Platform
One platform. Configured to your firm.
A private AI platform for setting up enterprise data rooms — with secure storage, custom AI workflows, audit trails, and citations on every answer. Same core, different configurations for PE, VC, law, audit, and beyond.
01
Decisions at your firm's speed.
Set up a secure, private data room for proprietary analysis — and have your team working on the answers, not the document pile, in days.
Trained on the document types your firm actually works with — whether that's SPAs and CIMs, regulatory filings, contracts, audit workpapers, or sponsor decks.
- Six weeks to four days on preliminary screen (Venture capital · 2025)
- Forty thousand pages reviewed in a single weekend (Law firm M&A · 2025)
- Quarterly portfolio review compressed to weekly cadence (Private equity · 2025)
- Complete audit-trail coverage on every query, every document, every change
02
Workflows configured to your firm.
AI that thinks like your team — your terminology, your frameworks, your institutional standards. Same engine, configured to how your firm actually works.
Fine-tuned on your past work product. Personas, prompts, and review steps configurable per team and per workflow.
- Train on your prior memos, reports, and reviewer notes
- Per-team personas — IC, credit, legal, audit, ops, research
- Bring your firm's house style into every output
- Tune over time — every reviewer correction makes the next answer better
Generic AI
“This high-yield exposure should be flagged for risk assessment in the standard portfolio review process.”
Your firm
“Per the 2024 IC framework, this position is 1.4× our 4.2× risk threshold and requires partner sign-off before allocation.”
03
Every answer cites its source.
Trust the output because you can trace it. Every claim links back to the exact page, filing, or document it came from.
Citation-by-default architecture. Full audit logs retained for the life of the deal.
- Inline citations on every answer, page-level
- Side-by-side document viewer with the cited section pre-highlighted
- Confidence indicators when an answer spans multiple sources
- Audit log of every query, retained for the life of the deal
Question
What is the customer concentration risk?
Answer
Top three customers represent 47% of revenue1, well above the 30% threshold typical for investment-grade comparables2. Average contract length is 18 months3, with renewal rates above 90%.
- 1CIM, p.34 — Revenue breakdown by customer
- 2FY2024 10-K — Customer concentration disclosure
- 3Master Services Agreement, p.7 — Term and renewal provisions
04
Your data never leaves your environment.
Deploy in your cloud, your VPC, or fully on-prem. Documents, deals, and decisions stay where they belong.
Deployment
Host on XFinLabs AWS infrastructure or deploy on-prem.
Data handling
No training on customer data — ever. Models run in dedicated single-tenant inference environments. Nothing is shared, federated, or learned across firms.
Compliance
SOC 2 Type II audited annually. ISO 27001 certified. GDPR and CCPA aligned. HIPAA-ready for engagements that require it.
Identity
SSO via SAML 2.0 and OIDC. SCIM 2.0 user provisioning. RBAC with deal-level and document-level permissioning. Customer-managed audit logs retained for 7 years.
Encryption
AES-256 at rest, TLS 1.3 in transit. Customer-managed encryption keys via AWS KMS, Azure Key Vault, or HSM. BYOK supported on all tiers.
Network
VPC isolation with no public-internet egress. PrivateLink endpoints for all integrations.
05
Built into the way your firm works.
Same private platform, configured for the work each firm actually does — at the pace each firm needs.
Native integrations with data room providers, document management systems, and CRM. Private knowledge graph built from your firm's own work, permissioned to respect your access controls.
Preliminary screen
Series B opportunity
Founder background and market thesis synthesized from 14 source documents.
Comparable company set built from the firm's prior screens.
Six weeks to four days — preliminary screen cut for the next IC.