Features
Features
One Platform for Institutional Investment Intelligence
Replace fragmented research, manual models, and disconnected tools with a system designed for real investment committees.
Lead capture
Monitor your team's productivity by viewing completed tasks and active projects.
Smart segmentation
Keep a close eye on your top-performing companies and their current status.
Integrations
Get a clear picture of project momentum over time. Understand workload distribution.
Monitor your team's productivity by viewing completed tasks and active projects.
Agenda
Keep a close eye on your top-performing companies and their current status.
Leads
Get a clear picture of project momentum over time. Understand workload distribution.
AI Automation
AI Automation
Do More with an AI Investment Assistant
Orion aggregates market, financial, and firm-level data into a single system — reducing manual work and enabling teams to focus on judgment, risk, and conviction.
Automate Market Analysis and Structuring
Orion continuously captures and structures market data from multiple sources, transforming fragmented information into underwriting-grade insights.
Automatically ingest market and industry data
Structure competitive landscapes and market dynamics
Integrate external data sources into a unified view
Automate Market Analysis and Structuring
Orion continuously captures and structures market data from multiple sources, transforming fragmented information into underwriting-grade insights.
Automatically ingest market and industry data
Structure competitive landscapes and market dynamics
Integrate external data sources into a unified view
Automate Market Analysis and Structuring
Orion continuously captures and structures market data from multiple sources, transforming fragmented information into underwriting-grade insights.
Automatically ingest market and industry data
Structure competitive landscapes and market dynamics
Integrate external data sources into a unified view
Enhance Financial Analysis with Intelligent Workflows
Automate core financial analysis while preserving transparency and auditability across models and assumptions.
Track KPIs, trends, and anomalies across time
Apply AI-assisted insights to refine assumptions
Improve accuracy and speed of financial reviews
Enhance Financial Analysis with Intelligent Workflows
Automate core financial analysis while preserving transparency and auditability across models and assumptions.
Track KPIs, trends, and anomalies across time
Apply AI-assisted insights to refine assumptions
Improve accuracy and speed of financial reviews
Enhance Financial Analysis with Intelligent Workflows
Automate core financial analysis while preserving transparency and auditability across models and assumptions.
Track KPIs, trends, and anomalies across time
Apply AI-assisted insights to refine assumptions
Improve accuracy and speed of financial reviews
Optimize Investment Decision-Making
Use evidence-backed analysis and scenario testing to evaluate outcomes and identify the most effective paths forward.
Prioritize opportunities based on risk and return signals
Analyze historical decisions to improve future outcomes
Stress-test scenarios to support IC-level discussions
Optimize Investment Decision-Making
Use evidence-backed analysis and scenario testing to evaluate outcomes and identify the most effective paths forward.
Prioritize opportunities based on risk and return signals
Analyze historical decisions to improve future outcomes
Stress-test scenarios to support IC-level discussions
Optimize Investment Decision-Making
Use evidence-backed analysis and scenario testing to evaluate outcomes and identify the most effective paths forward.
Prioritize opportunities based on risk and return signals
Analyze historical decisions to improve future outcomes
Stress-test scenarios to support IC-level discussions
How It Work
How It Work
How Orion Works
A structured intelligence flow designed for real investment decisions.
Ingest
Orion ingests the full set of materials used in real diligence: internal documents, financials, market data, and firm-specific inputs. Everything is scoped, permissioned, and isolated at the firm level.
Ingest
Orion ingests the full set of materials used in real diligence: internal documents, financials, market data, and firm-specific inputs. Everything is scoped, permissioned, and isolated at the firm level.
Ingest
Orion ingests the full set of materials used in real diligence: internal documents, financials, market data, and firm-specific inputs. Everything is scoped, permissioned, and isolated at the firm level.
Analyze & Validate
Orion applies AI models and statistical analysis to identify patterns, risks, and contradictions. All outputs are evidence-graded, cross-checked, and validated to meet institutional standards—no assumptions, no hallucinations.
Analyze & Validate
Orion applies AI models and statistical analysis to identify patterns, risks, and contradictions. All outputs are evidence-graded, cross-checked, and validated to meet institutional standards—no assumptions, no hallucinations.
Analyze & Validate
Orion applies AI models and statistical analysis to identify patterns, risks, and contradictions. All outputs are evidence-graded, cross-checked, and validated to meet institutional standards—no assumptions, no hallucinations.
Output
Insights are delivered as decision-ready artifacts: committee memos, risk summaries, market briefs, and financial diagnostics—formatted for direct use in investment discussions, not reinterpretation.
Output
Insights are delivered as decision-ready artifacts: committee memos, risk summaries, market briefs, and financial diagnostics—formatted for direct use in investment discussions, not reinterpretation.
Output
Insights are delivered as decision-ready artifacts: committee memos, risk summaries, market briefs, and financial diagnostics—formatted for direct use in investment discussions, not reinterpretation.
More features
More features
And a whole lot more features
A comprehensive set of tools designed to support institutional investment workflows from research to decision.
Market Data Ingestion
Automatically ingest market and industry data from multiple sources into a unified, structured view.
Market Data Ingestion
Automatically ingest market and industry data from multiple sources into a unified, structured view.
Smart Market Segmentation
Segment markets and competitors based on structure, dynamics, and investment relevance.
Smart Market Segmentation
Segment markets and competitors based on structure, dynamics, and investment relevance.
System Integrations
Connect Orion with internal tools and external data sources through secure APIs and data pipelines.
System Integrations
Connect Orion with internal tools and external data sources through secure APIs and data pipelines.
Decision Workflows
Structure analysis into repeatable workflows aligned with investment committee processes.
Decision Workflows
Structure analysis into repeatable workflows aligned with investment committee processes.
Engagement & Usage Tracking
Track how insights are used across teams to improve consistency and decision quality over time.
Engagement & Usage Tracking
Track how insights are used across teams to improve consistency and decision quality over time.
AI-Assisted Insights
Surface key signals and patterns using AI designed to support — not override — human judgment.
AI-Assisted Insights
Surface key signals and patterns using AI designed to support — not override — human judgment.
Investment Scoring Models
Apply customizable scoring frameworks to compare opportunities based on risk, return, and conviction.
Investment Scoring Models
Apply customizable scoring frameworks to compare opportunities based on risk, return, and conviction.
Scenario & Sensitivity Testing
Run scenario and stress tests to understand outcomes across changing market.
Scenario & Sensitivity Testing
Run scenario and stress tests to understand outcomes across changing market.
Security
Security
Enterprise-Grade Security by Design
Orion is built to meet the security and confidentiality requirements of institutional investors. Each firm operates in a fully isolated environment, with strict controls to ensure that data, insights, and workflows remain private and uncompromised at all times.
Take Action
See how institutional teams use Orion to make faster, better decisions.
Take Action
See how institutional teams use Orion to make faster, better decisions.