Five Workflows. One Platform.
Ask any complex question and instantly receive precisely sourced, investment committee-ready answers.
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.
Draft the bulk of your Investment Memorandums, Company Profiles, or Due Diligence Summaries in just minutes.
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.
Upload your Excel models; our AI will explain complex logic, suggest relevant comparable companies, and auto-generate detailed sensitivity tables.
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.
Automatically generate precise and verifiable responses to your detailed due diligence checklists, complete with fully sourced answers.
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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Establish secure, isolated workspaces for each deal or project, guaranteeing complete confidentiality and strict data segregation.
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.
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Ask any complex question and instantly receive precisely sourced, investment committee-ready answers.
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.
Draft the bulk of your Investment Memorandums, Company Profiles, or Due Diligence Summaries in just minutes.
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.
Upload your Excel models; our AI will explain complex logic, suggest relevant comparable companies, and auto-generate detailed sensitivity tables.
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.
Automatically generate precise and verifiable responses to your detailed due diligence checklists, complete with fully sourced answers.
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.
Establish secure, isolated workspaces for each deal or project, guaranteeing complete confidentiality and strict data segregation.
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.
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
Enhanced Security & Isolation (vs. Public SaaS): Single-tenant
environment significantly reduces risks associated
with multi-tenancy.
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SaaS
Rapid Deployment & Scalability: Easiest and fastest for you to deploy, update, and scale.
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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
Maximum Security & Control: You maintain full control over your data, infrastructure, and
security environment. Data never leaves your premises.
Compare Promenade vs General AI Tools
Why Promenade Beats Generic AI in Finance
| Promenade Ai | Generic LLM | |
|---|---|---|
| Source-backed answers |  Yes |  No |
| Excel-native logic support | Understands models | Text-Only Limitations |
| Internal File Integration | Google Drive, Box, Email | Not supported |
| Deployment control | Full Flexibility | Cloud-only |
| Audit/compliance ready | Yes | No 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
Success Stories
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
Promenade AI is the leading tool on the market that helps investment professionals maximize their time 10x.
Director
It is the only tool on the market that truly does the heavy lifting of research synthesis, analysis, and report production.
Vice President
The quality of output it generates is meticulous. The attention to detail and depth of insights are outstanding. I'm genuinely impressed!
Associate Director
Ready to see it in action?
Discover how Promenade AI can boost your team’s productivity and accelerate your investment workflows today.