Zarna

AI agent

AI associates for private-equity and investment-banking teams: agents screen incoming teasers, redline NDAs, file deals and documents into the CRM, log every call and meeting, prepare pre-call briefs, and an Analyst answers questions across DealCloud, Outlook and SharePoint with sources, in Teams, Outlook or the Zarna workspace; sold by demo with no published price.

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TypeAI agent

RoleStandalone tool

Bought forAutomate a repetitive process

AvailabilitySold

DeploymentSaaS, Private cloud, Self-hosted

Intended forEnterprise, Business team

SecurityVendor-asserted

CertificationsSOC 2 Type II, ISO/IEC 27001

Trains on customer dataNo

Zero data retentionUnknown

Data residencyNot recorded

Security featuresNot recorded

StatusActive

Sold withinPackaging not stated — the vendor’s page was checked and named no parent or plan

PricingEnterprise quote — official pricing ↗

Pricing, Deployment, Security, Sold within — zarnaai.com · 18 Oct 2026

What it does

Financial analysis
Workflow automation

Features 4

Teaser screeningScreens incoming teasers against the firm's thesis as they land.
CRM entry for bankersWrites every call, email and meeting into the CRM automatically.
AnalystAnswers questions across DealCloud, Outlook and SharePoint with sources attached.
Model-agnosticUses the best model for each task and swaps it as the frontier moves.

zarnaai.com

Sources

Pricing

Official documentation · 18 Oct 2026

Home page: Book a Demo and Request a Demo calls to action; no plan or price is published on the pages read.

Description

Official documentation · 18 Oct 2026

Home page: "Zarna's agents work both sides of the table: the sponsors buying and the banks selling."

What it does

Official documentation · 18 Oct 2026

Home page: "Zarna's agents work both sides of the table: the sponsors buying and the banks selling."

Constraints

Official documentation · 18 Oct 2026

Derived from the security facts on this page, from the same source.

Security

Official documentation · 18 Oct 2026

Home page security block lists SOC 2 Type II and ISO 27001 and states customer data never trains the agents or underlying models; vendor claims, not an auditor listing.

Sold within