
Decisional AI is an AI agent designed for financial analysts, streamlining qualitative research and due diligence processes. It leverages advanced AI technology to generate documents and spreadsheets by pulling insights from various public and private data sources, significantly reducing manual tasks and improving accuracy. The platform supports multiple advanced language models and is tailored for financial service firms, enhancing their operational efficiency and decision-making capabilities. With features like living AI memos and magic tables, Decisional AI positions itself as a valuable tool for finance professionals, saving them time and effort in their workflows.

Decisional AI is an AI agent designed for financial analysts, streamlining qualitative research and due diligence processes. It leverages advanced AI technology to generate documents and spreadsheets by pulling insights from various public and private data sources, significantly reducing manual tasks and improving accuracy. The platform supports multiple advanced language models and is tailored for financial service firms, enhancing their operational efficiency and decision-making capabilities. With features like living AI memos and magic tables, Decisional AI positions itself as a valuable tool for finance professionals, saving them time and effort in their workflows.
What: Spreadsheet-native AI agents that automate complex workflows (Excel/Google Sheets control surface)
Primary focus: Private capital markets / finance workflows (data entry, research, compliance)
Founded: 2024
Stage: Pre-Seed
Lead investor / backers: Y Combinator; NVIDIA Inception; Character VC; Moonfire Ventures; angel investors
Headquarters: San Francisco (also lists a London office)
Private capital markets and financial services workflows—qualitative research, due diligence, and repetitive operations work.
2024
Fintech / AI
“Y Combinator; NVIDIA Inception; Character VC; Moonfire Ventures; angel investors”