Hebbia
Hebbia is an AI platform for finance and deal teams whose Matrix product analyses filings, transcripts and data rooms in a spreadsheet-like grid of answers.
About this tool
Hebbia builds AI software for financial professionals such as investment bankers, private equity firms and asset managers. Its core product, Matrix, works like a spreadsheet: documents form the rows, questions form the columns, and the AI fills each cell with an answer drawn from the relevant files, such as quarterly reports, proxy statements and earnings call transcripts.
Matrices can be organised by theme, for example financials and valuation, portfolio actions, shareholder registers, governance and defences, strategic risks or market chatter, which mirrors how deal teams prepare acquirer profiles or diligence packs. Hebbia also emphasises collaboration, turning individual AI work into shared, firm-wide assets for the whole deal team.
What you can do
Matrix grid
Ask the same questions across many documents at once and see answers laid out like a spreadsheet.
Financial document coverage
Works with filings, earnings call transcripts, financial data and deal documents in one place.
Thematic analysis templates
Structure research into themes like valuation, governance, risks and market reports.
Team collaboration
Share matrices so the whole deal team builds on the same research.
Who is it for?
- A sell-side team profiles potential acquirers using their recent filings and calls.
- A private equity associate compares covenants across dozens of credit agreements.
- An analyst tracks shareholder activism signals across a portfolio of companies.
Before you choose
Hebbia is an enterprise product for finance teams; individual investors are not its audience.
AI-extracted figures should be traced back to the source documents before use in models or client materials.
Frequently asked questions
What is Hebbia Matrix?
Matrix is Hebbia’s grid interface where documents are rows and questions are columns, with AI answering each combination from the source files.
Who uses Hebbia?
Hebbia targets financial professionals and deal teams, such as bankers and investors, who analyse large volumes of documents.
Can teams collaborate in Hebbia?
Yes. Hebbia is designed to turn individual analyses into shared resources the whole deal team can use.
Check the official website for current features, pricing, and terms.
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