Quarterly LP Update
Tenant isolation
Complete separation between firms and environments.
Skills library
A skill is how you stop being the prompt help desk. It holds the template, source of record, rules, and access for one piece of firm work, and you publish it once to every tool your team already uses. Start from IC memos, capital calls, and quarterly reporting, then make them yours.
No skills match those filters.
Enterprise-grade security.
Your data stays yours.
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.