AI Workflow Optimization
What industries and teams benefit from Hebbia?
Hebbia is built for finance and institutional intelligence, trusted by asset managers, bankers, advisors, and Fortune 500 companies. It supports use cases across:
- Asset management, legal, credit, corporate, consulting, and real estate
- Finance-specific workflows such as due diligence, research, and reporting
- Cross-functional collaboration (enterprise collaboration) where teams share context and insights
Examples from the platform include faster diligence processes, analysis of expert calls, and generating slides and decks for presentations. The platform is designed to connect private documents, public filings, and leading financial data providers in one place, helping teams move from raw documents to structured insights.
What data sources and integrations does Hebbia support?
Hebbia connects a wide mix of private documents, public filings, and leading financial data providers, all in one place. Key integrations and sources include:
- Data stores and platforms: Snowflake, Amazon AWS S3, Box, Dropbox
- Financial data and research providers: FactSet, Guidepoint, Pitchbook, ThirdBridge, S&P Capital IQ
- Documents and materials: Earnings Calls, Filings, Investor Materials, EU Filings, Sharepoint
This enables ingestion and analysis over earnings calls, filings, investor materials, and other enterprise content.
What outputs can Hebbia generate?
Hebbia helps you turn complex documents into actionable outputs, such as:
- Draft slides for each company or issuer
- Summary analyses for each target or opportunity
- DD agendas and investment theses based on examined documents
- Summary decks that can be emailed to executives or MDs
- Various reporting materials and investor materials derived from connected sources
The platform is designed to produce concise, report-ready outputs from large document sets.
How does Hebbia help with workflows and collaboration?
Hebbia is built for enterprise-scale collaboration and automation. Key aspects include:
- Enterprise collaboration: teams share context so insights become institutional knowledge
- Automated workflows: encode firm processes once and Hebbia runs them continuously
- Workflow actions like exporting insights, automating tasks, scheduling analyses, and sharing results with stakeholders
These capabilities help teams execute repeatable processes at scale and reduce manual, repetitive work.
How secure is Hebbia and how is data handled?
Hebbia emphasizes strong security and privacy controls, including:
- Enterprise-grade security with ISO SOC2 II certification
- Encrypted end-to-end data protection; data at rest encrypted with AES-256 and data in transit protected with TLS
- Access controls: data access limited to employees, contractors, and agents who need it to perform their duties
- Privacy and data rights: strict privacy practices, adherence to GDPR and CCPA, and a Data Processing Agreement
- No training on user data to improve model performance
- Transparent policies available via Privacy Policy, Data Processing Agreement, and related terms
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What is Matrix and how does Hebbia reason over data?
Matrix is Hebbia’s AI interface that helps understand and reason over large document contexts. It supports tackling complex questions, breaking down workflows, and presenting rationale for results. Matrix scales from single files to millions of documents, enabling users to request structured analyses, extract key points, and generate explainable outputs across workflows such as compiling expert calls into a cohesive analysis.
How can I get started with Hebbia?
Getting started typically involves:
- Contacting Hebbia’s sales team to discuss enterprise deployment
- Connecting your data sources and documents (private documents, public filings, and financial data providers)
- Using features to export, automate, schedule, and share insights and deliverables
- Inviting team members to collaborate within the platform
The platform is presented as a centralized hub for connecting documents and workflows across the organization.
Where is Hebbia located?
Hebbia Inc. is based at 233 Spring Street, New York, NY.
What data privacy rights and regulatory compliance does Hebbia support?
Hebbia supports data privacy rights and regulatory compliance including:
- GDPR and CCPA compliance
- Rights to access, correct, delete, or object to data processing
- Tools to manage data and communication preferences
- Privacy Policy and Data Processing Agreement available for review
How large is Hebbia's platform in terms of scale and impact?
Hebbia highlights substantial scale and usage, including:
- 1.5 billion pages processed
- 200,000 average prompts per day
- $30 trillion AUM of firms using Hebbia
These figures illustrate the platform’s ability to handle large-scale institutional workloads and complex analyses.
What about cookies and privacy preferences?
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Is there pricing information or a free trial?
Pricing details are available through Hebbia’s Pricing page, and enterprise pricing inquiries should be directed to sales. Specific pricing and trial options are not listed publicly and require a sales discussion.
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