One Room per Deal, Nothing Outside It
Build a dedicated collection per deal, per name, or per project. The AI treats the room as its entire analysis universe and answers only from the material you put in it.
Fill the room from wherever the material lives
Upload files, pull SEC and SEDAR filings and earnings call transcripts from AllMind's corpus by ticker, document type, and date range, or sync Google Drive and OneDrive folders. Connect Snowflake, Databricks, or S3 through scoped access and AllMind queries your warehouse where it lives; nothing is copied out.
Ask across all of it, at any scale
Answers are scoped to the room and cite the exact documents they draw on, so every claim can be checked against the source. The workflow is the same whether a room holds a dozen documents or tens of thousands. Notes and team sharing keep the work in one place.
What teams build
Rooms are quick to create and can be shared across the team. Most follow one of a few patterns.
A diligence room per deal
Stand up a room for each live process, load the target's materials next to its public filings, and keep every question scoped to that deal from first look to close.
A coverage library per name
Collect the filings, transcripts, and internal notes on a company in one room, then query the full history when the story changes.
An expert-call archive
Keep call transcripts together and ask what experts have said about a company, a competitor, or a channel over time.
Internal work next to market documents
Put your own memos and models in the same room as SEC filings and earnings transcripts, so answers reflect both the public record and your team's view.
A quarterly room that keeps growing
A standing collection that accumulates as new filings and transcripts arrive, ready for the same questions each earnings season.
Every part of AllMind works from the same indexed documents and live market data. Move from a search to a grid to a finished report without leaving the terminal.
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