Your workflows just got an upgrade. This month’s platform improvements cut friction, speed up analysis, and unlock new ways to collaborate across your firm and move deals forward.
To keep you on top of all the great products and features the Hebbia team is shipping at lightning speed, we're excited to share our August edition of The Disclosure, our inaugural monthly recap. These updates aren’t just features—they’re your edge.
Company Matrix
Strip profiles, deal origination, and portfolio analysis will never be the same.
Matrix is not only for analyzing documents at scale but also for comparing public and private companies across multiple dimensions. Spin up strip profiles and comps tables in minutes, with fields auto-populated from your documents and public data sources.
Follow-Up Columns
Drill deeper into any document, any analysis, and any investment.
Chain multi-step analysis in Matrix so prompts across your documents and the web can build on prior analysis results. Follow-up columns in Hebbia enable you to control the model’s logic across steps for consistent, auditable outputs and streamlined analysis.
Couple follow up columns with company grid to create agents on a per company level—even if you’re using them for on cycle PE-recruiting:
Purpose-Built Agents
Your prompts and processes are your firm's IP.
You can now create your own Agents to share repeatable workflows with your team in an organization library. Build one-click Agents to jump start Meeting Prep, generate IC Memos, or analyze Credit Agreements, the way your firm operates.
Document to Agent
Upload a reference doc or describe your workflow, and Hebbia decomposes it into a reusable agent schema. Every new doc you add to this Matrix is automatically analyzed for the same fields—financials, KPIs, covenants and headroom, maturity schedules, etc.—no prompting required.
Professional PDF Exports
Export content created in Hebbia into polished PDFs with clean formatting, cover letters, structured sections, preserved citations, and your firm’s logo. Generate memos, one-pagers, and research packs in minutes—ready to share with your team and MDs.
Conference Presentations
We’ve added conference presentations to the Sector Insights library, alongside S&P‑verified market news and conference transcripts. Ground your searches in vetted, up‑to‑date industry sources—skip the noise of unreliable web content.
Web Page Crawler
Crawl entire sites—portfolio company websites, IR hubs, and regulatory/research portals—and bulk-ingest docs into Hebbia with source URLs preserved. Don’t just search the web; index it on the fly so everything is instantly searchable and ready for downstream analysis.
Auto-Extract Tables
Hebbia automatically detects and extracts all quantitative tables from every file for instant Excel export. Automatically pull financials from SEC filings, KPIs from investor decks, debt maturity schedules and cap tables from notes and press releases, precedent deal tables, and more.
