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VectorShift

The AI operating system for private market investors

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VectorShift is an AI platform for investment firms that answers questions from the firm's own documents and connected market data, with each figure traceable to its source document, page, and paragraph. It addresses the need to run private market workflows on institutional knowledge while keeping outputs verifiable and permissioned.

The platform includes purpose-built interfaces for presentation review, portfolio monitoring, table-based comparison, data room tracking, and meeting recording, alongside a skills library covering finance workflows such as DCFs, LBOs, M&A analyses, comps tables, and deck proofreading. It connects to data sources including PitchBook, Capital IQ, FactSet, Crunchbase, SEC filings, and live trading data, with 100+ integrations into systems like SharePoint, OneDrive, Outlook, Excel, PowerPoint, Salesforce, and DealCloud. Agentic orchestration plans, executes, and verifies multi-step workflows, and the platform is model-agnostic. Access is available through the web, custom interfaces, API, Slack, Teams, and Outlook.

VectorShift is aimed at investment firms and their IT, security, and compliance teams. It offers single-tenant deployment in a VPC, dedicated cloud, or on-premises, inherits existing access controls, and is SOC 2 Type II audited and GDPR compliant. Data is excluded from model training. Usage and billing are visible at the member, deal, and company level; no free plan, trial, or specific editions are stated.

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