Business systems and services
Work with authorized data sources, company documents, and analysis templates.
Finance teams
Support financial report analysis, financial modeling, and transaction document preparation.
Use company information, authorized data sources, and business tools to help teams analyze financial reports, build financial models, prepare transaction documents, and verify information.
Support everyday financial work
Analyze information and prepare documents
Organize financial reports and transaction data, help build financial models, and prepare draft documents for review.
Combine company information with research tools
Use company documents, authorized data sources, and research tools to analyze and verify relevant information.
Create workflows for recurring tasks
Save research, verification, and screening steps as workflows that the team can use again for similar tasks.
Task examples
01
Pitch book drafts
Compile comparable company and transaction data, summarize valuations, and draft presentations with references for key figures.
Workflow example
Firmground AI workspace · Workflow exampleReady to start
Pitch book drafts
Illustrative workflow and data. Tools and approval steps depend on the project configuration.
1Data2Slides3Review
Task process
Use the supplied annual reports to prepare comparable companies and a valuation summary.
Task summaryCompare metrics and valuation methods and record the sources.
Current actionSearch the annual report collection
Current actionPrepare sample pitch book drafts
Review noteThe sample output is ready for the appropriate team to review.
The comparable company and valuation summary is ready for source review.
Output preview
Comparable companies
| Company | Revenue | Margin | EV/Rev |
|---|
Valuation summary
Implied equity (mid)$0M
Tools and integration options
Business systems and services
Yahoo Finance
Subject to integration review
Alpha Vantage
Subject to integration review
S&P Global
Subject to integration review
Financial Modeling Prep
Subject to integration review
Tavily
Subject to integration review
Integration illustration
Tool connections
Gmail
Subject to integration review
Outlook
Subject to integration review
Google Drive
Subject to integration review
Google Calendar
Subject to integration review
WhatsApp Business
Subject to integration review
Data and access
Confirm sources, permissions, and update methods during integration.
Tool connections
System queries or updates require the corresponding business tools to be connected.
Start with one business task using an AI Agent
Firmground AI
Choose a task your team already knows, and see how Firmground AI handles it and what it delivers.
- Process business documents and data
- Connect business tools and carry out the task
- Reuse workflows, with approval before key actions
Existing users can sign in. Book a demo to discuss enterprise integrations and deployment.