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Ask Rounic

Know what your firm already knows.

A permission-aware research surface across everything your firm has authorised you to see — deals, memos, models, diligence, meeting notes, and portfolio history. Ask in plain language. Get an answer with its sources beside it.

What people actually ask it

Show every HVAC-services deal we looked at since 2020.
Why have we passed on vertical-software businesses with >15% customer concentration?
What did we believe about physician-practice rollups at the end of 2023?
Which historical deals are most similar to Project Atlas, and why?
What evidence contradicts the current Atlas thesis?

Scoped to the question

Point the query at exactly the corpus that matters.

  • This deal, selected deals, a strategy, the portfolio, or the whole firm history
  • An as-of date, to reconstruct what the firm believed at a past decision point
  • Source-type filters when only the primary documents count

Evidence beside the answer

Every material statement carries a citation you can open without leaving the page.

  • An evidence rail listing each source version used
  • A "how this was assembled" panel showing the retrieval path
  • Inference clearly separated from what a source actually states

Permission-aware by construction

Retrieval inherits the permissions of the underlying source systems.

  • A user never sees a snippet from a document they could not open directly
  • "No result" is phrased so it cannot leak the existence of restricted material
  • Derived answers stay tainted by the permissions of every source behind them

Answers that become assets

Useful work should not evaporate when the tab closes.

  • Save an answer as research, pinned to the exact source versions used
  • Share, export, or attach it to a deal
  • Flag it: correct, incorrect, missing source, stale, or a permission concern

When the evidence does not support an answer, Rounic abstains and says so, rather than producing a fluent guess.

See Ask Rounic on your own deal history.

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