SAI Agents
TRUSTED BY INDUSTRY EXPERTS
Struggling with legacy systems or a lack of in-house AI expertise?
When it comes to pre-legal and pre-accounting due diligence, speed, accuracy, and consistency matter.
SAI Agents is built for financial institutions to streamline the earliest, most error-prone stages of deal evaluation. We don’t just automate document review, risk flagging, and data validation — we help you integrate your existing data sources and workflows, ensuring AI becomes a reliable extension of your team.
Book a demo and see how AI can power smarter diligence, faster.
“SAI Agents has been a game changer for Pershing Ventures. Their AI agents are saving us hours every week by automating data organization and underwriting, allowing our team to focus on high-value decision-making. This increased efficiency has enabled us to analyze opportunities more effectively and deploy capital faster than ever before. On top of that, Jonathan and Ilan have been incredibly responsive, continuously fine-tuning solutions to ensure the platform meets our evolving needs. SAI has been able to seamlessly support Pershing’s expanding requirements, making it an essential part of our workflow. We couldn’t be more impressed.”
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David Weiss
President / Pershing Ventures
A New Platform for Pre-Due Diligence
SAI Agents is an AI-driven financial intelligence platform purpose-built for capital allocators to streamline pre-legal and pre-accounting due diligence. From parsing complex deal documents to validating financial data, SAI connects seamlessly to your existing data sources and flags risks before they reach your legal or accounting teams—reducing cost, time, and human error.
Book a demo to see how AI can power smarter, faster diligence decisions.
MENTOR-ABLE
Smarter AI, Tailored for Investors
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Analyzes historical transactions and firm strategies and risk tolerance, refining analysis and evaluations over time.

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Evolves over time with input and incorporates insights from the lens of your personal experience.
AI-Powered Workflows
Due Diligence & Deal Screening
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Automates financial analysis, surfaces risks, and generates custom evaluation memos.

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Speeds up document reviews, letting you analyze more deals in less time.
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Alt Data
Alternative Data for Competitive Edge
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Goes beyond financials: tracks hiring trends, market signals, product reviews, patents, and industry sentiment.

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Identifies hidden opportunities before they become mainstream.
Portfolio Insights
Proactive
Portfolio Insights &
Smart Recommendations
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AI asks its own questions and suggests high-potential companies based on market shifts.

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Seamlessly integrates with Slack, LinkedIn, FireFlies, and other tools.
AI Agent Workforce
AI That Works Like an Investment Team
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Never sleeps, constantly researching and evaluating new opportunities, precisely.

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Keeps your entire investment process connected, efficient, and insight-driven.
Privacy By Design
Privacy by design in AI ensures that data protection is integrated into the AI development process from the outset, safeguarding personal and sensitive information throughout its lifecycle.
Cutting-Edge Technology
We use proprietary technology as well as the latest tools to stay ahead, ensuring efficient and effective services.
