The complete platform for building and deploying AI associates across your firm.
Consumer AI tools weren't built for institutional work. The gap between a chatbot and a production-ready AI associate is enormous.
Consumer tools cap uploads at 10-50 files. A typical data room can have 300-5,000 documents. Your team ends up splitting, re-uploading, and losing context across sessions.
Most get stuck at step four. The pattern is predictable because the failure modes are structural, not effort-based.
Click any step to see the real cost.
Click to see what actually happens
Click to see what actually happens
Click to see what actually happens
Click to see what actually happens
We spend 100+ hours learning how your team actually works before writing a single template. We sit with your associates, study their deliverables, and map the exact steps they take from document intake to final output. Your team gets a tailored SOP, custom workflows built around their exact process, and a dedicated engineering team that understands your data — not a CSM reading from a playbook.
Four categories of work that Wellstone transforms from days into minutes.
Search across hundreds or thousands of documents simultaneously. Keyword + vector + context graph based retrieval.
Structured templates extract all key items better than an analyst. Process your entire annual document volume in hours, not weeks.
Submit your entire due diligence questionnaire. Get cited answers across all source documents in 30 seconds.
Compound institutional knowledge and memory over time. Every document your firm has ever reviewed becomes part of your competitive advantage.
Click to simulate VDR ingestion
Acme Corp Acquisition · 2,847 files · 4.2 GB
Drop complete VDRs — Intralinks, Datasite, SharePoint. PDFs, spreadsheets, presentations, scanned documents. Everything indexed in minutes, not days.
Entities, covenants, financial metrics, dates, and obligations mapped across every document at the sentence level. Not keyword search — structural understanding of relationships between clauses, figures, and amendments.
Your team asks questions, extracts data, runs checklists, screens documents, drafts memos — all grounded in the actual documents. Every answer cited. Every claim verifiable.
Standard AI tools do blind semantic similarity matching — they find text that looks related. Wellstone's context graph understands the actual relationships between sentences, clauses, and figures across every document. It knows that the leverage ratio in §6.1 connects to the EBITDA on page 31 and the amendment that modified the step-down schedule.
Nine purpose-built interfaces for institutional work.
Ask questions in natural language. Every answer maps to highlighted passages across your entire document set. Click any citation to jump to the source.
What are the key financial covenants in the credit agreement?
Built for firms that handle the most sensitive data in the world. Security isn't a feature — it's the foundation.
View our Vanta Trust CenterIndependently audited
Continuous monitoring across security, availability, and confidentiality. Not a point-in-time snapshot — ongoing verification by independent auditors.
Healthcare-grade compliance
Full compliance with healthcare data protection requirements. BAA available. PHI handling protocols in place for healthcare-adjacent diligence work.
Infrastructure
Most AI vendors disappear after the contract is signed. We embed with your team because adoption is the only metric that matters.
A non-technical CSM who sends check-in emails and escalates to engineering when things break.
An engineer who has read your credit agreements, understands your covenant structures, and builds alongside your associates.
Hours returned to your team every week. Measured against your baseline, not estimated.
More origination, improved quality of analysis. Do more deals with the same team.
Reduce third-party provider spend and eliminate opportunity cost of slow diligence.
Three steps before you commit. No obligation until you've seen the platform work with your data.
We learn your workflow, your pain points, and your team structure. No pitch — just questions.
This callWe build a custom demo using your actual use cases. You see exactly how Wellstone fits your process.
Within 1 weekIntake process, activate logins, and live demo with your data. You're running in the platform same day.
Same week as contract$12k annual platform fee + $500 per user per month
Direct access to your engineering and CS team
Intake process + activate logins + demo
4 one-hour calls over 8 weeks. Done for you.
Cancel anytime, no obligation. Templates and full SOP with tailored uses remain yours.
Cancel anytime. No lock-in. All templates, SOPs, and custom configurations remain your property.