AI ECOSYSTEM

A Full-Suite,
Connected AI Platform

For Research, Analysis & Composition

PLATFORM SEATS

Create a memo in minutes, infuse AI over a trusted spreadsheet, and build dynamic slides.

DELIVERABLES

Our team can produce custom templates or deliver Institutional-Grade materials.

BPN Platform Screenshot

CONNECTED AI PLATFORM

BPN connects AI to the sources, spreadsheets, and assumptions that drive investment work

  • AI + 1: Combine AI speed with human investment judgment to produce faster & sharper outputs
  • Source-grounded Analysis: AI works from your trusted deal docs, and auto-generated footnotes
  • Expert-Trained: Latest AI models, investor-trained and guided by multi-level prompt engineering
SaaS finance AI, automated investment workflow, secure financial platform.

DYNAMIC OUTPUTS

BPN turns inputs into institutional-grade materials that evolve as assumptions change

  • Model Flow-Through: Stress-test assumptions, find the right cases, and instantly see your outputs updated
  • Visualizations: Auto-generated, customizable charts & tables live-connected to your model
  • Template-Built workflows: Reusable templates for IC memos, decks, LP reports, and market maps
Investment banking analysis, due diligence reports, financial modeling experts.

Trusted by Industry Leaders

Parameter Ventures
Alpha Partners
Patriot Financial
Foundry Group
Karmel Capital
Branded Hospitality
Parameter Ventures
Alpha Partners
Patriot Financial
Foundry Group

10+

YEARS OF INNOVATION

100K+

HOURS OF DEVELOPMENT

2

ISSUED PATENTS

Investment Experience Combined with AI Expertise

Building on National Science Foundation grants, 100,000+ hours of development, two issued patents, and a decade of real-world use by a Goldman Sachs Partner and Harvard Endowment Investment Committee member, BPN is purpose-built for investment analysis and strategic decision-making.

LLMs are amazing, but you need fully configurable memos and slides that are linked to your spreadsheet and draw data from trusted sources.

With BPN, you can produce a credible investment memo in minutes, launch AI prompts from anywhere, transform any spreadsheet into a logical case model, explore dynamic charts & tables, and edit the final memo and slides to add nuance and conviction.

MEET BULLET POINT NETWORK

Portfolio Companies analyzed on our platform:

Anthropic
Perplexity
Lime
Kalshi
PatientFi
Libertas
Shield AI
GoPuff
GoParrot
GC AI
Pepper
Apptronik
Moonvalley
Second Front
5x5 Telecom
Coursera
Lambda
CoreWeave
ZenBusiness
KarmaCheck
Udemy
Cloaked
Targetable
Anthropic
Perplexity
Libertas
GoParrot
Cloaked
Apptronik
Second Front

Our Origin Story

Bullet Point Network

The Future of Investment Analysis

After decades of experience with the complexity of investment analysis and decision-making at Goldman Sachs and the Harvard Endowment, seven years working with leading VC and PE investors, and two years of frustration with off-the-shelf AI tools, we needed a better way.

So we built BPN’s AI + 1 platform to produce a memo in minutes, transform your spreadsheet into a logical case model, and create slides with dynamic charts and tables.

That’s the real work.

LEARN MORE ABOUT OUR FOUNDER