Custom implementation
Custom agents, built around your work.
We build agents for specific jobs, from screening deals to preparing reports, and connect them to the tools your team already uses.
One example
An incoming deal, screened for your team.
A deal screening agent can take work off an analyst's plate without making the investment decision for them.
01
A deal arrives
A broker email and its documents reach the agent.
02
The agent does the first pass
It reads the materials against your investment criteria and flags gaps or questions.
03
Your team reviews
An analyst checks the findings and decides what happens next.
Where it lives
Use an agent where the work already happens.
An agent can start with an email, answer a question in Slack or Teams, or work alongside someone in Claude, ChatGPT, or Microsoft Copilot. When a team needs a place to review results and manage a queue, we build that application too.
Built for real work
We design for the messy cases.
We define the job with your team, test it on representative work, make room for exceptions and human review, and hand over something your firm can use and maintain.