Your Ai Business Agent

From data to decisions

From data to decisions

Simon connects to your tools, understands your data, and helps your team move faster with clear answers, reports, and content.

How much capital did we raise this week/month/quarter, by channel (HNW vs RIA)?

How much capital did we raise this week/month/quarter, by channel (HNW vs RIA)?

Searching relevant internal sources

Searching relevant internal sources

Searching relevant internal sources

Why Simon?

Faster, smarter decisions

Get answers to critical questions like cash on hand, portfolio performance, or capital raised, in seconds, not hours.

Get answers to critical questions like cash on hand, portfolio performance, or capital raised, in seconds, not hours.

What’s our total cash on hand by fund right now?

What’s our total cash on hand by fund right now?

Simon

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Simon

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