Bobby builds AI agents for financial services firms, automating workflows, accelerating analysis, and improving decisions.
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Every buyer, always current.
Replies, calls and NDAs flow into one buyer universe. You approve every change.
Watching e-mail & Teams
Inbox 11
Selected e-mail
RE: Project Orion
Dear Claire, dear Alex,
Thanks for reaching out. We would be interested in discussing the opportunity. Could we schedule a call next week?
Best regards,
Nicolas Ferrand
Project Orion · Buyer universe
Majority sale · HVAC services, Lyon
Approved · Heliade Capital Call requested: 4 of 4 changes approved
The process today
32 buyers. 1011 engaged, 2 under NDA.
The teaser went to 1617 buyers from 17 Sep. 1213 have replied: 1011 are engaged and 2 declined. 4 introduction calls are held or booked.
Potential update detected · Heliade Capital E-mail received at 08:12 · Matched by: Known contact e-mail
Needs your review ApprovedSuggested changes
RE: Project Orion (a reply from Nicolas Ferrand, 25 Sep)
We would be interested in discussing the opportunity.
Could we schedule a call next week?
Could we schedule a call next week?
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SharePointConnect your team’s communications, files, market intelligence, CRM, and internal systems. Bobby brings everything together so your agents can work with the full context of your business
Read contracts, reports, decks, spreadsheets, and other financial information. Bobby turns complex data into structured insights you can act on
Turn analysis into production-ready outputs using your existing templates. Bobby creates editable slides, one-pagers, memos, and tables that your team can review, refine, and export
Move from insight to action. Bobby prepares the next steps, routes work to the right people, and executes approved workflows across your existing systems
The demo holds one sell-side and one buy-side mandate. Open either and work through it.
Sell-side · Project Orion
Built from the mandate and kept current from buyer replies, NDAs, calls and deal-team messages.
Buy-side · Project Atlas
From a partner’s mandate to an approved, source-backed target list.
Client data is never used to train models.
Every update is a proposal, shown with the sentence behind it.
Bobby can run inside your own cloud or tenant.
Explore how AI agents can work alongside your team and move your business forward.