Agents We Have Built and Run
Each agent below is one we have built, tested, and operate in production. They are available as templated capabilities that work across your connected data sources from day one. Every agent runs within the Platform's governance framework with full audit trails. Need something different? Custom governed agents can be constructed rapidly for any defined use case.
Meeting briefing agent
You open your laptop before a 9am client meeting. A briefing is already waiting. It includes a summary of recent correspondence, the current status of active engagements, outstanding invoices (flagging any overdue), your team’s utilisation on their projects, and the last three deliverables your firm produced for this client. You did not ask for any of this. The agent prepared it overnight based on your calendar and the client’s engagement history.
The briefing draws from CRM, finance, resource planning, documents, and meeting history simultaneously. It is assembled by an agent that reads from the canonical data layer and delivers the output to your email or Slack before the meeting starts. Every briefing is logged. The agent operates in suggest mode: it provides information, it does not take actions.
Three minutes of reading replaces thirty minutes of checking six systems.
Proposal & communication drafting
A partner asks the agent to draft a proposal for a new engagement. The agent pulls the client’s history from CRM, previous proposals your firm sent to this client and similar clients, the engagement terms that worked last time, relevant case studies from your document store, and the contact’s communication preferences inferred from past correspondence.
The draft arrives with the right tone, the right references, and the right commercial framing. Not because the agent is creative, but because it has access to every successful proposal your firm has ever written, the context of this specific relationship, and the structured data that tells it what services this client has bought before.
The same pattern applies to engagement letters, follow-up emails, and client updates. Each draft is informed by both the structured record (CRM, finance, project data) and the unstructured history (emails, meeting notes, previous documents). You review, refine, and send.
IC memo preparation
An investment committee meeting is scheduled for Thursday. The agent assembles the memo: the original deal thesis from the CRM, current portfolio company performance against the value creation plan, relevant KPIs normalised from the company’s reporting, board materials from the last three meetings, and contextual intelligence from the firm’s historical dataset on comparable investments.
Standard sections are populated from the knowledge graph. Narrative sections are drafted from the firm’s accumulated deal context: what worked in similar sectors, what the firm has learned from comparable hold periods, how this investment’s trajectory compares to the portfolio average. The partner reviews, refines, and approves.
The memo improves with every fund cycle. The agent draws on an expanding base of institutional knowledge, pattern-matching across vintages in ways that would take a human analyst days of manual research.
Client onboarding & triage
A new engagement is won. The agent initiates onboarding: assembling compliance documentation, running conflict checks against existing client relationships in the knowledge graph, pulling relevant precedent from similar engagements, and creating the project structure in your resource planning system.
It draws from CRM deal data, the compliance register, document management, HR records for team availability, and engagement history. The agent identifies which team members have relevant experience, flags any capacity constraints, and surfaces lessons learned from comparable projects.
The gap between deal close and delivery start shrinks from weeks to days. The engagement team inherits the full context of the sales process, the client’s history with your firm, and the institutional knowledge from similar work, without anyone having to manually assemble it.
Timesheet draft agent
It is Friday afternoon. The agent has drafted timesheets for your team based on their calendars, project allocations, and meeting attendance. Each person receives a notification with a pre-filled entry and a simple prompt: review and submit. What used to take twenty minutes of recall and data entry takes two. Compliance improves because the friction is gone.
The agent cross-references calendar entries, project allocations, and meeting records to identify where time was spent. Draft entries are prepared for review. You approve, adjust, or reject. Over time, as the agent proves accurate, it can submit entries directly, with full audit trail and the ability to revert.
Portfolio monitoring & LP reporting
Fifteen portfolio companies reporting in different formats, different periods, different definitions of adjusted EBITDA. The Platform normalises it all into comparable operational metrics in a single view. Revenue growth, headcount trends, client concentration, engagement health. The operating partner sees across the portfolio without requesting separate reports or reconciling different definitions of the same metric.
When LP quarterly reports are due, the agent assembles narrative sections from board materials, financial data, and portfolio company communications. Every claim is traceable to source data. Non-financial leading indicators, including talent density, employee retention, customer sentiment, are tracked across the portfolio and benchmarked, creating a proprietary dataset that grows more valuable with every investment.
The mechanical normalisation is handled. The investment judgement is preserved for humans.
Document review & compliance
Contracts, engagement letters, regulatory filings, and third-party agreements are scanned against your firm’s compliance requirements and historical precedent. The agent flags non-standard terms, identifies clauses that deviate from your templates, and cross-references obligations with existing commitments in the knowledge graph.
For PE firms, this extends to portfolio-wide compliance monitoring: tracking regulatory changes that affect multiple investments, identifying governance gaps before they become audit findings, and maintaining the evidence trail that buyers and their advisers look for at exit.
The agent does not replace legal review. It ensures that nothing reaches a lawyer’s desk without the relevant context: the history of this relationship, comparable terms your firm has accepted before, and the regulatory environment that applies.
Institutional memory
A senior consultant resigns. In a traditional firm, this triggers a scramble to capture what they know before they leave. With the Platform, the knowledge is already in the system: which clients they managed, what approaches they used, which proposals succeeded and why, what the client’s preferences and sensitivities are.
The Platform captures decision context as a natural by-product of daily operations. Every significant interaction, engagement outcome, and client conversation is indexed and searchable via semantic search. New partners inherit the accumulated judgement of their predecessors. The firm’s collective intelligence compounds rather than resetting with each departure.
This is the most differentiated value the Platform provides over time. Connected data tells you what happened. Institutional memory tells you why it happened, what was learned, and how to apply that learning next time.
KPI tracking & anomaly detection
Operational KPIs that update continuously from live data rather than requiring monthly manual calculation. Revenue per head. Margin by engagement. Pipeline coverage ratio. Client concentration risk. Each metric drawn from the canonical data layer, reconciled across source systems, and presented in dashboards or surfaced through natural language queries.
“How does this quarter compare to Q1?” answered in seconds with an in-line chart. Trend analysis and anomaly detection that highlights when a metric moves outside its normal range. The managed Metabase layer provides a dashboard builder for teams that want persistent visual views.
Company data in your AI tools
MCP integration means your company’s operational data is available in the AI tools you already use. Ask Claude Desktop about your pipeline. Query CoPilot about upcoming capacity. Draft an email in your AI assistant with full context about the client’s history, engagement status, and recent interactions.
Your AI assistant gains the context of your actual business, not just the internet. No separate interface required. The same canonical data layer, the same governance, the same access controls.
See how this applies to your firm.
Every firm's operational questions are different. We are happy to walk through how these use cases would apply to your specific systems and workflow.
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