Twenty-four agents in five sets.
Each set covers one part of the work of an investment firm.
Open any agent to see the problem it solves, how it solves it and what you get. Take one set or all five: they read the same clean data, so each set makes the others more useful.
Operator
The back office: data, reports, finances and security.
Monitor
The portfolio: what is happening in every company, shown to the right audience.
Investor Relations
The capital: finding, converting and keeping the people who invest with you.
Analyst
The deals: finding them, checking them and deciding what to do with each one.
Investor
The edge: a co-investor trained on the best in your niche.
One rule across all five: every result shows where its information came from, and a person approves anything that leaves the firm.
Operator. Your data, reports and finances in order.
The work nobody sees until it goes wrong. The Operator does it every day, inside your Private GPT.
Data Organizer
Sorts every file across your drives into one clear structure, and keeps it that way.
See how it works →02Data Auditor
Cleans your data, finds the gaps and catches the numbers that do not match.
See how it works →03Partner Reports
A personal report for each general partner, built from the same clean data.
See how it works →04Investor Reports
A personal report for every limited partner, in their language, checked against the books.
See how it works →05Financial Statements
Balance sheets and financial statements prepared from your own records.
See how it works →06Finance Controller
An AI finance director that watches your money and prepares the filings on time.
See how it works →07Market & Niche Data
Fresh data on the markets and niches you invest in, collected and sorted for you.
See how it works →08Private GPT
Your firm's own private AI: you choose the models, govern the data and control how your people use it.
See how it works →09Data Governance
Tracks who touches which data, and raises a flag when something looks wrong.
See how it works →10Cyber Guard
Protects the firm, its people and its devices against the attacks aimed at investors.
See how it works →Private GPT. Built safe, or not built at all.
You choose the models
Each agent runs on the model that does its job best, chosen by testing it on your kind of work, not by public rankings. You can change it at any time.
You govern the data
Each team sees only its own documents, every access is recorded, and clear rules decide what may leave the firm.
You control the usage
You decide who uses which agent, and you see what each person and team uses and what it costs.
A person approves, every source shown
Agents prepare and suggest. Anything that leaves the firm waits for a person's approval, and every figure links to where it came from.
Monitor. Every company, watched.
Three views of the same portfolio: for the partners who decide, for the investors who need to stay informed, and for owners who run their companies hands-on.
Portfolio Monitor
For partners: every portfolio company scored, explained and ready for your next founder meeting.
See how it works →12Investor Portal
For limited partners: the right amount of information, clear, regular and engaging.
See how it works →13Hands-On Monitor
For owners who run their companies: detailed operating data, in real time.
See how it works →Investor Relations. From a first name to a signed commitment.
For firms that raise money: venture funds and private equity. Every message goes out under your name, after your approval.
Investor Finder
Builds the profile of your ideal investor and finds them, starting with your own network.
See how it works →15LinkedIn Engine
Runs your partners' LinkedIn: authority posts, connections and conversations, inbound and outbound.
See how it works →16Email & Newsletter
Keeps every prospect and investor warm with the right email at the right time.
See how it works →17Events & Masterclasses
Turns events and masterclasses into investors: invitations, follow-up and conversion.
See how it works →18PR Desk
Your firm's voice in the press and in every other channel, kept consistent.
See how it works →19Conversion Copilot
Supports every investor conversation until the commitment is signed.
See how it works →Analyst. More good deals, checked properly.
Finds opportunities, checks every claim and tells you what to do with each company. It takes weeks of manual analysis off your team and raises the quality of every evaluation.
Deal Scout
Opens channels that bring you investable companies before others see them.
See how it works →21Deal Analyst
Checks every deck against open sources and tells you what is true, missing or wrong.
See how it works →22Company Advisor
For each company you own: what to do next, with several options to choose from.
See how it works →23Fund Scout
Finds and checks private equity and venture funds, by niche and by stage.
See how it works →Investor. Learns from the best, brings you alpha.
A multi-layer learning system that gradually becomes the most intelligent investor in your niche. Offered to specific firms only, and to one firm per niche.
Offered to specific firms only, and to one firm per niche. If we build the Investor for you, we do not build it for a competitor in your niche. Your decisions and results train only your Investor, and it belongs to you.
How each agent is delivered
We connect it to your data, test it on your real material with your team, then switch it on. Most agents were first built for a working venture fund, so we adapt them instead of starting from zero. Start with one set and add the others as each one proves itself.
Not sure where to start?
The diagnostic shows which agents would save your team the most time, and in which order to build them.
Get a diagnostic