Demos and Use Cases

Zillion's AI analyst can automate financial modeling tasks for your investment firm. In this example we load a deal memo to our AI and ask it for a LBO model. The AI is able to read through the memo in a few seconds, identify the key variables it needs and generate a full LBO model. This AI investment analyst also lets us know the process it took and any assumptions it made, so we can easily spot check the model or make any adjustments to these assumptions.

The AI can take any documents and any template you give it and automate the data retrieval, making it extremely customizable for your workflow.

Faster and deeper investment insights for for professional investors. The Zillion AI analyst enables this by allowing you to get information from thousands of issuers and from the most reliable data sources.

With one sentence you can better understand private markets, the economy, investments and have sources and visuals to back up your research. The Zillion AI analyst is allowing you to efficiently conduct investment research.

You may have spent hours flipping through large CIM's to find key pieces of information or trying to consolidate information across all the documents. Now you can accelerate your due diligence on private investments by using AI analysts. Use the Zillion AI analyst to quickly go through 100's of pages and reach investment decisions faster.

The documents you provide are never saved on our side so you don't need to worry about us storing confidential information. The output from the AI is stored for you to interact with in the app, and can easily be deleted on your end as well.

In this video, we use AI to retrieve NVDA's 10-k and also pull in key stock market information to assess NVDA as an investment.

You can enhance your investment research with AI and speed up your investment process by automating the tedious aspects of gathering data from SEC filings. Access the data you need with a single prompt and receive unique visualizations and analysis of the data from the AI.

Here is a video showing how Zillion's AI analyst can automate financial modeling for your investment firm. In this example we load a deal memo to our AI and ask it for a discounted cash flow model. The AI is able to read through the memo in a few seconds, identify the key variables it needs and generate a full DCF model. This AI also lets us know the process it took and any assumptions it made, so we can easily spot check the model or make any adjustments to these assumptions.

We then have our AI generate a basic PowerPoint presentation for us so from this model.

In this video we show you how we can easily pull in some of the key housing market indicators (new & existing home sales) and then let the AI determine if the real estate deal we provide is a good investment opportunity. With the AI’s access to key indicators and ability to research markets, the Zillion AI analyst can accelerate due diligence on real estate investments.

You don't have to wait all night for a coworker to update your presentation slides and you don't need to start your presentations from scratch. Use the Zillion AI analyst to automate PowerPoint presentations and updates, so you can focus your time and energy elsewhere.

Watch our AI analyst conduct research on the oil and gas sector, value three stocks in this sector and update a spreadsheet with this information. Our AI has access to public information such as stock prices and financial reports which it uses to value companies.

Our AI has access to financial statements and public information for companies. With this information, it can conduct free cash flow valuations and provide the estimated intrinsic value for an investment. The AI analyst also has many different ways it can generate required rates of return, WACC, and growth rates which all go into these valuation assumptions.

The first version of our AI investment analyst for financial firms. This video show the AI updated a spreadsheet with portfolio exposure information, conducting mean variance optimization, and conducting a simple portfolio review on the holdings in a portfolio.