AI-Powered Intelligence for Investment Decisions
Advanced AI delivering real-time insights for hedge funds, private equity, and venture capital.
Faster Investment Decisions
Investment Data Storage & Retrieval
AI Investment Assistance
Everything you need for smarter investment decisions
Powerful features to help your team make informed investment decisions with AI assistance.
AI-Powered Analysis
Chat with our AI that understands your investment documents and portfolio data.
Document Integration
Upload investment documents and have AI automatically reference and analyze them.
Team Collaboration
Invite team members to join specific investment rooms and share access to relevant documents.
Knowledge Management
Organize insights by investment. AI helps surface relevant information from your knowledge base.
AI Assistance
Ask questions about your investments, get summaries, and receive intelligent suggestions.
Enterprise Security
End-to-end encryption and granular access controls keep your investment data safe.
How Firmly Works
Upload your investment documents, invite your team, and start collaborating with AI assistance.
Upload your investment documents
Drag and drop your PDFs, financial reports, spreadsheets, and more. Our AI will index them for quick reference.
Invite your investment team
Add team members via email. Set permissions and create dedicated workspaces for different investments.
Get AI-powered investment insights
Ask questions, get summaries, and collaborate with your team with AI that understands your investment documents.
Frequently Asked Questions
Everything you need to know about Firmly
How is Firmly different from other AI tools?
Firmly is specifically designed for investment professionals with document integration. While other AI tools are general-purpose, Firmly can understand your investment documents and previous analyses, making it contextually aware of what you're working on.
What types of documents can I upload?
Firmly supports a wide range of document formats including PDF, Word (DOCX), Excel (XLSX), PowerPoint (PPTX), Markdown, CSV, and plain text files. Our AI can process and understand financial reports, market analyses, and other investment documents.
Is my investment data secure and private?
Yes, we take security and privacy seriously. We implement enterprise-grade security measures, including end-to-end encryption and tenant-based physical separation.
Which AI models does Firmly support?
Firmly supports nearly every commercial LLM available, more than 200 in total. We support every model from OpenAI, Anthropic, Google and others.
Does Firmly use RAG?
Yes, Firmly uses RAG (Retrieval Augmented Generation) to provide contextually relevant responses based on your investment documents.