What it is
AI Research fields calculate on creation and store the result, so the grid loads data without recalculating. Fields are available on Deals, Companies, Investors, and Fundraising objects.
Why it matters
GPs and fund managers can see AI-generated research alongside other record data in both grid and detail views, without running a separate query or opening a document. The model uses both the record's fields and its own knowledge to answer—for example, calculating a company's Total Raised or assigning it a category. The field is also accessible through the public API.
How it works
Admins configure each AI Research field with a prompt and output type.
