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Turn the Data Room
Into a Decision Room.
Profitual and CharliAI transform sensitive private-company information into governed, actionable intelligence for founders, boards, investors and the private-market ecosystem.
From investor readiness and board reporting to investor updates, competitive analysis and M&A, organizations can securely put their information to work without giving up control, traceability or accountability.
Private-Market Data Should Do More Than Sit in a Data Room.
Private companies already collect the information needed to understand their businesses, prepare for investors and communicate with stakeholders. The problem is turning that fragmented information into reliable intelligence without introducing new risk.
Profitual brings the financial and business intelligence. CharliAI provides the governed execution layer around it. Together, the platforms allow sensitive issuer information to become an active source of insight while maintaining control over how AI accesses information, what it can do with it, and how every resulting action can be traced.
"The combination of Profitual's domain-specific AI and CharliAI's governed control plane sets a new standard for what's possible in the private markets."
Centralize
Bring financial, operational, corporate and diligence information into a secure working environment.
Understand
Apply Profitual's purpose-built AI and financial intelligence to understand the business behind the documents.
Act
Generate investor-ready analysis, reports and workflows instead of simply retrieving documents.
Prove
Maintain policy enforcement, provenance, authorization and forensic evidence around AI activity.
From Secure Data to Governed Intelligence.
One governed intelligence flow from source information to decision-ready output.
- Financials
- Corporate Documents
- Market Information
- Operational Data
Secure Data Room
(Profitual)CharliAI Control Layer
Profitual Intelligence
Financial + Business Analysis- Investor Readiness
- Board Reports
- Investor Updates
- Competitive Analysis
- MD&A
- Strategic Decision Support
Intelligence Built Around the Private-Market Lifecycle.
From preparation to capital formation, deliver trusted insights at every stage.
Investor
Readiness
Continuously assess whether the company, financial model and supporting information are ready for diligence and capital formation.
LEARN MORE →Board
Intelligence
Transform current company information into board-ready reporting, analysis, commentary and decision support.
LEARN MORE →Investor
Updates
Generate consistent investor communications grounded in controlled source information rather than disconnected spreadsheets.
LEARN MORE →Competitive
Intelligence
Combine company context with external intelligence to understand positioning, market movements and competitive implications.
LEARN MORE →MD&A and
Management Reporting
Turn operating and financial information into structured analysis with source traceability and review built into the workflow.
LEARN MORE →Built for More Than a Single Company.
The same architecture that serves an individual issuer can support an entire private-market ecosystem.
Issuers
Prepare, understand and communicate company information.
Investors & Advisors
Accelerate analysis and diligence using trusted source material.
Private-Market Platforms
Embed controlled intelligence directly into issuer and investor workflows.
Market Infrastructure
Create scalable AI-enabled services around private-company information with policy, authorization and forensic traceability built in.
AI That Can Work With Sensitive Company Information. Under Control.
The problem is not giving AI access to more information. It is determining which AI can access what information, for what purpose, under whose authority, and what happens next.
Policy-Based
Access
Delegated
Authority
Protected
Data
Human
Approval
Workflow
Control
Source
Provenance
Runtime
Monitoring
Forensic
Audit
Put Private-Market Data to Work.
Profitual + CharliAI bring governed AI directly into the workflows where companies prepare, communicate, raise capital and make decisions.
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TRUSTED INTELLIGENCE
FOR WHAT'S NEXT.
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