coverage
92%
+4.2%
CONSULTING
Strategic insights, delivered at light speed.
Transform client engagements with AI-powered analysis that processes complex business data in real-time.
CONSULTING Command View
analystagenticverifiedfast
Signal curve
sync 0sconfidence
96%
+1.1%
Lane control
Scenario matrix
Alert stack
Cross-reference completedhigh
Forward guidance extractednormal
Outlier resolvednormal
Module stack
kpisheatmaptabsqueue
Management consultant workflows driven by Agents.
Deliver premium strategic output faster while keeping analytical rigor and client context.
Rapid Market Analysis
reviewerprecisiontraceableadaptive
Signal curve
sync 0scoverage
88%
+2.9%
confidence
93%
+0.8%
Lane control
Scenario matrix
Alert stack
Extraction lane optimizedhigh
Scenario branch mergednormal
Signal heatmap updatednormal
Module stack
trendtimelinequeuealerts
Rapid Market Analysis
Deliver industry analysis, market sizing, and competitor intelligence in hours instead of weeks so consultants focus on strategic recommendations.
Client-Ready Deliverables
reviewerprecisiontraceableadaptive
Signal curve
sync 0scoverage
88%
+2.9%
confidence
93%
+0.8%
Lane control
Field extraction
Revenue86%
EBITDA87%
Net debt88%
Runway89%
Schema lanes
Module stack
kpistrendtimelinetabs
Client-Ready Deliverables
Generate executive-ready presentations, strategy documents, and frameworks in your firm's template automatically.
Scalable Expertise
executiveportfoliotimelyclear
Signal curve
sync 0scoverage
85%
+3.6%
confidence
91%
+1.7%
Lane control
Connected systems
CRMsynced
Data roompending
BI suitesynced
Task boardpending
Pipeline
Module stack
kpistimelinequeuealerts
Scalable Expertise
Run multiple client engagements with consistent quality and context-aware insight while teams focus on high-value advisory work.
“With Equitista it's not just about reading financial documents or connecting to tools — it's freeing up time. Our most intelligent people can accomplish the most intelligent tasks, liberated from repetitive work.”
Expect value delivered in the first 5 minutes.
Start solving real problems from day one. No training needed. Immediate value to your team and firm.
Empirically Derived Benchmarks
analystagenticverifiedfast
Signal curve
sync 0scoverage
92%
+4.2%
confidence
96%
+1.1%
Lane control
Scenario matrix
Alert stack
Cross-reference completedhigh
Forward guidance extractednormal
Outlier resolvednormal
Module stack
kpisheatmaptabsqueue
Empirically Derived Benchmarks
Compare deal metrics against industry standards while you focus on investment strategy and positioning. We benchmark every retrieval, every document type, and every report generated.
Outputs You Can Trust
reviewerprecisiontraceableadaptive
Signal curve
sync 0scoverage
88%
+2.9%
confidence
93%
+0.8%
Lane control
Field extraction
Revenue86%
EBITDA87%
Net debt88%
Runway89%
Schema lanes
Module stack
kpistrendtimelinetabs
Outputs You Can Trust
Generate verified due diligence reports with institutional accuracy while you concentrate on deal execution and value creation.
Agent Integrations (Lattice)
executiveagenticverifiedfast
Signal curve
sync 0scoverage
92%
+4.2%
confidence
96%
+1.1%
Lane control
Connected systems
CRMsynced
Data roompending
BI suitesynced
Task boardpending
Pipeline
Module stack
tabstimelinequeuealerts
Agent Integrations (Lattice)
Connect with your existing systems while focusing on relationship building and strategic decisions. Bring your favorite tools into your workflow instantly.
Multi-Modal Support
analystprecisiontraceableadaptive
Signal curve
sync 0scoverage
88%
+2.9%
confidence
93%
+0.8%
Lane control
Input channels
PDF73%
Spreadsheet75%
Audio77%
Video79%
Fusion output
precision
traceable
adaptive
Module stack
kpisheatmapqueuealerts
Multi-Modal Support
Process all document formats instantly — audio, video, PDF, CSV, Excel, and image files — with no manual format handling.
SECURITY
No compromises. We breathe security and privacy.
We are pursuing SOC Type II certification for institutional-grade data management. Your data belongs to you — we never use it for model training.
SOC2
GDPR
Encryption
Security telemetry
SOC workflow activeEncryption health
95%
Governance
92%
Active anomalies
6
Audit trail
Policy scan complete
Access diff complete
Encryption audit complete
Protection pressure
SAML sync check queued
Token expiry simulation queued
Role escalation boundary queued
Zero critical breachesrefresh 0s
FAQ
Answers for teams evaluating Equitista
Built for high-accuracy financial workflows with practical onboarding.
Lattice by Equitista is built ground-up with compliance by design. Our focus on comprehensive document analysis and industry-specific data processing is central to our quality standards.
We abstract most prompt complexity away from users. Teams focus on goals and workflow context while our system orchestrates retrieval, extraction, and reporting tasks behind the scenes.
We support staged integrations into existing analyst and deal workflows. Teams can adopt progressively, starting with document ingestion and reporting, then expanding to broader process automation.
LET'S GET STARTED
Built for finance — strategic insights delivered at agentic speed.
Bring deeper analysis to every engagement while reducing repetitive research and documentation overhead.