WaypointDB
WaypointDB is a private database where you import your historical financials, client data, and valuations - then AI searches, summarizes, and visualizes it all on demand.
| Entity | Revenue | EBITDA | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | Alpha Corp | $2.4M | $1.4M | $1.0M | $420K | $180K |
| Q2 2023 | Beta Holdings | $3.1M | $1.7M | $1.4M | $580K | $240K |
| Q3 2023 | Gamma Ltd | $1.8M | $1.1M | $700K | $290K | $120K |
| Q4 2023 | Alpha Corp | $2.7M | $1.5M | $1.2M | $510K | $220K |
| Q1 2024 | Delta Inc | $1.9M | $1.2M | $700K | $310K | $130K |
| Q2 2024 | Beta Holdings | $3.4M | $1.8M | $1.6M | $650K | $270K |
| Q3 2024 | Gamma Ltd | $2.0M | $1.2M | $800K | $340K | $145K |
| Q4 2024 | Alpha Corp | $2.9M | $1.5M | $1.4M | $600K | $260K |
| Q1 2025 | Epsilon Group | $2.6M | $1.3M | $1.3M | $540K | $230K |
| Q2 2025 | Alpha Corp | $3.3M | $1.7M | $1.6M | $670K | $285K |
| Q3 2025 | Beta Holdings | $2.2M | $1.3M | $900K | $380K | $160K |
| Q4 2025 | Gamma Ltd | $1.7M | $1.0M | $700K | $300K | $125K |
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Drop in financials, client files, valuation reports, and metrics from any source. WaypointDB detects types, suggests descriptions, and normalizes formats - then you review and confirm before anything is finalized.
Ask plain-language questions across your entire dataset. The AI queries only your data - never the internet, never other clients' data. Every answer is grounded in your records.
Get instant summaries of clients, periods, or trends without building a single report. The AI reads your data so you don't have to.
Ask for a chart and get one. Revenue trends, margin comparisons, growth patterns - generated from your data in seconds.
Spot trends across clients, industries, and time periods. WaypointDB surfaces patterns you would never find manually.
Your data is tenant-isolated with enterprise-grade security. The AI has read-only access scoped exclusively to your records. No training on your data. No cross-client exposure. Full audit trail on every query.
Finance professionals drown in historical data they can never use.
Scattered data
5+ systems per firm
Client financials, valuations, and metrics live across spreadsheets, drives, and legacy tools with no central access point.
Manual search
Hours per lookup
Finding a specific figure from a past engagement means digging through folders, emails, and old reports by hand.
Lost patterns
Invisible insights
Trends across clients and time periods go undetected because no tool connects the dots across your historical data.
Search past mandates, pull comparable data, and generate summaries across your entire valuation history.
Query historical financials across entities, periods, and metrics without rebuilding reports from scratch.
Surface deal patterns, benchmark metrics, and generate client-ready visualizations from your transaction database.
| Entity | Revenue | EBITDA | Status |
|---|---|---|---|
| Alpha Corp | $2.4M | $420K | Indexed |
| Beta Inc | $3.1M | $580K | Indexed |
| Gamma Ltd | $1.8M | $290K | Indexed |
| Delta Holdings | $3.6M | $710K | Indexed |
| Echo Partners | $2.0M | $340K | Indexed |
| Foxtrot Group | $2.9M | $600K | Importing... |
| Sierra Ventures | $1.7M | $300K | Importing... |
Point WaypointDB at your file shares, cloud drives, or export from your existing tools. We support CSV, Excel, PDF, and direct integrations.
WaypointDB reads and normalizes every record, detects types, and proposes categorizations. You review a clean confirmation screen, make any corrections, and approve.
Ask your first question within minutes of setup. The AI is ready as soon as indexing completes.
Your data is processed through Anthropic's API with enterprise-grade protections. Data is automatically deleted within 30 days and is never used for model training. For organizations requiring stricter data handling, we offer AWS Bedrock deployment and zero-data-retention options.
No. Every query is tenant-isolated and scoped exclusively to your records. There is no cross-client data access, no shared context, and no data leakage between accounts.
WaypointDB supports CSV, Excel, and PDF imports. Drop your files in and start querying. Need data from your accounting tools? Export and upload - we handle the rest.
Yes. Every query and AI interaction is logged with a full audit trail - who asked what, which datasets were accessed, and when. Review activity anytime from your admin dashboard.
30 minutes. We'll show you how your data becomes instantly searchable.