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.
Simon
What Simon delivers
IC briefs
Meeting-ready packets summarizing memos, pipeline, liquidity, and fundraising.
Stakeholder updates
Summaries and attachments formatted for communication.
Variance reports
Portfolio performance vs underwriting with charts and narrative.
Liquidity alerts
Impact reports triggered when thresholds are breached.
Artifact library
A governed knowledge base of every summary, chart, and report.
Agents in action
Executive Insights
Reporting
Marketing
Surfaces key business metrics and performance drivers across governance, financial health, and growth.
End-to-end workflows
Cash Flow → Board Summary
Simon aggregates balances → packages into a one-page report → stores it in the artifact library.
Pipeline → Investor Update
Simon consolidates pipeline data → assembles charts and a digestible summary → exportable for team communications.
Variance → Knowledge Base
Simon analyzes NOI vs budget → generates a variance report → pins it in the artifact library for reference next quarter.
Knowledge management, reinvented
Most tools stop at “search across files.” Simon goes further:
IC briefs
Meeting-ready packets summarizing memos, pipeline, liquidity, and fundraising.
Stakeholder updates
Summaries and attachments formatted for communication.
Variance reports
Portfolio performance vs underwriting with charts and narrative.
Don’t just get answers. Get unified intelligence, packaged outputs, and knowledge that lasts.
Simon is launching with select firms now.
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