Cabinet for Financial Services

AI on your most sensitive data, without sending it anywhere.

Self-hosted by design: deal research, memos, and reporting run on your infrastructure, with your model keys, and a full git-backed audit trail. The data your compliance team worries about never leaves your walls.

Cloud AI is a non-starter when the data is regulated

Sending MNPI, client data, or deal docs to a third-party cloud is a compliance and reputational risk.

Analysts re-do the same research and memos every cycle, by hand.

Auditors want a trail; most AI tools can't show who-knew-what-when.

What your teams put Cabinet to work on

Deal and market research compiled into structured memos
Investment committee packets assembled from source data
Portfolio and competitor monitoring on a schedule
Policy and procedure knowledge that stays current

Your data never leaves your control

Self-hosted means client data stays in your environment and your region; every change is versioned and attributable.

Open source · self-hosted · bring your own keys · git-backed audit trail

Put AI to work. Keep the data yours.