We often hear, "How can I use Generative AI in my role?", so we made you a list of different use cases according to your role! Rethink what's possible with Theta Assist!
Prepare M&A/Project Due Diligence Packs
Aggregate files from SharePoint, relevant web research, and structured company data. Output a “due diligence pack” or summary deck for executives, with clear source attributions.
Advise Customers
Create plain-language explanations of loan options, terms, or investment strategies.
Analyse Risk
Draft summaries of risk factors or compliance findings for board meetings.
Summarise Financials
Summarise quarterly/annual reports for stakeholders.
