Agentic AI built for the way investment firms actually work
The foundation for AI adoption at investment firms, built on your firm's data and ready for every team
Your files, deals, and external market data in one secure, searchable layer.
Every figure traceable to the document, page, and paragraph it came from.
Automate any workflow your firm runs, from NDA review to DDQ responses to portfolio monitoring. Compose in natural language or use the skills library.
Decks, memos, Excel models, and DDQs generated from your underlying data and formatted to your firm's standard.
Connected to your internal data and the market providers your team relies on, every answer grounded in the source
Configured interfaces for the work your team runs every day
Decks cross-referenced against the data room. Inconsistencies flagged before they reach the IC.
Real-time visibility across your portfolio. Flags deviations from thesis and surfaces risks before they reach a board meeting.
Hundreds of companies, deals, or contracts analyzed side-by-side in one view.
New filings flagged, changes tracked, gaps identified across the deal.
Partner calls, expert interviews, and management meetings captured and searchable.
Pre-built prompts and pre-built workflows for the patterns finance teams run every day, with 100+ integrations into the systems your firm already uses
A curated catalog of finance workflows your team can run on demand. DCFs, LBOs, M&A analyses, comps tables, strip profiles, deck proofreading, sponsor overviews, and dozens more. Point a skill at your data and get partner-ready output in minutes.
VectorShift meets your team where they work, orchestrates the work behind them, and connects to every system your firm runs on
VectorShift shows up where your team already works. No new app, no new habit.
The engine that decomposes a goal into steps, runs the right tools and agents, and verifies the result.
Every model, every data room, every record your firm relies on, connected through one permissioned layer.
Foundation models alone can't plan, act, or self-correct. VectorShift turns a goal into a multi-step plan, runs it against your data, and verifies the result
Foundation models alone can't plan, act, or self-correct. Agentic orchestration is what unlocks enterprise impact.
For the IT, security, and compliance buyer. VectorShift deploys on terms institutional finance requires
Run in your VPC, dedicated cloud, or fully on-prem. Your data never leaves your perimeter.
Inherits your firm's access controls. Users see only the data they are entitled to, by deal, fund, or role.
Your data is contractually excluded from model training. SOC 2 Type II audited. GDPR compliant.