The intelligence layer
for Private Equity.
One place to understand, decide, and act. Connect data, retain context, remember decisions, and track actions across your portfolio companies.
Everything you need to
unlock your data.
A complete AI platform for enterprise data orchestration. Connect, query, automate, and analyze.
AI Agents
Create custom AI agents for specific tasks. Pre-built templates for Data Analysis, Document Management, Research, and more.
Natural Language Chat
Query your business data in plain English. No SQL, no DAX, no complex queries needed.
Automated Workflows
Build visual workflows with AI decision points. Schedule reports, sync data, send alerts automatically.
Multi-Model AI
Choose from Claude, GPT-4, GPT-5, or Gemini. Switch models per conversation for optimal results.
Pre-built Agent Templates
Get started instantly with specialized AI agents
One place to understand,
decide and act.
ONETENT connects data, documents, and decisions across your business. Context is retained, decisions are remembered, and actions are tracked to outcomes.
Memory
Shared institutional knowledge, decisions, and context.
Metrics
Decision-grade data with consistent definitions and lineage.
Reasoning
AI-supported analysis and judgement grounded in data.
Actions
Execution and automation across operational systems.
Context
The "why" doesn't reset - context persists across cycles.
One operational experience,
different views.
Role- and decision-context views over the same intelligence layer. Ask questions, review metrics, make decisions, trigger actions - all without leaving ONETENT.
Executive
Outcomes & trade-offs
Finance
Revenue, margin, cash
Sales
Renewals & pipeline
Operations
Capacity & delivery
HR
People & org
Fund
Portfolio insights
AI agents for everybusiness function
Purpose-built AI agents that understand your industry, your data, and your workflows
Finance
Sales
Operations
Engineering
HR
Legal
Back Office
Fund/Portfolio
Executive
One platform,
endless possibilities.
Power BI Analytics
Query your Power BI reports and dashboards using natural language. Get instant insights without writing DAX.
SharePoint Document Search
Search across all SharePoint sites, read documents, and extract information from contracts and reports.
Database Queries
Connect to PostgreSQL, MySQL, Snowflake, or MongoDB. Query data without writing SQL.
Email & Calendar
Search emails, schedule meetings, send reports automatically. Deep Outlook and Gmail integration.
Development Tools
Search code repositories, manage issues, track projects. GitHub and Jira integration.
CRM & Sales
Access Salesforce and HubSpot data. Get customer insights and pipeline analytics.
Document Studio
Transform AI responses into editable documents. Export to SharePoint, share with team, or send via email.
AI Workflow Builder
Create automated workflows with natural language. Visual editor with triggers, conditions, and actions.
Show me Q4 ARR movement breakdown
Q4 2024 ARR Movement Analysis:
ARR Waterfall
Q4 2024 Movement
Start
$3.2M
New
+$1.1M
Expand
+$0.7M
Churn
-$0.2M
End
$4.8M
Power BISalesforce
ONETENT on the goAlways at your fingertips
Access your AI assistant anywhere. Query your business data, manage workflows, and stay connected with your team from your mobile device.
Chat Anywhere
Full AI chat on mobile
Push Notifications
Stay updated in real-time
Secure Access
Biometric authentication
Fast & Responsive
Native performance
Meet Your AI Team
Purpose-built AI agents for Private Equity workflows. Deploy in minutes, customize to your fund.
Portfolio Analyst
Portfolio performance tracking and valuation insights
- IRR/MOIC tracking
- Valuation analysis
- Exit modeling
Deal Flow Manager
Pipeline management and deal sourcing intelligence
- Deal tracking
- Market mapping
- Competitor analysis
FP&A Assistant
Financial planning, budgeting and forecasting
- Budget variance
- Cash flow forecast
- KPI dashboards
Due Diligence Bot
Automated due diligence and risk assessment
- Risk scoring
- Red flag detection
- Compliance check
Board Prep Agent
Board meeting preparation and materials
- Deck generation
- KPI summaries
- Action tracking
Talent Intelligence
Leadership assessment and org optimization
- Org analysis
- Succession planning
- Talent mapping
LP Relations
Investor reporting and communication
- Quarterly reports
- Capital calls
- IR materials
Market Research
Industry analysis and market intelligence
- Sector trends
- Competitive intel
- Market sizing
+ 80 more specialized PE agents available
Explore All AgentsConnect your entireenterprise ecosystem
One-click OAuth connections to 14+ enterprise tools. Your data stays secure with end-to-end encryption.
Integration Categories
Get started inthree simple steps
Transform how your team works with data in minutes, not months
Connect your tools
Securely link SharePoint, Power BI, Salesforce, databases and 14+ other enterprise tools with one-click OAuth authentication.
Choose your AI agent
Select from pre-built agent templates for data analysis, document management, or create a custom agent tailored to your specific needs.
Ask & automate
Query your data in plain English, build automated workflows with visual editor, and get actionable insights instantly.
No credit card required • 14-day free trial
Enterprise-grade security
Your data stays secure with SOC2 compliance, end-to-end encryption, SSO integration, and comprehensive audit logging. Built for the most security-conscious enterprises.
AI & Business Intelligence Blog
Expert perspectives on AI, machine learning, and how technology is transforming business intelligence.
Ready to get started?
Request a demo or contact our sales team to learn more.