Clarity at the
speed of thought.
Felix turns the messy, fragmented work of financial analysis into a fast and traceable experience.
Research today is fragmented across PDFs, applications, and tabs.
Felix puts it all together.
Built by a team of practitioners with backgrounds in private equity, investment banking, and defense engineering, Felix is shaped by the people it serves. Quiet, accurate, and auditable.
FelixOne
Clarity at the speed of thought.
Built by investment professionals, for investment professionals:
Search, screen, analyse documents and create reports in a single place.
Citation is not a feature.
It’s the foundation. Every answer, every figure, every summary traces back to a line in a document.
Built, not wrapped.
Our ingestion, OCR, and entity layer are our own. We control the primitives so the quality compounds.
Quiet, by default.
FelixOne behaves like a seasoned analyst: precise, skeptical, and allergic to filler.
Intelligent Search
Surface the most relevant research instantly across every source you cover.
Document Analysis
Extract insights from filings, reports, and presentations in seconds — with citations.
Secure & Compliant
Enterprise-grade controls. Full audit trails. Your data, never ours.
Everywhere You Work
Call Felix from Claude or Codex, hit it from the CLI, or wire it into your stack via API.
Real-Time Collaboration
Share findings, annotate research, and move together — live, with your whole team on the same page.
Monitor & Ingest
Track companies and news, and pull in external data from high-quality providers — all in one place.
The power of FelixOne,
wherever you go.
FelixOne lives inside the tools you already use. Call it from Claude, use it from Codex, wire it into your own pipeline with the API, or pull it up in a terminal with the CLI. The research layer follows you — not the other way around.
Open the FelixOne deep-dive.
A guided walk through what’s live and what’s on the bench — with the security model, the workflow, and the FAQ in one place.
Go to FelixOnePractitioners first.
Builders second.
Roots in private equity, AI governance, alternative-asset trading, and defense-grade engineering. We’ve spent years inside the data frictions we’re now solving.
Market commentary and field notes from the team.
The Felix View is where we share what we’re reading, watching, and thinking about — market commentary, short essays on the mechanics of research, and notes from the team. New posts twice a month.
Our primary focus is the buy-side — credit analysts, private equity teams, and institutional researchers — but we don't judge. Anyone whose job involves reading dense financial documents and turning them into a defensible point of view can use Felix One and see it in action.
Felix One is the analyst bench we've built from the ground up — search, screening, document analysis, and citation in a single workspace. Build 1.0 is live today.
We treat documents as documents, not as flat text. Tables are parsed as tables, footnotes stay attached to their callouts, multi-column layouts are reconstructed, and structure is preserved through the pipeline rather than flattened. Our extraction layer was built in-house specifically for financial filings.
Felix One is browser-first today, with native integrations into Claude, Codex, and a CLI/API surface arriving in H2 2026. Runs in any modern browser — Chrome, Safari, Firefox, Edge.
The parsed index lives on your device; search and citation run locally. Pages we process for OCR are auto-deleted on return, with a 24-hour hard ceiling. Model calls travel via zero-retention, no-training contracts. We're moving toward sealed inference where possible.
Felix One is tiered by seat with volume discounts for teams of 10+. We'll publish the full schedule when general availability opens — in the meantime, talk to us and we'll walk through what fits.