AI-native in 90 days
We connect your systems, build your firm’s context layer, and put agents to work on your highest-value workflows within a quarter.
How it works
From source files to cited answers.
01 / Your systems, connecting
SharePointDeal documents · 1,284 filesConnecting Live
OutlookDeal team mail · 1,302 threadsConnecting Live
Excel modelsBorrower models · 86 workbooksConnecting Live
DealCloudPipeline & contacts · 412 recordsConnecting Live
Microsoft TeamsDeal channels · 34 channelsConnecting Live
Your firm’s knowledgeDoppler context layer
Credit agreementSharePoint PDF
Borrower modelExcel XLSX
Deal correspondenceOutlook MAIL
5 systems · 3,118 items indexed
The Doppler difference
Your workflows. Your definitions. Working in 90 days.
We build the platform, automate your key workflows, and keep building alongside your team.
Audit-grade output
Every number and claim links to the exact page, cell, or message it came from, so your team can review it before it goes to IC.
White-glove partnership
Our engineers are forward-deployed with your team. We automate the workflows you name and keep building as your needs change.
Security
Your data stays yours.
Zero data retention
Your data is never retained by model providers or used to train models.
Sovereign AI
Your firm’s knowledge, definitions, and models stay under your control.
Fully on-prem option
Deploy Doppler inside your own environment when your data cannot leave it.