Custom AI Agents, Tailored to Your Fund's SOPs
Deploy purpose-built agents tailored to your fund's SOPs. From deal modelling to portfolio consolidation — agents that follow your workflows, not generic templates.
Your Deal Team, Augmented by Agents
Purpose-built agents for every stage of the deal lifecycle — each one tailored to your fund's SOPs, templates, and reporting standards.
From Data Room to Deal Model — Automatically
Your Deal Modelling Agent ingests data room documents, understands your fund's model templates, and builds fully-linked DCF models with comparable analysis. Tailored to your fund's assumptions framework and formatting standards.
- Tailored to your fund's model templates and assumption sets
- Builds DCF and valuation models with full formula transparency
- Auto-structures comparable company and transaction multiples from your preferred data sources
Screen Dozens of CIMs Against Your Investment Criteria
Your Pipeline Screening Agent extracts key financials from CIMs, scores them against your fund's specific investment criteria, and surfaces the targets that fit — tailored to your sector focus, size thresholds, and margin requirements.
- Follows your fund's sector focus, size thresholds, and margin requirements
- Extracts revenue, EBITDA, and growth metrics from CIMs automatically
- Flags red flags and outliers based on your historical deal patterns
Deep-Dive Any Portfolio Company's MIS in Minutes
Your Portfolio Analysis Agent knows each portfolio company's KPIs, reporting quirks, and historical trends. It surfaces second-order insights and generates the exact questions your portfolio CEO won't want to answer — tailored to your fund's reporting SOPs.
- Tailored to each portfolio company's historical MIS and KPI benchmarks
- Surfaces insights across geography, product line, and time period
- Generates data-backed questions with citations to source data
One Consolidated View Across Every Portfolio Company
Your Portfolio Consolidation Agent normalizes reporting across every portfolio company — regardless of format, timeline, or level of detail. It flags what needs attention before the board meeting, following your fund's reporting SOPs.
- Follows each portfolio company's reporting format and cadence
- Flags variances and discrepancies across portfolio companies automatically
- Produces LP-ready reports in your fund's standard template