Your Deal Book, Accelerated

yAI automates the manual work bottlenecking your deals.

Your Analysts Are Drowning in Manual Work

6-9
months per deal
80%
time on copy-paste work
$3M+
at risk from delays

The Only AI That Learns How You Actually Work

Own your process through institutional knowledge capture

Learns Your Process

Keep existing methodology, just faster.

Automates Repetitive Tasks

Handles data extraction, cross-checking, and insight generation automatically.

Maintains Quality Standards

Every deliverable has a full attribution trail, following your approval processes.

Created for Elite Financial Institutions

10× faster information consolidation

Investment Banking

Create CIMs in days, not weeks using your templates.

Venture Capital

Automate investment memos with your evaluation criteria.

Private Equity

Streamline portfolio analysis with your methodologies.

Enterprise Security and Compliance

Built for regulated environments where data control and audit trails are non-negotiable

Your Infrastructure, Your Control

  • Deployed on your cloud infrastructure
  • No data transfer required
  • Inherits existing permissions and access controls

Built-in Approval Workflows

  • Define approval workflows with editors, reviewers, and owners
  • Map out publishing steps with proper oversight
  • Compliance dashboard tracks all requirements

Full Transparency and Lineage

  • Track all AI outputs, changes, and comments
  • Complete audit trail for regulatory requirements
  • Full data lineage from source to deliverable

Happy Analysts Close More Deals

At yAI, we don't replace humans. By automating repetitive tasks, we free analysts to focus on strategic thinking, relationship building, and the complex analysis that actually drives deals forward.

Build Your Competitive Edge

Your methodology is your edge, but manual execution is your weakness. Let us show you how to scale expertise without scaling headcount.