA margins across our SaaS portfolio, and how do they compare to public market benchmarks?”

Leverage our advanced knowledge management system to intelligently index and reference all internal and external documents for highly accurate insights.

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Automated Investment & Info Memos Generation

Draft the bulk of your Investment Memorandums, Company Profiles, or Due Diligence Summaries in just minutes.

Company strategy
Business models
Products and solutions
Financials
Employee trends
Go-to-market strategy
Digital Presence
Fundraising

All generated outputs are fully editable, perfectly align with your firm's custom formats, and include verifiable, reference-backed citations.

Trigger intelligent workflows to rapidly produce comprehensive documents, significantly speeding up your entire deal preparation process.

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Financial Modeling Assist

Upload your Excel models; our AI will explain complex logic, suggest relevant comparable companies, and auto-generate detailed sensitivity tables.

Company strategy
Business models
Products and solutions
Financials
Employee trends
Go-to-market strategy
Digital Presence
Fundraising

Every change is meticulously tracked, ensuring original data is never overwritten and you always retain complete control over your analysis.

Instantly visualize critical insights from your financial data and seamlessly export results directly into Excel for further in-depth analysis.

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Due Diligence Checklist Automation

Automatically generate precise and verifiable responses to your detailed due diligence checklists, complete with fully sourced answers.

Company strategy
Business models
Products and solutions
Financials
Employee trends
Go-to-market strategy
Digital Presence
Fundraising

Dramatically accelerate your entire diligence process, ensuring unparalleled accuracy and consistency across all inquiries.

Rapidly populate comprehensive answers for investor questionnaires or RFPs, saving countless hours of manual effort while maintaining compliance.

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Secure Data Rooms / Workspaces

Establish secure, isolated workspaces for each deal or project, guaranteeing complete confidentiality and strict data segregation.

Company strategy
Business models
Products and solutions
Financials
Employee trends
Go-to-market strategy
Digital Presence
Fundraising

Collaborate seamlessly with colleagues and external partners within a controlled environment, managed by robust access controls and team permissions.

Track all user activity with comprehensive audit logs, ensuring full compliance with your institutional policies and internal security standards.

Product Tab Image

Ask any complex question and instantly receive precisely sourced, investment committee-ready answers.

Company strategy
Business models
Products and solutions
Financials
Employee trends
Go-to-market strategy
Digital Presence
Fundraising

Example: “What are the normalized EBITDA margins across our SaaS portfolio, and how do they compare to public market benchmarks?”

Leverage our advanced knowledge management system to intelligently index and reference all internal and external documents for highly accurate insights.

Product Tab Image

Draft the bulk of your Investment Memorandums, Company Profiles, or Due Diligence Summaries in just minutes.

Company strategy
Business models
Products and solutions
Financials
Employee trends
Go-to-market strategy
Digital Presence
Fundraising

All generated outputs are fully editable, perfectly align with your firm's custom formats, and include verifiable, reference-backed citations.

Trigger intelligent workflows to rapidly produce comprehensive documents, significantly speeding up your entire deal preparation process.

Product Tab Image

Upload your Excel models; our AI will explain complex logic, suggest relevant comparable companies, and auto-generate detailed sensitivity tables.

Company strategy
Business models
Products and solutions
Financials
Employee trends
Go-to-market strategy
Digital Presence
Fundraising

Every change is meticulously tracked, ensuring original data is never overwritten and you always retain complete control over your analysis.

Instantly visualize critical insights from your financial data and seamlessly export results directly into Excel for further in-depth analysis.

Product Tab Image

Automatically generate precise and verifiable responses to your detailed due diligence checklists, complete with fully sourced answers.

Company strategy
Business models
Products and solutions
Financials
Employee trends
Go-to-market strategy
Digital Presence
Fundraising

Dramatically accelerate your entire diligence process, ensuring unparalleled accuracy and consistency across all inquiries.

Rapidly populate comprehensive answers for investor questionnaires or RFPs, saving countless hours of manual effort while maintaining compliance.

Product Tab Image

Establish secure, isolated workspaces for each deal or project, guaranteeing complete confidentiality and strict data segregation.

Company strategy
Business models
Products and solutions
Financials
Employee trends
Go-to-market strategy
Digital Presence
Fundraising

Collaborate seamlessly with colleagues and external partners within a controlled environment, managed by robust access controls and team permissions.

Track all user activity with comprehensive audit logs, ensuring full compliance with your institutional policies and internal security standards.

Product Tab Image

Our Technology

AI that Returns Answers based on Facts and References

We offer the flexibility to meet your firm’s unique needs

You can choose from SaaS, Private Cloud, Hybrid or On-Premise options

Private Cloud

Private Cloud

Enhanced Security & Isolation (vs. Public SaaS): Single-tenant
environment significantly reduces risks associated
with multi-tenancy.

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SaaS

SaaS

Rapid Deployment & Scalability: Easiest and fastest for you to deploy, update, and scale.

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Hybrid Deployment

Hybrid Deployment

Balanced Security: Can 4 offer a good compromise. Core sensitive data might not leave the your direct control in its raw form.

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On-Premise

On-Premise

Maximum Security & Control: You maintain full control over your data, infrastructure, and
security environment. Data never leaves your premises.

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Compare Promenade vs General AI Tools

Why Promenade Beats Generic AI in Finance

Promenade AiGeneric LLM
Source-backed answersTable IconYesTable IconNo
Excel-native logic supportTable IconUnderstands modelsTable IconText-Only Limitations
Internal File IntegrationTable IconGoogle Drive, Box, EmailTable IconNot supported
Deployment controlTable IconFull FlexibilityTable IconCloud-only
Audit/compliance readyTable IconYesTable IconNo visibility or logs

Enterprise-Grade Security & Compliance

Promenade is engineered specifically for the stringent security demands of Financial Institutions

  • SOC2 and ISO-certified security framework

  • Flexible deployment tailored to your needs: SaaS, Private Cloud, Hybrid, or fully On-Premise

  • Rigorous data isolation and a Zero-Trust security model, ensuring compliance with firm-specific regulatory and audit requirements

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Isolated Work Environments
Complete Data Encryption
Top-Tier Cloud Security for Businesses
Secure Compliance Icon
Safeguarding Your Internal Information
Client Data Never Retained on Our Servers
Data Excluded from AI Model Training
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Confidentiality of Information
Segregated Data Flows
Restricted Access Control

Success Stories

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Working on investment memorandums (IMs) is a time-consuming and tedious task. Promenade is the platform that will set your team free from this burden, streamlining research, synthesis, and slide writing with AI-powered efficiency. I highly recommend finance professionals to start their work with Promenade—it’s a game-changer in productivity and decision-making.

Managing Director

Private Equity
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Promenade AI is the leading tool on the market that helps investment professionals maximize their time 10x.

Director

Financial Services
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It is the only tool on the market that truly does the heavy lifting of research synthesis, analysis, and report production.

Vice President

M&A
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The quality of output it generates is meticulous. The attention to detail and depth of insights are outstanding. I'm genuinely impressed!

Associate Director

Private Equity

Ready to see it in action?

Discover how Promenade AI can boost your team’s productivity and accelerate your investment workflows today.