Finpilot

What is Finpilot?

Finpilot is an AI tool built for equity analysts. It speeds up investment research, company analysis, and report writing by pulling information from reliable sources, including official documents and the web.

The platform combines AI agents based on well-known GPT models with its own proprietary models to find and interpret financial data, returning answers, figures, and charts without manual legwork. Features include chatting directly with documents, comparing companies side by side, compiling Excel-compatible data, and visualizing trends.

Who created Finpilot?

Finpilot’s mission is to accelerate analysis by giving finance professionals AI tools designed for their workflows — quickly reading and understanding key financial documents. The platform focuses on helping analysts find, extract, organize, and summarize information from Confidential Information Memorandums (CIMs), data rooms, and other deal-related documents, so professionals can make decisions faster.

What is Finpilot used for?

• Speed up investment research and reduce manual document sifting, freeing time for actual analysis
• Chat with finance documents, SEC filings, and documents you upload
• Search financial data and get answers with one-click source verification that links back to original source documents
• Create company comparison sets with key metrics and track trends across companies and time periods
• Compile data into organized, Excel-compatible tables for deeper analysis and reporting
• Visualize trends for easier interpretation

Who is Finpilot for?

Finpilot is designed for financial analysts and equity analysts, including professionals working in investment research and private equity.