Introducing WindShift V2 — the complete AI-native execution platform. Rebuilt from the ground up.
WindShift Logo

Production platform. Live users. Measurable results.

From a question to a board-ready
PowerPoint in 15 minutes.

WindShift is the operating system for AI-native professional services. A drag-and-drop workflow canvas where AI agents execute research, analysis, and synthesis — and render decision-ready deliverables automatically.

Visual Workflow CanvasDrag, drop, and connect agents, tools, and data sources. Build and templatize the workflows your team actually runs.
End-to-End ExecutionFrom raw question to polished PPTX, DOCX, or XLSX in minutes. Research, analysis, and deliverables — generated, not assembled.
Knowledge That CompoundsEvery engagement makes the next one faster. Institutional memory captured, structured, and reusable across deals and teams.
Enterprise-Ready from Day OneSOC2-track infrastructure. Granular access control. MS365 integration. SDK for custom workflows, nodes, and templates.
50%+Cost Reduction per Engagement
15 minQuestion to Structured PPTX
80%Of Consulting Workflows Covered
LiveProduction Platform with Active Users

Built by operators who shipped 500+ consulting and M&A engagements at scale.

The execution model is broken.

Complex yet repeatable workflows, still executed manually. $110B+ spent annually on diligence — mostly on labor that doesn't scale.

$185K
per engagement
A standard 4-week commercial diligence burns ~$185K in internal FTE cost. 118 person-days across 5 team levels. The model scales headcount, not intelligence.
100%
rebuilt every time
Models, frameworks, analyses — reconstructed from scratch every engagement. Prior work buried in SharePoint and email. Institutional knowledge walks out the door.
Generic AI
falls short
Off-the-shelf AI lacks the rigor, structure, and auditability required for investment decisions. Hallucinations are not acceptable at the IC table.
Fragmented
vendor ecosystem
Data, experts, and tools sourced manually across disconnected providers. No unified execution layer. No institutional memory. Every engagement starts from zero.
0%+
Cost Reduction
Measured in production today
0 min
Topic to PPTX
End-to-end, board-ready
$0K
Saved per Research Run
3 GLG calls replaced
0%
Workflows Covered
Out of the box

The Platform in Action

Not slides about a product. The product itself — running in production, delivering results.

WindShift drag-and-drop workflow canvas with connected agent nodes
Workflow Canvas

Build any workflow. Drag, drop, done.

Connect agents, tools, and data sources visually. Save templates. Run on new data. Your procedures, your way.

  • Visual node editor — no code required
  • Reusable workflow templates across engagements
  • SDK for custom nodes and enterprise extensions
WindShift Studio generating a board-ready PowerPoint presentation
Research to PPTX

15 minutes. Topic to board-ready PowerPoint.

Punch in a topic. AI researches, synthesizes, generates slides. Export to native PPTX. Not assembled — generated.

  • Deep research with source verification
  • Structured synthesis into slide narratives
  • Native PPTX/Word/Excel export — edit in Office
WindShift Knowledge Repository graph visualization
Knowledge Repository

Every deal makes the next one faster.

Graph-based institutional memory. Categorize, archive, query. Your firm's expertise compounds instead of walking out the door.

  • Knowledge graph visualization
  • Automatic categorization and archival
  • Query past engagements in natural language
WindShift Office connector inside Microsoft Excel
Office Connectors

Work where you already work.

MS365 plug-in live. Interact with WindShift directly in Excel, Word, and PowerPoint. No context switching.

  • MS365 add-in for Excel, Word, PowerPoint
  • Pull research and data without leaving Office
  • Push updates back to WindShift automatically
←Drag to explore→

What's Live Right Now.

Production platform. Real workflows. Measurable results. Built with aerospace-grade rigor, designed for every industry.

Document Intelligence

Vision-enabled processing. CIMs, VDRs, contracts — structured and searchable in minutes.

Agentic Deep Research

Multi-source synthesis with inline citations. Professional-grade research reports on demand.

Studio & Presentations

Board-ready PPTX, Word, and Excel. Generated from research, exported to native Office formats.

Workflow Canvas

Drag-and-drop node editor. Connect agents, tools, data sources. Save and reuse templates.

Knowledge Repository

Graph-based institutional memory. Categorize, archive, and reuse intelligence across deals.

Data & Analytics

Conversational analytics on proprietary datasets. Natural language queries on complex data.

AI Agent Teams

Rainmaker, Surveyor, Profiler, Oracle — specialized agents for every phase of diligence.

Office Connectors

Work directly in Excel, Word, and PowerPoint. MS365 plug-in live and operational.

SDK & Customization

Create custom nodes, templates, and workflows. Enterprise-ready extensibility for any procedure.

Calculate your savings

See how WindShift reduces time and costs across your diligence workflow.

Windshift Platform Maturity

Phase 3
50% savings
PilotScalingMatureAdvancedFull

Windshift Per Deal Savings Calculator

$600M
4 weeks
5 vendors

Internal Cost Savings

$93,407

54% reduction from baseline

Advisor Fee Savings

$280,220

54% reduction from baseline

FTE Days Saved

49 days

Hours Saved

~394 hrs

Advisor fee:$523,077
Internal baseline cost:$174,359
With WindShift:$80,952
How this is calculated

• Advisor fee & internal costs interpolated from historical experience

• Costs scale linearly with deal size and timeline (weeks)

• Savings% by phase: 1=20%, 2=35%, 3=50%, 4=60%, 5=70%

• FTE days = 63 × (weeks/4) × phase factor

*Estimates based on historical consulting engagement benchmarks

Get started in three steps.

From first conversation to production workflows — we move fast.

1

Request a Demo

See the platform in action on your use case.

2

Scoped Pilot

Start focused on one workflow. See results in days.

3

Scale & Customize

Expand across workflows. Custom templates, nodes, and integrations.

We offer customization services — using the SDK, creating custom nodes, templates, and workflows is fast and straightforward

50%+Execution Cost Reduction
15 minRequest to Structured PPTX
3 GLG callsReplaced per Research Run

Watch WindShift in 90 Seconds

“We ran a call with a top materials processing expert... he validated everything WindShift came back with without any prompting.”

— Consulting Partner

Ready to make AI-native execution your competitive advantage?

See WindShift on your workflow. Most teams are live within a week.

Or email us directly: hello@windshift.io