The operating layer
for private investment firms.

Simon is the work AI platform that gives every model, employee, and workflow the context and capabilities to turn AI into real productivity.

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AI for every part of your firm.

From deal screening to asset management to investor relations, Simon gives every team agents and workflows built around the work they actually do.

Acquisitions and Deal Teams

Screen inbound deals against your buy box and track record so your team only spends time on deals that fit.

Asset Management

Agents handle the daily rolls, weekly draws, and quarterly packs, then surface only the exceptions that need attention.

Investor Relations

Connect CRM, portal, and pipeline data so the team always knows which LPs to call, and answer common investor questions in the firm’s voice.

Fundraising & Marketing

Draft decks, DDQs, and outreach in the firm’s voice, and keep the pipeline current so everyone sees what moved.

Finance, Legal, and Operations

Build the weekly cash forecast automatically, and get plain-language answers from contracts, invoices, and fund docs.

One platform to run, govern, and measure AI across the firm

Control access, usage, and spend across models. See what’s being used, what it costs, and the value it delivers.

Learn more in Foundation

Turn repeatable work into governed agents and workflows. Define the steps, data, and review points once, then deploy them across the firm.

Learn more in Work

Codify how your firm works, from templates and sources to rules and required language. Define it once, govern it centrally, and apply it everywhere.

Learn more in Foundation

Ask in plain language and find what you need across every system, document, and dataset in your firm, with permissions automatically respected.

Learn more in Work

Produce firm-ready deliverables in your templates, style, and standards, grounded in the right data and sources.

Learn more in Work

Works with the models you already use

ChatGPT Simon Claude

Enterprise-grade security.

Your data stays yours.

Tenant isolation

Complete separation between firms and environments.

No model training

Your data is never used to train models, by us or anyone else.

You own your data

Documents are never shared with third parties.

Full audit trail

Every action logged, every source attributed.

SOC 2 In progress
GDPR In progress
Security & Trust Center
SOC 2 in progress GDPR in progress

Stop experimenting.
Start operating.

Simon puts AI to work across the firm, grounded in your data and governed by your rules.

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