Hebbia

Hebbia

Paid

AI platform for finance and legal teams that automates deep document analysis across unlimited context using multi-agent Matrix technology.

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What is Hebbia?

Hebbia is the leading AI platform for finance, used by the world's top asset managers, investment banks, law firms, and Fortune 500 companies for high-stakes document-intensive workflows. Its flagship product, Matrix, orchestrates multiple AI agents in parallel using an infinite effective context window — processing entire data rooms, hundreds of CIMs, thousands of SEC filings, or millions of internal documents without hitting context limits. Rather than returning simple chatbot answers, Matrix decomposes complex research queries into structured analytical steps, routes sub-tasks to specialized AI models (OpenAI o3, o1, GPT-4o), presents results in a transparent citation-linked data grid, and enables teams to audit every finding. Backed by Andreessen Horowitz, Peter Thiel, and Index Ventures, Hebbia is trusted by over 40% of the largest asset managers globally and follows Zero Data Retention — customer data is never stored or used for model training.

Key Features

Matrix Multi-Agent OrchestrationInfinite Effective Context WindowCitation-Linked Data Grid ResultsM&A Due Diligence AutomationEarnings Call and SEC Filing AnalysisCIM and Data Room ProcessingContract and Covenant ExtractionInvestment Memo GenerationCross-Document KPI ComparisonICE Institutional Pricing Data IntegrationShared Team Context and Institutional KnowledgeCustom Research Workflow EncodingPrivate Document Upload with ZDR SecurityChatDocs for Direct Document Q&AAI Model Switching (o3-mini, o1, GPT-4o)Automated Covenant MonitoringBoard Narrative and Report Creation

Integrations

Analytics
ICE Data Services
Data & Spreadsheets
Excel
Webhooks & API
API
Other
OpenAIAnthropic

How to Use Hebbia

1Upload your private documents, or connect public filings and financial data providers
2Define your research objective or due diligence workflow
3Let Matrix orchestrate multiple AI agents to decompose and execute the analysis
4Review results in the citation-linked data grid with full source traceability
5Export findings to Excel or share team-wide insights as institutional knowledge

✅ Best For

  • Investment analysts, portfolio managers, and research teams at hedge funds, PE firms, and asset managers who need to process large volumes of financial documents, earnings transcripts, and filings to surface insights that would take teams days to manually compile.
  • M&A advisors, investment bankers, and corporate development professionals conducting due diligence across dense data rooms where Hebbia's ability to compare terms across hundreds of documents in minutes creates a decisive competitive advantage.
  • Law firms and legal teams handling large-scale contract review, regulatory filings, and credit agreement analysis who need a verifiable, citable AI that explains every finding rather than generating unattributable summaries.

❌ Not For

  • Finance teams focused on internal accounting, bookkeeping, FP&A, or operational planning who need budgeting and forecasting tools rather than a document analysis and research platform.
  • Individual retail investors or small teams without institutional-grade document workloads, as Hebbia is designed for the volume and complexity of professional investment and legal workflows at financial institutions.

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Pricing

EnterpriseCustom
  • ✓Full Matrix platform access
  • ✓multi-agent orchestration
  • ✓institutional data integrations
  • ✓ZDR security
  • ✓dedicated onboarding
TeamCustom
  • ✓Shared workspace
  • ✓team context
  • ✓collaborative research workflows for financial institutions

Prompts to Try

Shortlist all CIMs with EBITDA margin above 15% and customer concentration below 10%

Compare key financial covenants across all 80 credit agreements in this data room

What were the main risk factors cited by airline companies in Q4 2025 earnings calls?

Draft an investment memo for this target based on the uploaded documents

How has this property portfolio changed quarter over quarter in the last 4 quarters?

Use Cases

A private equity firm uploads 50 Confidential Information Memorandums to Hebbia's Matrix and asks 'Shortlist companies with EBITDA margin above 15% and customer concentration below 10%' — Hebbia analyzes all 50 documents simultaneously and returns a ranked shortlist in minutes, replacing a week of junior analyst work.
An investment banker uses Hebbia to generate marketing materials, respond to counterparty questions, and prepare for client meetings on an M&A deal — saving 30 to 40 hours of manual synthesis per transaction.
A private credit team deploys Hebbia to monitor covenants across 200 active loan agreements — the system continuously flags any covenant approaching a threshold and extracts the relevant contract language for review.
A law firm uses Matrix to review a 400-page credit agreement in 20 minutes, extracting all defined terms, financial covenants, and cross-default provisions into a structured table that would take three associates a full day to compile manually.
A corporate strategy team at a Fortune 500 company uses Hebbia to synthesize competitive intelligence across dozens of analyst reports, earnings transcripts, and internal memos, building a comprehensive market map in hours instead of weeks.

Frequently Asked Questions

Hebbia — AI Document Analysis for Finance and Legal | YourAIFinder