Farsight

Generated deliverables are the product. Freeform drafts a complete CIM, pitch deck or committee memo from a single prompt, and Prior Art Match bends the draft toward a firm's past work and voice. Proactive agents prepare materials from CRM records and deal history before a banker asks. The slide agents that came with Presentable AI in 2025 restructure layouts, update charts and redesign custom slides from plain language instructions.

Farsight's chief executive describes the architecture as model agnostic, with the strongest models kept for new synthesis and smaller models or deterministic code handling settled, repeated work. Without the models there is no deck, memo or model to deliver.

Proactive agents produce strategic materials ahead of a request, and Freeform is pitched as delivering client ready work that needs minimal editing. A managing partner at a boutique bank uses Farsight for weekly touchpoints with clients and counterparties on live deals. Admins control access user by user, and the System of Judgment learns from each round of banker redlines, so review is where a firm's standards enter the product. Farsight treats that review as a cost to be measured, with first pass acceptance as a pilot metric, but describes no approval step that holds generated material before it reaches a client.

The TresVista deployment is set up so that every figure carries source traceability and an auditable Excel backup, and Freeform keeps PowerPoint, Excel and Word outputs in sync so the numbers in a deck tie to the model. North Data figures link back to the filing they came from, and each company name is resolved to the right legal entity, separating parents, subsidiaries and similarly branded companies, before any data is pulled.

Updates pass through staging before production, with rollback within 24 hours of notice. In a 2024 benchmark on questions about companies' annual and quarterly SEC filings, Farsight found the strongest model tested right on 81.5 percent of questions and 57 percent of calculations. It took that as the case for computation agents that work figures out in code, and no accuracy result for its own product accompanies the benchmark.

TresVista, an advisory and managed services firm with more than 400 active clients, signed a multiyear agreement in October 2026 to build CIMs, pitch materials and research on Farsight. Its teams will build and edit from TresVista's own templates, models and prior examples, and its chief executive, Sudeep Mishra, is quoted on the deal.

S&P Global Market Intelligence invested in Farsight and chose it to power a deliverables add on for Capital IQ Pro, and Tom Van Buskirk, who runs technology and engineering at PitchBook, is quoted on the expanded PitchBook integration. By Farsight's account, revenue grew tenfold and the customer count fivefold in 2024.

Its headline figures of 90 percent time saved on core deliverables, more than $10 million in new opportunities and more than ten workflows a week for the average user come without a named customer behind them. Testimonials carry a role and a firm type, such as a partner at a megafund or the head of AI product at an elite boutique bank, never the firm itself.

Customer data never trains a model, Farsight's own or a provider's, and every model call runs through zero retention endpoints with no exposure to public endpoints. Each customer gets a dedicated VPC with no shared environment, files are checked for integrity on the way in and out, and TresVista's client data and prior work are kept separate across engagements. Two of Farsight's own positions pull against each other.

Farsight states that it takes in no sensitive or proprietary customer data, only non confidential templates and structured inputs. Yet Freeform and the proactive agents are built to work from CRM records, transcripts and prior deal documents, and the System of Judgment retains senior bankers' redlines on client work.

Farsight's privacy policy, updated May 20, 2026, covers the platform as well as the website and treats Farsight as a processor of customer content, acting under each customer's agreement and instructions. Queries, visualizations and analyses are kept for twelve months unless a user deletes them or closes the account, and customers can set their own retention policies.

Transfers out of Europe rely on standard contractual clauses or adequacy decisions, and participation in the Data Privacy Framework is described only as a possibility. No subprocessor list is offered, and processing can take place in the United States or wherever Farsight, its providers or its customers operate.

A SOC 2 Type I report is in hand and Type II is in final observation, backed by regular audits and automated monitoring controls, and Farsight claims adherence to CIS and NIST baselines. Data moves under TLS 1.2 or later and rests under AES 256, role based access is run by the customer's own IT team, and the development lifecycle is tracked and reviewed. Elsewhere Farsight calls itself SOC 2 compliant without naming a report type. The report, its auditor and its period are not available, there is no trust center, and Farsight does not describe its penetration testing or incident response.

As a software vendor, Farsight needs no license. Its banking users include broker dealers and investment advisers whose pitch books, CIMs and client messages fall under FINRA communications and recordkeeping rules, and Farsight does not say how generated material reaches a firm's supervised records or archive. TresVista's chief executive cites jurisdiction specific requirements as the reason his clients need firm specific output, while Farsight itself names no rule or regulator.

Companies and transactions are the subjects of this work, so the governance questions are accuracy and how a firm's habits shape the output. In The System of Judgment, Kunal Tangri, Farsight's cofounder and chief operating officer, concedes that a system built on a firm's redlines will mirror its blind spots, such as risk aversion and deference to whoever signs off last.

He argues that a bias written down can at least be seen and challenged, and proposes acceptance rate, edit decay, survival rate and codification rate as the measures of how the system learns. Farsight reports none of them for its customers and names no review of what the system retains.

Material Farsight generates reaches clients under the bank's name, and Farsight's privacy policy tells users to check information for accuracy and completeness before relying on it. Farsight offers no accuracy commitment, error remedy or indemnity for generated deliverables, and its customer terms are private. The staging and 24 hour rollback commitments cover software updates, not the content of a deck or memo.

S&P Capital IQ Pro, PitchBook and North Data are the named data suppliers, and AWS hosts the managed deployment. Farsight does not name the language models behind Freeform and its agents. Its chief executive describes a model agnostic design that uses the strongest models only where a task demands them, and his September 2026 cost essay walks through OpenAI's price cuts without saying which providers Farsight runs. The zero retention terms bind providers Farsight does not identify. A 2024 Farsight benchmark tested eight public models, from OpenAI's to Llama, Mistral and SOLAR, which shows how it evaluates models rather than what it ships.

Farsight works inside the tools bankers already use. Output lands in PowerPoint, Excel, Word and email, Freeform runs natively in PowerPoint and Excel, and a web app handles research and natural language queries. S&P Capital IQ Pro supplies fundamentals, consensus estimates, transcripts and market data.

PitchBook's premium data adds deal details, investors and buyers, valuations and multiples for firms that connect their own PitchBook account through single sign on, expanding an integration first announced in September 2025. North Data contributes European filings, insolvency records and ownership data from 148 feeds across 32 country and regional catalogs, alongside SEC filings. CRM records feed the proactive agents and can be enriched with PitchBook data, and sign in runs through Microsoft Office365 single sign on restricted to the customer's network.

Deployment comes in three forms, a single tenant VPC that Farsight hosts on AWS, the customer's own cloud or on premises, and the choice is settled with each customer. Every customer gets a dedicated VPC with no shared environment, and the platform can run partly or fully inside a firm's own technology environment. Development, test and production pipelines are kept apart. Hosting regions for the managed option are not listed, and the privacy policy allows processing in the United States and wherever Farsight, its providers or its customers operate.

Pricing is by quote, with no seat price, tier or minimum given up front. In September 2026 Farsight's chief executive argued that banks should compare vendors on the fully loaded cost of an approved deliverable. That cost counts model use, retries, data retrieval, automated tie outs and associate, VP and senior review time, and he recommends tracking time to approval, review cycles and first pass acceptance through a pilot. Farsight does not state its own price in those terms or any other. The Capital IQ Pro version will be sold by S&P Global as an add on at a price S&P has not announced, and premium PitchBook data inside Farsight is open to firms that already pay for PitchBook.

Investment banks from boutiques to bulge bracket firms, private equity funds, hedge funds, wealth and asset managers and corporate development teams are the users. Bankers use it for sell side and strategic pitches and buy side research, private equity teams for deal screening and committee decks, and wealth and asset managers for client communications and portfolio analyses.

Corporate development teams, which sit outside financial institutions, build board decks, market maps and sector overviews. The TresVista agreement carries the product into outsourced research and advisory support, and the planned Capital IQ Pro add on would put it in front of S&P's banking, private equity and corporate finance users. Lending, insurance and retail banking are not served.