A private knowledge graph for finance firms
Homebase connects your firm’s documents, people, and deals into a private knowledge graph — an internal AI assistant trained on your own files that answers your team’s questions in plain language, with every answer cited to its source. Built for finance, wealth, and advisory firms. Installed and run by Bardo in 4–8 weeks, and kept private to your firm.
Ask your firm anything
Where is the latest version of the fee agreement? What did we tell this client last quarter? Who has worked on a deal like this before? The answers exist — in folders, inboxes, and people’s heads. Homebase puts them one question away.
A private knowledge graph
Connects every document, person, and company into a second brain your team can question in plain language — private to your firm, never shared.
Plain-language answers, cited
Ask questions across everything your firm knows and get sourced answers — every one cited to the document it came from, so staff can verify it.
Compounding memory
Every new document makes the system smarter, with no re-training to manage. Knowledge stops walking out the door when people leave.
Folder archaeology, a generic chatbot, or Homebase
| Dig through files & ask around | Generic AI chatbot | Homebase, installed | |
|---|---|---|---|
| Where answers come from | People's memory and folder archaeology | The public internet — not your firm | Your firm's own documents, people, and deals |
| Can you trust the answer | Depends who you asked | It can make things up, with confidence | Every answer cited to its source document |
| Privacy | Internal, but scattered | Depends on the vendor's terms | Private to your firm — trains no one else's models |
| Knows your firm's context | Only what each person remembers | No — it has never seen your files | Maps how your documents, people, and deals relate |
| Setup | None — it's just slow, every time | Minutes, but it stays generic | Installed in 4–8 weeks, built around your documents |
| Gets smarter over time | Knowledge walks out the door with staff | Never learns your firm | Sharper with every document you add — no re-training |
| Who runs it | Everyone, in the gaps between real work | You | Bardo builds and runs it for you |
What stays with your people
Homebase answers
The questions that eat hours: where things are, what was agreed, who knows what, how this deal compares to the last one — instantly, with citations.
Your people decide
Advice, judgment, and client relationships stay human. On regulated work, a person always stays in the loop — Homebase informs the call, it doesn't make it.
A generic chatbot is fine for
Public-knowledge questions and first drafts. The moment the question is about your firm — your clients, your documents, your deals — generic tools have nothing to stand on.