CoAgentorFinance
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DealRoom
DealRoom is a real-time AI agent for financial analysts and investment professionals running investment committee calls, portfolio reviews, and deal evaluation sessions. When a committee member challenges a valuation assumption, asks for a comparable transaction, or questions a market size figure, the agent retrieves the relevant data live — keeping the discussion moving without anyone breaking to search a spreadsheet. It tracks every question raised, logs unresolved data requests, and flags when discussion reaches decisions that need formal documentation. The live meeting AI built for investment teams that make high-stakes calls in fast-moving rooms.
FinanceInvestmentAnalystData Retrieval
What this agent does
- Retrieve live deal data, comps, and market figures during committee calls
- Surface valuation context and benchmark comparables in real time
- Track unresolved data requests and open questions as they arise
- Flag when discussion reaches decision points requiring formal documentation
- Log the full decision trail and supporting data cited during the session
Connected data sources
AirtableGoogle DriveSalesforceNotion
Best for
- Investment committee deal evaluation calls
- Private equity portfolio review sessions
- Venture capital investment decision calls
- M&A deal team due diligence review meetings
- Credit committee loan approval calls
Deploy this agent
Launch the DealRoom in your Google Meet calls in minutes. No engineering required.
Get Early Access →