The AI workspace for finance teams
Novis gives finance professionals one secure workspace to process complex information, produce cited analysis, and deliver investment-ready outputs across every discipline.
Rapid, verifiable diligence
Source-grounded analysis across filings, CIMs, and data rooms — with granular citations linking every finding back to the exact document and page, so your team can trust the output and focus on the risk assessment.
Faster time-to-conviction
Cut the time from data room access to IC-ready memo. AI processes the unstructured document dump so your professionals focus on judgment, thesis construction, and the decisions that move deals forward.
Institutional consistency at scale
Maintain rigorous documentation standards across deals, funds, and coverage teams — with shared templates and reusable analytical workflows that preserve quality as deal flow grows.
Built for every finance discipline
From deal sourcing and due diligence to portfolio monitoring and risk assessment, Novis adapts to the analytical demands of each finance function.
Analyze financial documents and data rooms with precision
Upload CIMs, financial statements, legal agreements, or entire data room document sets. Novis reads every page and returns answers grounded in the source material, with citations that link directly to the relevant document, page, or clause.
Analyze PDFs, Word documents, Excel files, and scanned materials in a single conversation
Ask complex questions across multi-document sets and receive consolidated, cited answers
Surface key terms, obligations, risk provisions, and red flags across large deal materials
Deep research across markets, sectors, and companies
Let Novis compile sector intelligence, company profiles, and macro analysis from multiple sources into structured outputs. From industry overviews and competitive benchmarking to regulatory landscape reviews — all with full citation trails ready for internal review.
Research sectors, companies, and macro themes with linked references to every source
Synthesize findings into polished memos, investment briefs, or sector summaries
Cross-reference internal documents with external research in a single workflow
Build Excel models, PowerPoint decks, and Word documents natively
Move from analysis to polished deliverable without switching tools. Build and edit Excel spreadsheets, PowerPoint presentations, and Word documents directly in Novis. AI structures your data into tables and charts, drafts slide narratives from your research context, and helps you finalize work product at the standard your audience expects.
Build and edit Excel workbooks with AI assistance — structured tables, financial schedules, and formula-ready models
Create PowerPoint presentations and pitch books natively, with AI that structures content from your analysis into presentation-ready slides
Draft Word documents, investment memos, and credit reports — then refine with AI while preserving your format and tone
Where teams in finance lose time
Novis is designed to remove the most common workflow bottlenecks while keeping your standards for quality, consistency, and trust.
Data room paralysis: hundreds of dense filings, CIMs, and contracts land at once with no efficient way to extract the buried covenants, risks, and financial terms that drive the investment decision.
Analysts burning nights on manual synthesis, formatting pitch books, and compiling memos rather than evaluating the thesis and surfacing the insights that move deals forward.
Inconsistent documentation of investment theses, risk assessments, and key assumptions across deals, funds, and coverage teams — making it difficult to defend decisions or learn from prior work.
Institutional knowledge evaporates when deals close or team members rotate, with no structured record of the analysis, judgment calls, and lessons that should inform the next transaction.
Purpose-built for every finance team
Whether you manage deals, portfolios, credit, or risk, Novis adapts to how your team operates and the outputs your work demands.
Novis for PE & Venture Capital
Accelerate deal screening and due diligence. Novis processes data room materials, surfaces key risks, and structures investment theses so your team moves from interest to conviction faster.
Extract key terms, risks, and red flags from data rooms without manual document-by-document review
Build well-organized IC memos and deal summaries from analysis already in the platform
Track portfolio company updates and surface material changes across reporting cycles
Novis for Investment Banking & Advisory
Produce client-ready materials faster. From pitch books and transaction analyses to industry briefings, Novis helps your team deliver higher-quality work under tighter timelines.
Compile company, industry, and transaction data into structured deal materials with cited sources
Draft and refine client presentations, information memoranda, and advisory deliverables natively
Research comparable transactions, sector dynamics, and market positioning in a single workflow
Novis for Asset & Fund Management
Improve the depth and consistency of your investment research process. Novis supports analysts with structured company analysis, portfolio monitoring, and investor-ready communications.
Generate comprehensive company analyses and earnings summaries with verifiable citations
Monitor portfolio holdings and surface key signals across filing updates and news
Draft investor letters, fund commentaries, and portfolio review materials efficiently
Novis for Wealth Management
Serve clients more effectively with deeper, faster preparation. Novis helps wealth managers research investment options, prepare client-ready materials, and document advice with the rigor and traceability that compliance demands.
Research investment products, market themes, and portfolio scenarios with cited, verifiable outputs
Draft client-facing materials, portfolio reviews, and investment proposals directly in the platform
Maintain organized, searchable records of client context, preferences, and prior advice for continuity
Novis for Banking & Lending
Strengthen credit analysis and streamline loan workflows. Novis helps banking teams review borrower materials, document risk assessments, and produce clear, defensible credit outputs.
Analyze financial statements, borrower documents, and covenant packages with precision
Produce structured credit memos and risk summaries with source-backed reasoning
Standardize analysis quality and maintain audit-ready documentation across credit teams and regulatory reviews
Novis for Insurance
Accelerate underwriting analysis and regulatory reporting. Novis helps insurance professionals process complex risk information and produce structured assessments faster.
Review policy documents, risk submissions, and regulatory materials at scale
Draft underwriting memos, risk assessments, and compliance summaries with full traceability
Organize industry research and regulatory updates in a shared, searchable knowledge library
Why finance teams choose Novis
Granular citations linking every output to source documents, pages, or paragraphs for full auditability and defensibility.
Multi-model access to GPT, Claude, Gemini, Grok, and more. Switch or auto-select the best model for each analytical task.
Native document workspace to create and edit Word documents, notes, and presentations without leaving the platform.
Enterprise-grade security with encryption, no model training on your data, SSO, role-based access, and data residency options.
Reusable prompt and template libraries to standardize analysis quality across teams, deal types, and reporting formats.
Meeting transcription to capture management calls, investment committee sessions, and client conversations with instant summaries.
Enterprise grade security.
Uncompromising protection.
Top Tier Standards
Privacy by Design
Access Control
The complete AI workspace for modern finance teams.
From data room analysis and deep market research to polished investment-grade documents. Novis keeps your team fast, precise, and secure across every deal and workflow.