Project Fortuna demo · 3-minute intake-to-report workflow live

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Phoenix
Deal Command Center
Live

Live dashboard

Policy management

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Request completion
—
Findings pending
14
Days to report
General LiabilityChubb
Workers CompensationThe Hartford
Cyber LiabilityAXIS
Umbrella / ExcessLloyd's

All policies and diligence artifacts in one place.

Why clients trust us

From diligence teams

“Rather than replacing our professionals, the platform automates administrative work so the team can focus on judgment, strategy, and client advice.”

Todd Thomas
Producer · Mahoney team

“Every recommendation must require human approval before it is included in the final report.”

Client requirement
AI document review

“The demo should start on intake — drop the CIM and call, then walk the room through the rest in three minutes.”

Demo workflow
Project Fortuna · ref/a

Focus on your business,

We'll handle the rest

Deal teams
Collaboration
Modern workspace
Strategy sessions
Client advisory
Due diligence
Professional judgment
Analytics
Document review
Transaction closing
Executive briefing
Risk management
Deal teams
Collaboration
Modern workspace
Strategy sessions
Client advisory
Due diligence
Professional judgment
Analytics
Document review
Transaction closing
Executive briefing
Risk management

Swipe to browse · 12 scenes from deal teams and diligence workflows

Focus on your business,

We'll handle the rest

Start the Fortuna demo →