On-device AI research companion for IB, PE, and credit analysts
Aissociate — A research companion for investment banking, private equity, and credit analysts
Aissociate recognizes what kind of work is in front of you — IB diligence, PE analysis, bond market research — and turns hours of browsing into a semantic journey graph, coverage/depth/thesis scoring, and an AI-drafted memo. Built for data rooms: the cap tables, LOIs, financial models, and diligence documents you're bound by NDA to protect never leave your machine.
Recognizes the kind of research you’re doing — investment banking diligence, private equity analysis, bond market research, and similar work — to build a local journey graph, score coverage, and draft memos.
A screenshot into a general-purpose chatbot, or a cloud "research assistant," puts confidential deal material in front of a third-party server — cap tables, LOIs, financial models, and diligence documents you’re bound by NDA to protect.
Who it's for
The kinds of moments Aissociate was actually built around.
Private equity analysts in a data room
Screenshotting a cap table or LOI for a note doesn’t risk exposing it beyond the deal team — nothing captured ever leaves the machine.
Investment banking analysts on live deals
Diligence research spread across dozens of tabs and filings turns into a journey graph instead of a pile of open tabs no one can retrace.
Credit & bond research analysts
Tracking source quality and thesis strength across a fast-moving credit story without losing the thread.
Equity research associates building a thesis
Getting an AI-drafted memo that pulls straight from the research they actually did, not a generic company overview.
Analysts working under NDA
Confidential deal material never touches a server, satisfying a compliance bar that a cloud research tool can’t meet by design.
Features
What Aissociate actually does, in depth.
Passive research capture
Toggle a research session and every page you visit is analyzed in the background — no manual note-taking or tab-hoarding required.
Research journey graph
Turns hours of browsing into a semantic map of the themes, entities, and questions your research actually followed — not just a URL history list.
Coverage, depth, source-quality & thesis scoring
Four running scores show what's thin, what's well-sourced, and what you haven't investigated yet.
AI-drafted investment memo
Generates a company overview, market analysis, competitive landscape, risks, and open questions directly from your research journey.
Research Q&A assistant
Ask "why did I think this company was interesting?" or "what contradicts my thesis?" and get an answer grounded in your own session, not generic web knowledge.
Local-only research storage
Research content never syncs to a server, by design — a stated privacy and compliance property for analysts handling material non-public research, not a limitation.
Pricing
One Gethen Intelligence account. Upgrade or downgrade any time.
- Passive research capture & journey graph
- Coverage / depth / source-quality / thesis scoring
- AI-drafted investment memo
- Research Q&A assistant
- Local-only storage, no cross-device sync
Aissociate vs. the cloud-AI alternatives
A feature-by-feature look at how Aissociate compares to well-known tools in the same category.
| Product | Local-only storage | Passive, continuous research capture | AI-drafted memo from your own browsing | No data-integration lock-in |
|---|---|---|---|---|
| Aissociate | ✓ | ✓ | ✓ | ✓ |
| Bloomberg Terminal | ✕ | ✕ | ✕ | ✕ |
| AlphaSense | ✕ | ✕ | ✕ | ✕ |
| Tegus | ✕ | ✕ | ✕ | ✕ |
Comparisons reflect each product’s publicly marketed capabilities as of 2026 and may change as vendors update their offerings.
Frequently asked
Questions specific to Aissociate. See the catalog-wide FAQ for account and billing basics.
Does Aissociate sync my research to a server?
No. Research content — the journey graph, scoring, and memo drafts — is stored locally only, by design. This is a stated privacy and compliance property, not a missing feature, since it never gets sent anywhere to be generated.
Does it replace Bloomberg Terminal or AlphaSense?
No — those are data and search platforms. Aissociate is a passive companion that reasons over your own browsing session specifically, turning the research you're already doing into a journey graph, scores, and a memo draft.
Is there a free tier?
No — Aissociate is priced as a single professional tier ($149/mo), reflecting its target user (individual investment analysts) rather than a consumer product with a capped free plan.
How does the AI-drafted memo stay grounded in my actual research?
The memo generator only draws from your session's journey graph — the pages, themes, and entities you actually visited — rather than pulling in outside knowledge the way a general-purpose chat assistant would.
More from Gethen Protocol
One account, every extension.
A note on accuracy: Aissociate runs its AI reasoning on-device — nothing is sent to a server to get an answer. On-device AI is not guaranteed to be accurate, complete, or even correct — summaries, deal judgments, extracted information, substitution suggestions, memos, and detections can be wrong, incomplete, or missed entirely. Treat every AI-generated result as a starting point, not a final answer, and verify anything sensitive, financial, medical, legal, or otherwise high-stakes yourself before acting on it.