AI for consulting teams

Your client's questions, already answered

Supercharge your project team and grow your organization. AI Analysts and Agents built for investment banking, diligence, consulting, restructuring and advisory project teams.

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Overview

Monday, 2 Sept · all projects

5

Active projects

23

Open tasks

8

Emails to answer

4

Meetings this week

Needs your review

3 of 8
  • Draft reply · Alpha Technologies FDD

    Working-capital peg question

    Draft readyReview
  • QoE analysis · Cargill — Margin Growth

    Section 3 exceptions, tied to the data room

    ReadyReview
  • Board pack outline · Project Tone Reorg

    Pre-read for Thursday's session

    DraftReview

This week · ontu drafted 14 replies, captured 4 meetings, indexed 61 files

Representative view — not a live screenshot.

Investment BankingDebt AdvisoryTransaction AdvisoryRestructuringConsultingFinancial Advisory
AI that doesn't need prompting

An always-on analyst that already knows every project detail

Every other tool waits for you to open it and ask. ontu works in the background — reading correspondence, checking it against everything the project knows, and having the answer ready before anyone writes a prompt.

  1. 01Arrives

    Work lands in the project

    An email, a captured call, or a question put to ontu — routed to the right project automatically.

  2. 02Drafts

    ontu prepares the answer before anyone asks

    It reads the thread, pulls from project documents, transcripts and prior answers, and writes a draft — citing what it used and flagging what it can't confirm.

  3. 03Reviewed

    Your team reviews, edits, and sends

    A person stays on every deliverable. ontu does the first pass; the team owns the decision and the send.

A closer look

One agent, many ways in

Any of three things can set ontu going. From there it works the same way every time — draw on everything the project knows, produce a deliverable, hand it to a person.

01Trigger

02The brain

Everything the project knows

EmailsTranscriptsMeeting notesProject scopeSOPsClient data filesProject templatesTask listChat history

Plus reasoning & external context

ClaudeChatGPTAzureWeb search

03Output

Draft email
Excel analysis
PPT report

Reviewed by a person, edited, then sent to the client or added to the project deliverables.

For example

A buyer's advisor asks about customer concentration. ontu drafts the reply, citing the three data-room files it used and flagging one figure it can't yet confirm.

Learning

Learns the way a new hire would

ontu doesn't arrive knowing your firm. You bring it up to speed the same way you would an analyst — with a role, a set of instructions, and feedback as the work goes.

Role profile

Describe how a project's work should be handled — scope, tone, what to escalate, what's out of bounds — and every draft follows it.

SOPs & instructions

Point ontu at your standard operating procedures and playbooks. It refers to them while it works, not just once at setup.

Feedback in the loop

Every edit your team makes to a draft is captured as feedback on that project's handling, so the next draft is closer.

You choose what carries over

Decide which feedback and instructions travel to new projects and which stay scoped to just this one.

Security

Financial data, handled like it

This buyer asks hard questions about data handling. The full posture — including our sub-processor list — is public.

No training on your data

Content sent to model providers for inference is never used to train their models.

Encrypted end to end

Data encrypted in transit and at rest; connected-mailbox tokens encrypted at the application layer.

GDPR & CCPA

Built to support your obligations under GDPR and CCPA.

ISO 27001 & SOC 2

Independent audits are on the roadmap. ontu is not certified yet, and we say so.

Analyst hours saved / project / month
25+ hrs

Analyst hours saved / project / month

From inbound to reviewed draft
< 8 hrs

From inbound to reviewed draft

Concurrent projects per analyst
3x

Concurrent projects per analyst

Correspondence captured in one place
100%

Correspondence captured in one place

Design-partner targets, not audited customer results. Methodology available on request.

Get started

See ontu on your next project

A short walkthrough with your deal team. No slideware, just the product on a real workflow.