Associum: Your AI Associate for Professional Work

What Associum Does BETTER

The Quality Your Clients Expect. In Minutes, Not Hours.

From data to finished document - sourced, structured, and accurate. Delivered for your final review by Associum.

Quantitative Analysis

Analyse data, build models, and produce structured outputs from raw inputs. One environment, no need to switch apps.

Deep Research

Commission research across any topic. Get structured, accurate, cross-referenced theses — ready to sign off, not rebuild.

Knowledge Base

Every document you process becomes part of your private, searchable knowledge base. Surface prior analysis, precedents, and firm context from past engagements in seconds.

Report Automation

Generate IC memos, board packs, compliance reports, and client briefs using our templates or plain language prompt. Output to your firm's exact standard.

Integrations

Associum integrates with your preferred data sources and applications via their Model Context Protocol ("MCP") servers. Choose from our existing integrations or easily add your own.

and more

HOW IT WORKS

From Scope to Send

No switching between applications. No rebuilding deliverables from text. Associum makes the final draft, you provide your insights.

STEP 01

Connect Your Data

Link your data room, upload documents (PDFs, 10-Ks, contracts, research decks), or paste a URL. Associum ingests and indexes your inputs immediately.

STEP 02

Define the Scope

Describe the analysis, research, or models you need in plain language. Associum runs the work across your entire document set and returns structured, sourced outputs.

STEP 03

Review and Sign Off

Select a template or describe what you need. Associum generates your memo, board pack, compliance report, or client brief, in a near-final draft for you to edit on the app and send to clients.

Sample Outputs

See What Associum Can Build

Turn your work into finished deliverables. Documents, presentations, and spreadsheets — generated directly on the platform, in one click.

Finance

Equity Initiation Report

Consulting

Strategy Transformation Deck

Accounting

Standards Conversion

Compliance

Regulatory Change Brief

Built for Your Industry

Calibrated to your work. Built to your standards

Finance

Faster analysis, greater conviction.

Screen a new investment in 4 minutes, from first document to sourced investment thesis.
Build an IC memo, research report, or pitch book to IC-ready standard in under an hour.
Run DCF and LBO scenario models directly from raw financials, no manual build.
Analyse hundreds of deal documents to surface risk, gaps, and investment signals.

Consulting

Accounting

Legal & Compliance

The Associum Difference

Associate creates the deliverable.You make it your own.

8 hours →
10 minutes

Hours of production become minutes of review.

Accuracy first

Every output sourced, cited, and defensible.

Ready on day one

Open it. Use it. No complicated set-up required.

Scalable
data

Upload and access all of your docs.

Security & Compliance

Security at Enterprise Standards

We never train our models on your data. Everything is encrypted, permissioned, and monitored — across every plan, from day one.

Privacy Guaranteed

No Model Training

Nothing you upload is ever used to train any AI model — including ours and our providers. This applies to every plan, including free.

Security by Design

Encrypted at Rest and in Transit

All data protected end-to-end with AES-256 encryption at rest and TLS 1.2+ in transit. Encryption keys managed independently — no unauthorized access.

Zero Retention

Your Data Stays Yours

Zero data retention policy wherever possible. Your documents, questions, and outputs do not persist on any provider's infrastructure after processing.

Access Control

Granular Role-Based Permissions

Define exactly who can see, edit, or export within your workspace. Enterprise-grade firewall and cloud security across all plans.

ISO 27001

SOC2 Type II

Associum delivers results that are ready to use, not reformat.

Start working with your new AI associate for free.

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Associum: The AI Associate for Professionals