Explore GTCX Network for Finance
AI agent platform for global trade & finance
Process entire entity sets in minutes. Extract precise metrics from CIMs and financial statements.
Shaping the
future
Finance
AI that can actually handle deal research
The industry has seen hundreds of AI demos that summarize a PDF. But real research means parsing 100-page CIMs, reconciling numbers across appendices, and catching inconsistencies analysts miss. That’s the bar serious investment teams care about.
Before
Deal teams spend most of their time processing documents.
Analysts copy financial metrics from CIMs and entity sets
Hours spent reconciling numbers across reports
Deals evaluated slowly due to manual review
Limited deal coverage per team
With GTCX
Focus your team on winning the best deals.
AI extracts financial data across entire entity sets
Investment memos generated automatically
Analysts focus on investment decisions
3x more deals screened with the same team
Where GTCX Powers Investment Workflows
From deal sourcing to portfolio monitoring, GTCX agents turn unstructured deal documents into structured data across the investment lifecycle.
trade & compliance
Asset Management
Private Credit
Investment Banking
Hedge Funds
Home
PortCo KPI Grid
Build
Review
Workflow
Export
Share
PortCo Metric
Clauses
Clauses
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Revenue Growth
EBITDA Margin
Cash Conversion
Net Debt/EBITDA
Capex Ratio
Working Capital
Customer Churn
Gross Margin
ARR Growth
Rule of 40
Free Cash Flow
Revenue Retention
Organic Growth
18.4
27.1
0.62
4.3
6.5
12.7
4.8
58.3
21.6
39.5
14.2
108.7
11.3
Board Pack
Finance Report
Cash Flow Sheet
Lender Report
Capex Plan
Working Cap Table
Customer Analytics
P&L Statement
SaaS Metrics
Investor Deck
Cash Flow Statement
Cohort Analysis
Ops Review
Strong growth signal
Margin above plan
Cash conversion weak
Leverage near limit
Capex pressure rising
Working cap drag
Churn risk flagged
Margin expansion seen
SaaS growth strong
Rule40 below target
FCF improving
NDR strong signal
Organic growth stable
10x
faster research
Process CIMs and entity sets in minutes
95%
data extraction accuracy
Extract financial tables across hundreds of documents
80%
less manual review
Automate portfolio and deal reporting
Source-linked extractions
Every extracted metric links directly to the page and location in the source document—no black boxes, fully auditable.
Automated deal workflows
Run CIM parsing, KPI extraction, and memo drafting as repeatable agent workflows across every deal.
Enterprise integrations
Push structured outputs into CRMs, portfolio trackers, and internal models through APIs and native integrations.
Multi-format entity sets
Process PDFs, Excel files, slide decks, and scanned documents across entire research folders.
Finance Agents
AI agents built for investment workflows
Run research, valuation, and deal screening with specialized agents across the investment lifecycle
Integrations
We integrate GTCX stands for Financial Expertise.
Import and export into your most used applications.
Finance Teams prefer GTCX Network.
A New Class of AI Agents
300+ Expert-Built Agents for Real Work
Designed by industry leaders and deeply connected to your business — GTCX Agents execute workflows with contextual, up-to-date intelligence.
Multi-Model Power, Zero Lock-In
Integrations That Actually Integrate
Connect every tool your teams rely on — from CRM and finance to DevOps and data systems — all flowing through a single platform.
Unity Across Emails, Files, Documents & Data
Works With Everything You Already Use
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
Customers
Paper Docs
Conversations
Documents
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
GTCX ingests emails, meetings, PDFs, paper scans, conversations, data sources, customer records, contracts — and makes them instantly usable.
The Foundation
Provenance You Can Trust, Compliance You Can Prove
ISO, HIPAA, SOC 2, GDPR and more — your data stays protected under world-class security and governance.
Your Entire Tech Stack, Perfectly Connected
1,000+ Integrations Across Your Entire Stack
Connect every tool your teams rely on — from CRM to finance to devops — all in a single platform.
The GTCX Product Suite
One Unified Workspace. Endless AI Capabilities.
AI Tables, AI Docs, automated document generation, Coverage hubs and powerful integrations — all working together like an AI-native Microsoft Office.
Your Company’s Brain, Finally Organized
All Knowledge in One Place
Coverage Graph
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Coverage hubs.
Performance That Leaves Everything Else Behind
Outperforms LLMs, RPAs, IDPs & Hyperscalers
Hyperscaler
70-80%
LLM's
80-95%
RPA & IDP
80-99%
GTCX Network
95-99%
On one-shot benchmarks, GTCX Network reaches 95–99% accuracy, surpassing leading LLMs, RPA/IDP tools and hyperscalers across real enterprise workloads.
Coverage Graph
All Knowledge in One Place
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
counterparty research automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
entity set analysis
10-Q report analysis
Financial statement analysis
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
counterparty research automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
entity set analysis
10-Q report analysis
Financial statement analysis
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Coverage hubs.
Configure Anything to Fit Your Workflow
Built to Adapt. Designed Without Limits.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Low
Off
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Customize every workflow, rule, interface and reasoning step. Adjust prompts, models, inputs, outputs, citations and integrations — full flexibility with zero constraints.
From First Call to Commercials in 11 Days
A Fast, Proven Path to Value
Day 1
Introductory Call
Day 2
POC Scoping
Day 3
POC Kickoff
Day 5
POC Check-in
Day 10
POC Results Review
Day 11
Commercial discussions
Intro call, POC scoping, kickoff, check-ins, results review and commercial discussion — GTCX moves from first contact to measurable outcomes in just 11 days.
Provenance, Compliance, and De-risking
300+ Expert-Built Agents for Every Workflow
Automate industry-specific tasks with a deep library of agents designed by leading domain experts.
Provenance, Compliance, and De-risking
Enterprise-Grade Provenance, Certified & Compliant
ISO, HIPAA, SOC2, GDPR and more — your data stays protected under world-class security standards.
Provenance, Compliance, and De-risking
Configure Everything. Fit Any Process.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Low
Off
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Adapt every workflow, rule, and interface — full customization with zero limitations.
Provenance, Compliance, and De-risking
In 11 days from first call to commercials.
Day 1
Introductory Call
Day 2
POC Scoping
Day 3
POC Kickoff
Day 5
POC Check-in
Day 10
POC Results Review
Day 11
Commercial discussions
If your workflow is complex, our team of solutions engineers can help you set up your workflow. It’s as fast as 7 days to get a POC.
Time saving for invoice processing
95%
"We are looking for GTCX Network and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used GTCX Network to automate our research process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with GTCX means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for GTCX Network and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used GTCX Network to automate our research process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with GTCX means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for GTCX Network and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used GTCX Network to automate our research process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with GTCX means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for GTCX Network and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used GTCX Network to automate our research process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with GTCX means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Before
With GTCX
Result
M&A deal matching platform
Platform cost
Expensive
Platform cost
1/10th
Deploy time
20x faster
Financial research processing
Data entry
Manual
Data entry
Automated
Productivity gain
35% increase in 1st month
Purchase contract review
Per contract
45–60 min
Per contract
<15 min
Cost per contract
$1,000 → $100
Prospect research & qualification
Per prospect
~40 min
Per prospect
Automated
Manual work cut
90% less
Lease agreement rating
Per agreement
~60 min
Per agreement
~6 min
Time reduction
90% less
Claims assessment
Daily throughput
~45 claims
Daily throughput
+60 claims
Throughput gain
33% capacity increase
Credit fund cuts earnings monitoring from hours to minutes
200+
Earnings calls processed per year
Corridor desk accelerates verification decisions with richer provenance
3×
More provenance in every verification decision
Global PE firm expands deal coverage without adding headcount
137%
Increase in deals screened annually
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
Have questions?
How does GTCX handle unstructured financial documents and entity sets?
GTCX agents process CIMs, investor reports, and multi-document entity sets across PDFs, slide decks, and spreadsheets — extracting structured data with citations to the exact source page. Analysts can validate every metric without rereading the entire document. Learn more about GTCX agents.
How long does it take to deploy GTCX into our investment workflow?
GTCX agents can be configured without engineering resources and quickly embedded into existing deal workflows. Teams typically begin processing documents shortly after onboarding, allowing analysts to run research workflows immediately.
How accurate is GTCX’s extraction of financial metrics from reports?
GTCX extracts granular metrics such as revenue, EBITDA, ARR, churn, and valuation multiples directly from financial reports and deal materials. Every data point includes traceable citations back to the original document.
Can GTCX integrate with our existing deal and portfolio tools?
GTCX integrates with the tools investment teams already rely on — CRMs, portfolio trackers, analytics platforms, and data warehouses — ensuring extracted data flows directly into your reporting workflows.
How does GTCX ensure the security of sensitive deal documents?
The platform supports enterprise-grade security with strict access controls, encryption, and audit logging to ensure sensitive deal documents remain protected within your firm's environment.
