AI Agents, Tailored to Your Firm's SOPs
Purpose-built agents tailored to your firm's SOPs — your valuation templates, client data formats, and review standards. Take on more engagements without scaling headcount.
Three Agents. End-to-End Valuation Coverage.
From messy client data to partner-ready deliverables — agents tailored to your firm's SOPs, templates, and review workflows.
Client Data, Extracted and Mapped Automatically
Your Data Extraction Agent handles the messy reality of client data — annual reports, Tally exports, tax returns, MIS. It extracts, reconciles, and maps directly into your valuation template. Tailored to your firm's SOPs and field mappings.
- Tailored to your firm's valuation templates and field mappings
- Auto-reconciles when different source documents report different numbers
- Handles Indian formats: lakh/crore, ITR schedules, Tally exports
DCF, Comps, and Precedent Models in Your Template
Your Valuation Building Agent knows your firm's model templates and methodology preferences. Describe the engagement and it builds the valuation — DCF, comps, precedent transactions — tailored to your firm's SOPs so your associate reviews, not builds from scratch.
- Builds in your firm's proprietary valuation templates
- DCF with WACC, terminal value, and sensitivity tables per your methodology
- Blended valuation with football field and weighted methodologies
Catch Errors Before They Reach the Partner
Your Model Review Agent traces every formula chain in the model — hardcodes, broken links, circular references. It catches the errors that manual review misses, tailored to your firm's review checklist and quality SOPs.
- Follows your firm's review checklist and quality standards
- Detects hardcoded values, circular references, and broken cell links
- Generates an audit trail with cell-level explanations for partner sign-off