Your AI Business Agent
From scattered data to unified intelligence
Simon connects your systems, analyzes across silos, and delivers packaged outputs. From quarterly reports to stakeholder updates. With governance and compliance built in.
...and more!
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Why Simon
Connected intelligence
Ingests and normalizes data across financial, portfolio, and investor systems.
Packaged for action
Agents prepare briefs, reports, and summaries that are ready to use in your workflows.
Knowledge that lasts
Every output is saved as an artifact — versioned, searchable, and reusable by your firm.
Unified intelligence platform
Simon is built on a five-layer architecture designed for scale, security, and future growth:
Interface Layer
User-facing experiences — chat, artifacts, document viewers, notifications, and search — designed for usability, speed, and secure access.
Agent Layer
Modular agents (IC Governance, Liquidity, Portfolio Health, Capital Raising) deliver focused outputs.
Orchestration Layer
Coordinates tasks between agents, enforces roles and permissions, and integrates external APIs.
Intelligence Layer
Applies analytics, AI summarization, and business rules to turn raw data into governed insights.
Data Layer
Ingests structured and unstructured data from systems like CRMs, accounting tools, and property management platforms. Creates a secure, unified foundation.
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