Model policy
Observe which models are being used by team, task, or cost. Change models anytime without changing the workflow.
Simon Foundation
Foundation sits underneath every AI model your firm uses, giving each one the context to work accurately and giving you the controls to govern how AI operates across the firm.
Govern AI
across the firm
Control what models can access, how they use your firm’s data and skills, and how they perform, all from one place.
Governance
Control access, usage, and spend across models. See what’s being used, what it costs, and the value it delivers.
Access controls
Enforce your existing fund, deal-team, and LP permissions across users, models, and agent workflows.
Spend visibility
Coming Soon
Track AI usage and spend by model, person, and workflow, so you know what you’re paying for and what it’s producing.
Graph
Map your firm's knowledge, from funds and assets to deals, LPs, people, and documents, so every model works from the same trusted understanding of your business.
Funds & assets
Automated discovery of the funds, assets, people, and decisions that drive your business, with human-in-the-loop reviews.
Relationships
Establish the connections that matter, mapping how everything is related in the past, present and future.
Sources
Connect your sources, from databases to documents, so every answer can be grounded in truth and traced back for review.
Permissions
Carry your existing access rules into every model and workflow, so the right context reaches the right people automatically.
Works with the models you already use
Studio
Your AI sidekick and collaborator. Test answers, inspect permissions access, and fix issues once at the source.
Persona
See exactly what any user can access and how the model responds within their permissions.
Fix & publish
Correct an issue once at the source, then publish the fix across every user, model, and workflow.
Conflict detection
Catch conflicting answers before they reach an IC memo, LP update, or partner.
Skills
Codify how your firm works, from templates and sources to rules and required language. Define it once, govern it centrally, and apply it across every user, model, and workflow.
Skills library
Template
Define the structure, format, and firm voice once, so every draft starts the way your team expects.
Sources
Set which systems and records each skill can use, so every output pulls from the right information.
Rules
Build definitions, exclusions, approval logic, and required language directly into the skill so they’re applied every time.
Publish once
Test and version a skill once, then deploy it across every approved model, user, and workflow.
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
Stop experimenting.
Start operating.
Simon puts AI to work across the firm, grounded in your data and governed by your rules.