The Hebbia team is starting the year off strong. In January, we shipped features to help you find answers faster, build better analyses, and collaborate more seamlessly. Here's what the team has been up to over the past month.

Finance-tailored Chat

Hebbia’s chat is fine-tuned to respond using the structure, language, and tone expected by finance professionals, enabling deeper and more accurate diligence insights tailored to your workflow.

New Financial Data Sources

Gain deeper and broader insights with expanded access to Pitchbook, Preqin, UK Companies House, and DealCloud.

Gain deeper and broader insights with expanded access to Pitchbook, Preqin, UK Companies House, and DealCloud.

Intelligent data selection in Chat

Never feel the friction of choosing which data to pull in again. Hebbia automatically detects the best data sources based on your prompt from the largest suite of industry-specific sources.

Never feel the friction of choosing which data to pull in again. Hebbia automatically detects the best data sources based on your prompt from the largest suite of industry-specific sources.

Smarter screening for public companies

Screen public companies by location, growth trajectory, sub-industry, and financials—all in a chat prompt. Ideal for building target lists, sourcing deals, or scoping buyer universes.

AI screening for public companies

With Hebbia, you can screen public companies by location, growth trajectory, sub-industry, and financials—all in a chat prompt. Ideal for building target lists, sourcing deals, or scoping buyer universes.

S&P CapIQ company cards

S&P CapIQ citations now appear in organized company cards in Chat, so you can verify data without switching tabs.

S&P CapIQ data now appears in organized company cards with direct links to the source so you can get all the data you need without switching tabs.

Agents on mobile

Access your saved agents on the mobile app, running diligence workflows to get answers anytime, anywhere, right from your phone.

Hebbia mobile agents

Agents: Organized, Tagged, and Pinned

Find your agents faster when you tag them by use case, filter and sort by category or popularity, and pin your most-used agents to the sidebar for one-click access.

Find your agents faster when you tag them by use case, filter and sort by category or popularity, and pin your most-used agents to the sidebar for one-click access.

Collaborative project teams

Easily organize users by function, team, or coverage area and share any Matrix, report, or project with your entire team to speed up deal collaboration and keep everyone aligned.

Collaborate on Hebbia with Groups

Custom PowerPoint templates in Matrix

Select customers can automatically refresh existing PowerPoint slides with the updated Matrix  data—perfect for monthly portfolio reporting or recurring deal summary slides. 

Select customers can now refresh existing PowerPoint slides with latest data—perfect for monthly portfolio reporting or recurring deal summary slides.

Natural Language to PowerPoint Improvements

Describe the slide you want in chat and Hebbia will present it in a visual canvas with adjustable layouts and intent detection, turning analysis into presentations in minutes.

natural language prompting for slides in hebbia

Smarter Matrix Workflows

Build a Matrix faster with the ability to add metadata, take notes, and attach files to columns for improved context. You can also swap variables or prompts across columns to quickly repurpose your best work.

Global Search with Smart Suggestions

Get suggestions of what to search for as you type in the Browse navigation bar so you can quickly find the documents you need rather than clicking through all of your data sources.

Get suggestions of what to search for as you type in the Browse navigation bar so you can quickly find the documents you need rather than clicking through all of your public and private data sources.