AI Assessment
Tools
Size your AI opportunity and check if your firm is ready. Get useful answers in minutes.
AI Readiness Diagnostic
Check your firm across 12 key dimensions. Spot the gaps, find the strengths, and get a personalized readiness score.
AI Model Evals
See which AI models do best on real financial analysis. Compare accuracy, cost, and capabilities across the top models.
AI Governance Gap
Companies disclose using AI far faster than they disclose governing it. Track the gap live, computed from SEC EDGAR filings.
AI Regulation Radar
AI is entering the rulebook fast. Track how it moves through ten US financial regulators, live from the Federal Register, with the 50-state law landscape alongside it.
ROI Calculator
Estimate the return on your AI investment. Plug in your numbers and see projected savings, revenue impact, and payback timeline.
AI Use Case Finder
Find the highest-impact AI use cases for your firm. Answer a few questions, get personalized recommendations with ROI ranges.
Covenant Headroom Calculator
Enter a borrower's numbers and covenant thresholds. See the cushion under each covenant, and which one breaches first if earnings slip.
Credit Memo ROI Calculator
See the analyst hours, cost and deal capacity a private credit team gets back when AI drafts the first version of a credit memo.
Your Assessment Data Powers These Solutions
Every tool on this page gives you insights that map to a deployable AI solution. Here's where your data goes next.
AI Deal Screener
Automate CIM analysis and screen deal flow with AI document intelligence.
Portfolio Nerve Center
Real-time portfolio health dashboards that surface risks and opportunities across your holdings.
Public Markets Engine
AI filing analysis, earnings intelligence, and competitive monitoring.
Investor Reporting Engine
AI institutional reporting that turns raw data into investor-ready narratives.
From Assessment to Implementation
These tools give you the data. Our solutions put it to work. Start at one of the four entry points to validate your findings. Then move to a Custom Build to deploy AI tools built for your workflows.