Spreadsheet-Style Answers for Auditable Analysis

Instead of a linear chat, Matrix returns structured analysis in a grid. This allows users to run complex prompts across thousands of documents and receive a table of answers, each with a citation. This format is designed for analysts who need to review and verify data points quickly.

Business outcome: Reduces the time to synthesize large datasets from days to hours while providing a clear audit trail for every data point.

Unified Access to Public and Private Data

The platform connects to a wide range of sources, including SEC filings, earnings transcripts, and private cloud storage like SharePoint and Box. It also integrates with major financial data providers such as FactSet, S&P Capital IQ, and PitchBook, bringing a firm's entire knowledge base into one searchable environment.

Business outcome: Eliminates the need to toggle between multiple terminals and data rooms, creating a single source of truth for analysis.

Firm-Wide Project Publishing

Analysts can turn individual AI work into collaborative projects that the entire deal team can access and build upon. The interface supports sharing structured analysis, allowing for a more integrated workflow where junior and senior team members work from the same vetted dataset.

Business outcome: Enhances team alignment and ensures that all members are working from the same, current set of analyzed data, improving the quality of the final output.

Enterprise-Grade Security and Privacy

Hebbia is built for the world’s most demanding institutions, holding ISO/IEC 42001:2021 and SOC 2 Type II certifications. It offers end-to-end encryption and a strict no-training-on-user-data policy, which is critical for firms handling sensitive, non-public information.

Business outcome: Provides the necessary compliance framework for regulated industries, allowing firms to leverage AI without compromising on client confidentiality or data governance.

Drafting and Outreach Generation

Beyond analysis, Matrix can generate draft outputs such as sector reviews, outreach emails, and slide decks based on the analyzed data. This moves the platform from a research tool to a content creation engine, automating the initial stages of client communication and internal documentation.

Business outcome: Cuts down on the manual effort required to translate research into actionable deliverables, allowing teams to focus on strategy and client interaction.

High-Volume Document Processing

The platform is designed to handle massive scale, evidenced by the 1.5 billion pages processed. It can run structured analysis across thousands of documents in a single query, making it suitable for large M&A data rooms and ongoing market surveillance.

Business outcome: Enables firms to take on larger, more complex projects without a proportional increase in analyst headcount, directly improving operational leverage.

• AuditabilityEvery answer in the Matrix grid is cited, allowing analysts to verify the source of each data point, which is non-negotiable in high-stakes finance.
• Scale of AnalysisThe ability to query thousands of documents simultaneously is a significant advantage for large M&A deals and portfolio monitoring.
• Enterprise IntegrationDeep integrations with major financial data terminals and enterprise cloud storage make it a seamless addition to an existing tech stack.
• Workflow OutputGenerating draft emails, sector reviews, and slides directly from analysis saves significant time for deal teams.

• CostAs an enterprise platform with custom pricing, it is likely a significant investment, making it inaccessible for smaller firms or individual analysts.
• Learning CurveThe Matrix interface, while powerful, is a departure from standard chat-based AI tools and may require training for team members to use effectively.
• Overkill for Simple TasksFor straightforward research questions or small document sets, the platform's capabilities may be more than what is needed, making simpler tools more cost-effective.
• Professional RealityThe primary barrier to adoption is not the technology but the organizational commitment required in terms of budget and workflow redesign to fully leverage its capabilities.

M&A Due Diligence

A deal team can upload a full data room of thousands of files and run prompts to extract key financials, identify risks, and build a comparative analysis. The cited outputs can be directly used to draft the purchase agreement or board memo, ensuring accuracy and speed.

Public Markets Research

An investment analyst can analyze 200 earnings calls in seconds to track management sentiment, revenue trends, and guidance changes across a sector. This allows for rapid identification of outliers and investment signals that would take days to find manually.

Legal Transaction Advisory

A legal team can review thousands of contracts to identify specific clauses, change-of-control provisions, or potential liabilities. The spreadsheet output allows them to organize and present findings to clients in a clear, auditable format.

Corporate Strategy & Competitive Intelligence

A corporate strategy team can continuously monitor a competitor's SEC filings, press releases, and job postings. Matrix can summarize strategic shifts, new market entries, and financial health, providing an always-on competitive radar.

Request a demo through the Hebbia website to discuss your firm's specific use case and data environment.

Work with the Hebbia team to integrate your key data sources, such as SharePoint, FactSet, and public filings.

Begin with a single, high-impact project, like a live M&A deal or a quarterly earnings review, to test the platform's capabilities.

Train your core deal team on how to structure prompts for the Matrix grid and how to audit the cited answers.