Hebbia
Finance research agent that analyzes filings, data rooms and market data in matrices for investors and bankers
Hebbia is an AI platform for finance professionals. Its agent, Max, works like an analyst across a firm's documents and financial data, answering questions, extracting information and filling Matrix grids where each row is a company or document and each column is an analysis.
Key features:
- Max agent for analyst-style research across documents and data.
- Matrix grids with columns such as financials, leverage, acquisitions and pitch angles.
- Public sources including SEC filings, earnings transcripts and UK, European and Australian filings.
- Market data from FactSet, S&P Capital IQ, PitchBook, Preqin and Fitch.
- Internal repositories such as SharePoint, Box, Dropbox, IntraLinks, DealCloud, Snowflake and Databricks.
- Shared deal projects that can be published firm-wide.
Hebbia serves investors, bankers, lawyers, consultants and large enterprises. Access is arranged through a demo request rather than self-serve sign-up, and pricing is available on request.