Natural Language Screening
Search all firms with plain-English prompts such as "show me firms between X and Y AUM" and refine results conversationally.
Natural Language Screening is for fast discovery when you know the business question but do not want to manually build filters. Ask in plain language and let the system translate your request into structured firm screening logic.
Common prompts include AUM ranges, strategy combinations, and profile constraints. For example: "Show me firms between $2B and $10B AUM with institutional clients" or "Find managers under $1B AUM with high private-fund exposure."
Once results are returned, continue iterating in chat to tighten the screen and move directly into deeper comparative analysis.