Packed with Powerful Features, Yet Easy to Use
Each feature of Charli is built with you in mind, making complex tasks simpler.
Automation Tools
Automate repetitive tasks and focus on what matters most.
Charli takes the repetitive, time-consuming tasks off your plate, such as data entry and report generation, so you can focus on strategic decision-making.
Security
Proprietary and private. No third party hosted AI models used.
Purpose built for the financial services industry to ensure your data and interactions are secure and private, and can be fully audited.
Certified AI
Developed with accuracy and reliability in mind.
Built on a certified framework guarantees every insight is backed by a rigorously tested AI, giving you peace of mind in your strategic decisions.
Smart Deal Finder
Smart Deal Flow,
Powered by AI
Charli’s Smart Deal Finder helps investors surface high-potential opportunities—faster. With access to over 2 million private and public companies, this tool uses natural language search, real-time financials, sentiment analysis, and AI-generated research to make discovery, comparison, and due diligence seamless.
IR Dashboard
Reimagine How Investors Discover Your Company
Charli’s IR Dashboard is the first dual-sided AI-powered platform connecting investors and private companies in real time. Designed to eliminate friction and boost transparency, it helps founders control their investment narrative, keep their profile investor-ready, and stand out in a crowded market.
Customizable Dashboard for Real-Time Monitoring of Your Portfolio
See everything that matters in one place. Tailor it to fit your research needs and track industries, companies, and themes effortlessly, ensuring you’re always equipped with the latest information.
Interactive AI Question & Answer
Interact with Charli to ask specific questions about a report, get more clarity analysis that helps you make strategic decisions.
Filter your portfolio based on themes to see how these trends impact your investments.
Research
Due Diligence
Analysis
& ETFs
Know Your Portfolio's Health at a Glance with Real-Time Portfolio Monitoring
Charli provides you with real-time insights into the overall health of your portfolio including public and private equities. Instantly visualize how your investments are interpreted from both financial fundamentals and market sentiment perspective.
Equity Reports in Minutes
Streamline your workflow and focus on meaningful analysis and client interactions. Generate comprehensive equity reports in minutes, now available in both PDF and DOCX formats for your convenience.
News & Insights
What Powers Charli – Discover Multidimensional AI™
Data Protection, Compliance, and AI in the Enterprise
