Finster gives investment banks an AI edge
Purpose-built for banking workflows, Finster automates data synthesis, analysis, and presentation, delivering precise, traceable insights at deal speed.
Built for banking workflows: AI that understands how deal teams think and work.
Trusted and traceable: Every insight cited, every source auditable.
Automated from data to deliverable: Accelerate analysis, decks, and decisions.
Specialized, sophisticated, and built for dealmakers:
Finster redefines how banking teams work by delivering accurate, auditable outputs that drive sharper insights, faster execution, and more confident client delivery. From accelerating research and market analysis to automating the tedious, manual steps that slow deal cycles, Finster empowers your team to focus on high-value work and not busywork.
Win with insight that sees what others miss
Finster unifies filings, research, market and private data along with your internal and client sources, including virtual data rooms into a single, trusted source of truth. The result: faster synthesis, fresher perspectives, and sharper analysis in seconds. Equip your team with AI that uncovers new angles, strengthens pitches, and frees time for what matters most, client wins!
Win with insight that sees what others miss
Finster unifies filings, research, market and private data along with your internal and client sources, including virtual data rooms into a single, trusted source of truth. The result: faster synthesis, fresher perspectives, and sharper analysis in seconds. Equip your team with AI that uncovers new angles, strengthens pitches, and frees time for what matters most, client wins!
Win with insight that sees what others miss
Finster unifies filings, research, market and private data along with your internal and client sources, including virtual data rooms into a single, trusted source of truth. The result: faster synthesis, fresher perspectives, and sharper analysis in seconds. Equip your team with AI that uncovers new angles, strengthens pitches, and frees time for what matters most, client wins!
Win with insight that sees what others miss
Finster unifies filings, research, market and private data along with your internal and client sources, including virtual data rooms into a single, trusted source of truth. The result: faster synthesis, fresher perspectives, and sharper analysis in seconds. Equip your team with AI that uncovers new angles, strengthens pitches, and frees time for what matters most, client wins!
Specialized, sophisticated and precise: how Finster supports your workflows:
How Finster supports your productivity and performance
Aggregate, analyze and visualize market and company data in seconds, without time spent cross-checking or correcting errors. Discover how Finster speeds up your workflows, supports your strategic goals and frees up your team to do their best work.
Win with insight that sees what others miss
Finster unifies filings, research, market and private data along with your internal and client sources, including virtual data rooms into a single, trusted source of truth. The result: faster synthesis, fresher perspectives, and sharper analysis in seconds. Equip your team with AI that uncovers new angles, strengthens pitches, and frees time for what matters most, client wins!
Prioritize high-value tasks
Cut down on manual work and free up capacity for high-value tasks: e.g. building client relationships, competing for deals and sharing knowledge internally. Save time and see impacts across the board.
Ramp up research
See themes, trends and key players in minutes, with real-time intel. Get a bird’s eye view of the market almost instantly, pull comps rapidly, and create company primers in just a few clicks. Get up to speed fast, then get ahead.
See more with Screener
Uncover hidden insights with Finster Screener. Get more from your research by overlaying qualitative insights over quantitative filters. Less time searching, more time thinking.
Build decks rapidly
Reusable templates and automation let you cut the time you spend preparing decks. Produce company strip profiles, summaries, CIMs and industry reports in your company’s style and branding, so you can concentrate on strategy.
Proactive, not reactive
Finster’s AI agents work proactively to keep you in the loop and understand your ways of working. Get alerts on new developments and filings, set up and receive schedules by email and auto-update pitch decks and CIMs.
AI built for banking. Precision engineered for performance.
Finster isn’t adapting generic AI for finance, it’s built for it. Purpose-built, auditable, and rigorously trained on the way bankers actually work.
Save time with templates
Automate the repetitive, accelerate the valuable. Standardize and templatize your workflows with Finster Tasks. From comps and profiles to pitch materials, Finster automates data, refreshes and updates so your team can focus on judgment, not busywork.
Deliver trusted, traceable outputs
Accuracy you can prove, every source, every time.Finster ensures every analysis and insight is cited and auditable. Built for compliance and confidence, it gives bankers complete visibility into how results are generated, no black box, no guesswork.
Deliver trusted, traceable outputs
Accuracy you can prove, every source, every time.Finster ensures every analysis and insight is cited and auditable. Built for compliance and confidence, it gives bankers complete visibility into how results are generated, no black box, no guesswork.
AI native workflows that fit your firm
Finster connects seamlessly with your internal systems from APIs and SharePoint to data rooms to automate the flow of information across your existing stack. Our AI agents then intelligently orchestrate analysis and delivery, accelerating your deal process from first insight to client-ready output.
AI native workflows that fit your firm
Finster connects seamlessly with your internal systems from APIs and SharePoint to data rooms to automate the flow of information across your existing stack. Our AI agents then intelligently orchestrate analysis and delivery, accelerating your deal process from first insight to client-ready output.
Rely on exceptional data quality
Finster combines trusted sources with filings, pubic data and company releases, delivering always up-to-date real-time insights with a seamless, auditable trail.
Are you ready to be AI native?
See how Finster can support your team with vastly accelerated investment research.
Are you ready to be AI native?
See how Finster can support your team with vastly accelerated investment research.
Are you ready to be AI native?
See how Finster can support your team with vastly accelerated investment research.
Are you ready to be AI native?
See how Finster can support your team with vastly accelerated investment research.
Are you ready to be AI native?
See how Finster can support your team with vastly accelerated investment research.
Frequently asked questions
How is this different from traditional research tools or databases?
Our platform can automate your core research workflows; surfacing earnings analysis, peer comps, industry deep dives, and pitchbook creation - turning unstructured data into actionable insights with speed and accuracy. Instead of manually pouring through data, Finster delivers the information you need as tables, graphs and reports that get straight to the point.
How is this different from traditional research tools or databases?
Our platform can automate your core research workflows; surfacing earnings analysis, peer comps, industry deep dives, and pitchbook creation - turning unstructured data into actionable insights with speed and accuracy. Instead of manually pouring through data, Finster delivers the information you need as tables, graphs and reports that get straight to the point.
How is this different from traditional research tools or databases?
Our platform can automate your core research workflows; surfacing earnings analysis, peer comps, industry deep dives, and pitchbook creation - turning unstructured data into actionable insights with speed and accuracy. Instead of manually pouring through data, Finster delivers the information you need as tables, graphs and reports that get straight to the point.
How is this different from traditional research tools or databases?
Our platform can automate your core research workflows; surfacing earnings analysis, peer comps, industry deep dives, and pitchbook creation - turning unstructured data into actionable insights with speed and accuracy. Instead of manually pouring through data, Finster delivers the information you need as tables, graphs and reports that get straight to the point.
How is this different from traditional research tools or databases?
Our platform can automate your core research workflows; surfacing earnings analysis, peer comps, industry deep dives, and pitchbook creation - turning unstructured data into actionable insights with speed and accuracy. Instead of manually pouring through data, Finster delivers the information you need as tables, graphs and reports that get straight to the point.
Where does Finster’s data come from?
We are fully integrated with trusted data sources like SEC filings, earnings transcripts, news & reports, and licensed providers (e.g. Morningstar, PitchBook, FactSet, crunchbase, Third Bridge.) to ensure comprehensive and accurate citations.
Where does Finster’s data come from?
We are fully integrated with trusted data sources like SEC filings, earnings transcripts, news & reports, and licensed providers (e.g. Morningstar, PitchBook, FactSet, crunchbase, Third Bridge.) to ensure comprehensive and accurate citations.
Where does Finster’s data come from?
We are fully integrated with trusted data sources like SEC filings, earnings transcripts, news & reports, and licensed providers (e.g. Morningstar, PitchBook, FactSet, crunchbase, Third Bridge.) to ensure comprehensive and accurate citations.
Where does Finster’s data come from?
We are fully integrated with trusted data sources like SEC filings, earnings transcripts, news & reports, and licensed providers (e.g. Morningstar, PitchBook, FactSet, crunchbase, Third Bridge.) to ensure comprehensive and accurate citations.
Where does Finster’s data come from?
We are fully integrated with trusted data sources like SEC filings, earnings transcripts, news & reports, and licensed providers (e.g. Morningstar, PitchBook, FactSet, crunchbase, Third Bridge.) to ensure comprehensive and accurate citations.
How do you handle privacy and compliance?
We operate with enterprise-grade security protocols, including SOC 2 compliance, audit trails, and data encryption at rest and in transit. We also support role-based access control/SSO and can deploy in private cloud environments.
How do you handle privacy and compliance?
We operate with enterprise-grade security protocols, including SOC 2 compliance, audit trails, and data encryption at rest and in transit. We also support role-based access control/SSO and can deploy in private cloud environments.
How do you handle privacy and compliance?
We operate with enterprise-grade security protocols, including SOC 2 compliance, audit trails, and data encryption at rest and in transit. We also support role-based access control/SSO and can deploy in private cloud environments.
How do you handle privacy and compliance?
We operate with enterprise-grade security protocols, including SOC 2 compliance, audit trails, and data encryption at rest and in transit. We also support role-based access control/SSO and can deploy in private cloud environments.
How do you handle privacy and compliance?
We operate with enterprise-grade security protocols, including SOC 2 compliance, audit trails, and data encryption at rest and in transit. We also support role-based access control/SSO and can deploy in private cloud environments.
How accurate is Finster’s AI-generated output?
All outputs are backed by source citations and traceable references, allowing your team to quickly validate and dig deeper where needed. Each citation is clickable, showing you exactly where the data originates from, giving you the space to see the context and derive what you need.
How accurate is Finster’s AI-generated output?
All outputs are backed by source citations and traceable references, allowing your team to quickly validate and dig deeper where needed. Each citation is clickable, showing you exactly where the data originates from, giving you the space to see the context and derive what you need.
How accurate is Finster’s AI-generated output?
All outputs are backed by source citations and traceable references, allowing your team to quickly validate and dig deeper where needed. Each citation is clickable, showing you exactly where the data originates from, giving you the space to see the context and derive what you need.
How accurate is Finster’s AI-generated output?
All outputs are backed by source citations and traceable references, allowing your team to quickly validate and dig deeper where needed. Each citation is clickable, showing you exactly where the data originates from, giving you the space to see the context and derive what you need.
How accurate is Finster’s AI-generated output?
All outputs are backed by source citations and traceable references, allowing your team to quickly validate and dig deeper where needed. Each citation is clickable, showing you exactly where the data originates from, giving you the space to see the context and derive what you need.
What makes Finster AI-native, not just AI powered?
Finster was built AI-first, not adapted later. Unlike wrappers or bolt-ons, it was designed from the ground up to automate entire research workflows. Data is ingested, tagged, and structured at the source, then retrieved and used in generation within a single system. This removes manual steps and avoids layering AI onto legacy tools.
What makes Finster AI-native, not just AI powered?
Finster was built AI-first, not adapted later. Unlike wrappers or bolt-ons, it was designed from the ground up to automate entire research workflows. Data is ingested, tagged, and structured at the source, then retrieved and used in generation within a single system. This removes manual steps and avoids layering AI onto legacy tools.
What makes Finster AI-native, not just AI powered?
Finster was built AI-first, not adapted later. Unlike wrappers or bolt-ons, it was designed from the ground up to automate entire research workflows. Data is ingested, tagged, and structured at the source, then retrieved and used in generation within a single system. This removes manual steps and avoids layering AI onto legacy tools.
What makes Finster AI-native, not just AI powered?
Finster was built AI-first, not adapted later. Unlike wrappers or bolt-ons, it was designed from the ground up to automate entire research workflows. Data is ingested, tagged, and structured at the source, then retrieved and used in generation within a single system. This removes manual steps and avoids layering AI onto legacy tools.
What makes Finster AI-native, not just AI powered?
Finster was built AI-first, not adapted later. Unlike wrappers or bolt-ons, it was designed from the ground up to automate entire research workflows. Data is ingested, tagged, and structured at the source, then retrieved and used in generation within a single system. This removes manual steps and avoids layering AI onto legacy tools.
Can I use my own LLM with Finster?
Beyond our extensive data sources, we also integrate with the MS suite, including the ability to export to Outlook, PPT, Word & Excel, giving you total flexibility to move your decision-making forward, faster.
Can I use my own LLM with Finster?
Beyond our extensive data sources, we also integrate with the MS suite, including the ability to export to Outlook, PPT, Word & Excel, giving you total flexibility to move your decision-making forward, faster.
Can I use my own LLM with Finster?
Beyond our extensive data sources, we also integrate with the MS suite, including the ability to export to Outlook, PPT, Word & Excel, giving you total flexibility to move your decision-making forward, faster.
Can I use my own LLM with Finster?
Beyond our extensive data sources, we also integrate with the MS suite, including the ability to export to Outlook, PPT, Word & Excel, giving you total flexibility to move your decision-making forward, faster.
Can I use my own LLM with Finster?
Beyond our extensive data sources, we also integrate with the MS suite, including the ability to export to Outlook, PPT, Word & Excel, giving you total flexibility to move your decision-making forward, faster.
Do you offer a demo?
Yes, click ‘get a demo’ on this page, and we’ll get in touch to walk you through our Tasks, Screener, Deep Research features and exactly how Finster can improve your insight generation and deal-flow.
Do you offer a demo?
Yes, click ‘get a demo’ on this page, and we’ll get in touch to walk you through our Tasks, Screener, Deep Research features and exactly how Finster can improve your insight generation and deal-flow.
Do you offer a demo?
Yes, click ‘get a demo’ on this page, and we’ll get in touch to walk you through our Tasks, Screener, Deep Research features and exactly how Finster can improve your insight generation and deal-flow.
Do you offer a demo?
Yes, click ‘get a demo’ on this page, and we’ll get in touch to walk you through our Tasks, Screener, Deep Research features and exactly how Finster can improve your insight generation and deal-flow.
Do you offer a demo?
Yes, click ‘get a demo’ on this page, and we’ll get in touch to walk you through our Tasks, Screener, Deep Research features and exactly how Finster can improve your insight generation and deal-flow.
