Since the release of consumer LLMs, AI in finance has been treated like a better search box.

Ask a question, get an answer.
But the best dealmakers aren’t constrained by gathering information. They’re limited by the time it takes to turn that information into advice for a CEO or recommendation for an investment committee.

Felix changes that by giving every user access to a personalized agent. You can still explore ideas quickly in the interface, but now you can also email Felix like you would a colleague. Felix simply adds the ability to delegate more involved work to a dedicated agent and iterate as the deliverables progress.

With Felix, execution becomes solved and intelligence becomes abundant. What matters most is the singular combination of relationships and judgment the best dealmakers apply on top of Felix.

Felix exists to give professionals leverage - so experienced bankers, investors, and analysts can spend more time mastering their craft, mentoring junior talent, and making the decisions that ultimately make markets work better for everyone.