Sourced answers
Every answer shows the sources behind it, so users can verify the work instead of taking the model’s word for it.
Simon Work
A purpose-built AI workspace for investment firms. Search across the firm, create work in your standards, and run agents and workflows that already understand your business.
Enterprise search
Ask Simon in plain language and instantly find what you need across every system, document, and dataset in your firm, with permissions automatically respected.
Cross-system
Ask once across your CRM, data warehouse, email, fund admin, and other connected systems.
Permissions
Respect existing deal-team, fund, and LP permissions automatically, so AI never expands what someone can access.
Always-on assistant
An AI assistant that already understands your firm, your data, and how you work, with the context, skills, and permissions from Foundation built in.
Graph-grounded
Every answer starts from the firm context you approved, so everyone works from the same understanding of the business.
Skills-aware
Your firm’s templates, sources, and review rules are applied automatically, so work follows your process by default.
Workspace
Keep chat, drafts, and supporting work together in one place, so outputs are easy to review, refine, and reuse.
Integrations
Work across Salesforce, Drive, email, and other approved systems directly from Simon, without relying on personal accounts.
Works with the models you already use
Artifacts
Produce firm-ready deliverables in your templates, style, and standards, grounded in the right data and sources.
Create
Create documents, spreadsheets, reports, presentations, and dashboards using your firm’s data, standards, and controls.
Live dashboards
Build dashboards that stay current as your underlying data changes, so the numbers always reflect the latest firm view.
On template
Produce every draft in your firm’s templates, style, and standards, ready to review instead of rewrite.
Share
Route deliverables to the right reviewers with approvals, comments, and sign-off captured in one place.
Agents & workflows
Turn repeatable work into governed agents and workflows. Define the steps, data, and review points once, then deploy them across the firm.
Create
Describe the workflow in plain language and let Simon build the agent with you, no engineering required.
Configure
Set the triggers, sources, steps, and human review points once, so every run follows the same rules.
Run
Deploy approved agents across the team, with every run tracked so you can see what happened, when, and for whom.
Deliver
Send outputs directly to Email, Slack, Teams, or the tools your team already uses, so the work shows up where people work.
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.