Investment research
Research public filings and economic data alongside internal memos and models.
01 / Governance
Local controls over exactly what AI can do
Choose which model can see each file before any model processes your documents. Access rules are enforced by our system architecture, not just more prompts. Agents go through you, and have no direct access to your files or your machine.
Choose the boundary
Block AI access, keep it local,
or allow approved cloud agents.
Set defaults, with exceptions
Apply a default policy and adjust
it for individual files or folders.
Keep permissions attached
Access rules follow files when
they move or are renamed.
Control your data.
Trace your findings.
See the evidence
Inline citations identify the document, section, and paragraph.
Open the original
Link an answer to its local file or online source.
Check the context
See the observation time and completeness of each retrieved result.
02 / Provenance
Every finding is backed by evidence
Trace every finding to the exact passage in your documents or the original source filing. Persephone attaches provenance during retrieval and generation, so evidence is part of every AI result.
03 / Integration
Copying into chat isn't automation
Give analysts an integrated workspace for documents, research, reporting, and repeatable workflows.
Regulatory filings
Research & news
X
Spreadsheets
W
Deal documents
T
Email & calendar
Team files
Persephone
Ask anything...
Here's what I found.
Every answer traces back to its exact source, down to the page and paragraph.
Show all sources
04 / Choice
Choose the right model for each task
Use your existing AI subscriptions and API keys. Work with a local model for sensitive documents and a cloud model for broader research, all within the same session.
Bring your existing subscriptions and keys
Works with Ollama, Anthropic, OpenAI, Gemini, DeepSeek, and more.
Connect your workflow
Use MCP to connect Persephone with other AI tools.
Keep control of your keys
Your API keys stay on your machine.
USE CASES
Automation for where
the stakes are high.
A focused research environment for analysts at hedge funds, private equity firms, and family offices.
Due diligence
Review deal materials with need-to-know controls across the team. Keep sensitive documents local, with policies enforced before processing begins.
Compliance and regulatory
Keep a clear record of what information was used, where each claim came from, and which access rules applied.
EARLY ACCESS
Start benefiting from AI
on your terms.
We’re inviting a select group of investment teams
to join our early access program.
