Hebbia

Hebbia builds AI for institutional finance, aimed at investors, bankers, lawyers, consultants, and corporate finance teams. Its platform combines Max, an AI analyst that produces client-ready spreadsheets, slides, and reports, with Matrix, a grid for analyzing large volumes of documents or companies with traceability back to sources.

What It Is

Hebbia describes itself as an intelligence platform built for how finance operates, designed to encode a firm's own processes and institutional knowledge into its AI workflows. Users sign in through a web app, and access begins with a demo request.

How Max and Matrix Work

Max researches and analyzes deals, and can draft presentations, research topics, build Excel models, and apply reusable skills, with auto-sourcing of information. Matrix lays out companies as rows and analysis questions as columns, each cell drawing on source documents such as 10-Qs, proxies, earnings calls, and investor presentations. The homepage example shows columns for financials, leverage, credit ratings, shareholder registers, governance, and recommended pitch angle, with PowerPoint artifacts generated from the results.

Data and Integrations

The homepage lists connections to filings and market data (SEC filings, earnings transcripts, European filings, UK Companies House, FactSet, S&P Capital IQ, PitchBook, Preqin, Fitch, ICE Market Data), document stores (SharePoint, OneDrive, Box, Dropbox, Egnyte, AWS, IntraLinks), expert networks (Third Bridge, Guidepoint), and CRM and data platforms (Salesforce, DealCloud, Snowflake, Databricks). Deal teams can collaborate on shared projects.

Company Context

Hebbia's About page says it has spent more than six years building for finance and cites figures such as over 1000 use cases in production and tokens processed by investors; these are company claims.