The Analyst's Co-Pilot

From raw insight to
client-ready deck

Stop wrestling with slide layouts at midnight.
Octigen transforms your research (URLs, PDFs, spreadsheets) into polished, branded presentations. AI proposes the narrative. You stay in the driver's seat.
Minutes, not hours. Your brand, not generic templates.

🔗
Web Article nvidia.com/blog/...
📄
Research PDF Q4_Analysis.pdf
📊
Data Source portfolio_data.xlsx
✍️
Your Notes Key insights...
OCTI AI
Investment Thesis
Physical AI: Impact on Portfolio Allocation
  • NVIDIA Omniverse adoption +340% YoY
  • Industrial AI market CAGR 28.5%
  • Overweight: Robotics, Semiconductors
Sector Overweight % of AUM
Historical
Projected
20% 15% 10% 5% 0%
Q1 Q2 Q3 Q4 Q1* Q2*
✓ Native PPTX

Sounds Familiar?

You've done the hard work: the research, the analysis, the insight. But now you're spending hours copying text, aligning charts, fixing fonts, and praying the brand compliance team doesn't reject it.

📊 Investment Memos 📈 Market Updates 💼 Client Pitches 🎯 Strategy Decks 📑 Due Diligence Reports 🏦 Portfolio Reviews
1

Import Your Content

Paste a URL, upload a PDF, and/or connect your data sources. Octigen reads and extracts key themes relevant to your angle.

2

Architect the Story

AI proposes a storyline and a structure. You can reorder slides, select layouts, and adjust the flow before a single pixel is generated.

3

Intelligent Mapping

Content fits into your template placeholders. There are no generic layouts: text and charts land exactly where your brand dictates.

4

Granular Control

Inspect every element manually, or use AI to make improvements (shorten text, expand bullets, swap data points...). Nothing is final until you approve.

4 Steps to Client-Ready Decks

AI proposes,
you decide.

Octigen isn't a black box that spits out slides you can't edit. It's a co-pilot that accelerates your workflow while keeping you in complete control.

Review and approve every decision. The result is a native PowerPoint file, fully editable for those last-mile tweaks.

Seamless Research Integration

Your sources, structured automatically

Stop copy-pasting between browser tabs and slides.

Import directly from web articles, research PDFs, Excel files, and databases. Octigen extracts key themes and maps them to your presentation structure.

Whether it's a breaking market analysis or your firm's proprietary data, everything flows into one cohesive narrative.

🔗
Import from Web Link Paste any URL to extract and summarize content
📄
Upload Research PDF Drop analyst reports, white papers, or memos
📊
Connect Data Sources Excel, CSV, databases with live data injection
✍️
Write Custom Content Add your own analysis and commentary
Workflow: Quarterly Portfolio Review
Deck Structure
1 Title Slide once
2 Executive Summary once
3 Performance Charts 1-3
4 Holdings Breakdown 1-2
5 Outlook & Next Steps once
AI Instructions
Tone: Professional, analytical
Style: Data-driven narrative
Focus on YoY comparisons
Highlight top 3 performers
Include risk metrics
Data Connections
📊
Performance Chart → portfolio_returns.xlsx
📈
Benchmark Table → benchmark_api
🥧
Allocation Pie → holdings_db
Generate in 1 click Set parameters → Run → Polished deck
Repeatable Excellence

Once configured,
always consistent.

Stop reinventing the wheel for every deck.

Workflows are reusable blueprints that define exactly how a presentation type should be created: the narrative arc, the data sources, and the AI's guardrails.

Perfect for recurring deliverables like quarterly reviews, client onboarding decks, or monthly market updates.

Precision, Not Hallucination

Your brand. Your data.
Zero compromise.

We don't use generic "AI templates."

Bring your own corporate master. Octigen analyzes your template to ensure every placeholder is mapped correctly: fonts, colors, margins, all brand-compliant.

Smart fitting. Octigen doesn't just dump text. It truncates or expands narrative to fit specific text box constraints. Data injects directly into your tables and charts.

Guardrails are built in.

The system validates your master file to guarantee 100% brand compliance on every generated deck.

Template Analysis
P
corporate_master_2025.pptx
24 slides • 2.4 MB • Last modified today
Analyzing
Fonts Detected
Helvetica Neue Arial
Brand Colors Mapped
#1E4FE2 #FF6B35 #1A1A2E
Placeholders Identified
18 text boxes 6 charts 4 tables
Layout Rules Captured
Margins: 0.5" Grid: 12-col Align: Left
🛡️
Template Ready for Production All brand guidelines validated • 0 warnings
Why Octigen

Octigen vs generic AI / manual work

Not all AI is created equal. See how purpose-built presentation automation compares.

Feature OCTIGEN GENERIC AI / MANUAL

Built for scale, designed for compliance

Whether you need API-driven automation or strict data sovereignty, Octigen adapts to your technical and regulatory requirements.

For Developers

JSON-to-PowerPoint API

Integrate presentation generation into your existing workflows. Build custom tools on top of Octigen's engine.

Direct JSON injection
Auto slide replication
Smart pagination
Dry-run validation
Enterprise Ready

Cloud-Agnostic Architecture

Deploy where your compliance requirements dictate. Your data never leaves your chosen environment in self-hosted scenarios.

AWS / Azure / GCP
On-premise support
Docker & Kubernetes
Private Cloud SaaS
Let's Talk

Ready to transform your workflow?

Join leading professionals who've reclaimed hours each week. Tell us about your challenges and we'll show you what's possible.

15-Minute Demo See Octigen in action with your use case
🎯
Custom Pilot Test with your templates & data sources
🔒
Enterprise Ready SSO, compliance, on-premise options
Octigen's team is trusted by
Asset Managers Fund Administrators Consulting Firms