AI Native workspace for financial professionals
Autonomous AI agents for spreadsheet based operations
Decisional Knowledge Engines accelerates due diligence, fundamental research, and portfolio management for private market financial professionals through an AI-native workspace in a secure sandbox with auditable citations. Firms including Evooq, Meetperry, and Borgman Capital leverage Decisional to transform mountains of sources into finance-grade memos, models, and charts in custom formats within minutes instead of days.
Your spreadsheet operations, automated. Decisional deploys AI reasoning agents directly into your existing spreadsheets to handle complex long running workflows like quote generation, data extraction, invoicing, and collections at scale without the rigidity of no code tools.
The old product was an AI-native workspace tailored to financial due diligence and research, primarily for private market finance pros. The new product is AI agents deployed into spreadsheets to automate workflows like invoicing, quote generation, and more—broadly targeting spreadsheet operations regardless of industry. This represents a shift from a specialized finance research tool to a general-purpose spreadsheet automation platform, which is a meaningful change in product.