A chief of staff for everyone, from day one
Ash is the AI chief of staff built by Greenwood’s technology team. It sits on top of your inbox, Teams and Slack, connects to the systems your firm runs on, and creates the work that moves deals forward.
Built with guardrails from the start
Ash prepares the work. Your team decides what happens next.
Read-only by default
Ash reads your systems to do its work. Any change to a record requires approval.
Human in the loop
Ash keeps advisors at the center of decision making while taking more off your plate
Model-flexible
Ash is not tied to a single AI provider, so it can use the right model for each task.
Built in-house
Designed, built and supported by Greenwood’s own technology team.
No new app to learn
Ash lives in the tools your team already uses every day, and it is available 24/7.
Email
Send Ash a request or copy it on a thread. Finished work comes back as a reply.
Teams
Message Ash in a chat. It can also prepare meeting invites for your approval.
Slack
Ask Ash in a direct message, the same way you would ask a colleague.
Finished work, not just answers
Ash builds deliverables from the data already in your systems, ready for an advisor’s review.
LOI and Offer Summaries
The key facts on a target in one document, ready for review.
Financials workbook
Financials organised into a working model you can pressure-test.
Industry report
Market context drawn from market data and the prospect database.
Call briefing
Background and prior conversations before every meeting.
Issues list
Open points pulled from a redline, organised for negotiation.
Presentation deck
First drafts of client-ready slides from your own materials.