- Firm-isolated by design
- Every answer cited
- Every action audited
- MNPI-aware
- SOC 2 in progress
The problem
Generic AI guesses. It answers from the open internet and cannot see your firm.
The knowledge that actually decides deals sits scattered across meetings, email, files and the CRM. Nothing sees it whole.
Grounded & cited
Every claim carries its source. Or it says it does not know.
Answers come from your firm’s corpus and cite their way back to it — the call, the email, the page of the data room. When the corpus cannot support a claim, IQ flags it instead of smoothing it over. Not a black box.
It acts
It does the work. You decide what ships.
Around fifty tools, from data-room reconciliation to LP reporting. Consequential actions are confirmation-gated — the co-worker prepares, the investor decides. Nothing consequential runs unconfirmed.
Firm-isolated
Your corpus stays inside your walls.
Isolated to your firm, never used to train anyone else’s model. MNPI is classified the moment it enters and excluded from retrieval. Every mutation is audited in the same transaction that made it.
One platform
Seven co-workers. One substrate. One login.
IQ OS carries the firm’s identity, connectors, memory and compliance guarantees. The co-workers are its faces — the things a partner actually opens.
Solutions
Every team. Every mandate.
- Firm isolation at the database row level
- Attribute-based access control
- MNPI classified at ingest, excluded from retrieval
- Information walls between teams and funds
- Every action audited in the same transaction
- Never trains on your data
Under the hood
How grounding actually works.
- 01
Connect
Connectors pull the fragmented stack into one corpus.
- 02
Classify
Sensitivity and MNPI are decided at ingest, not at query time.
- 03
Retrieve
Answers draw only from what your firm holds and you are allowed to see.
- 04
Cite or abstain
Every claim carries its source. If the corpus cannot support it, IQ says so.
- 05
Record
The audit entry commits in the same transaction as the action.