Eight agents built on the ontology, working across the full investment lifecycle - sourcing, diligence, modelling, memos, covenants and reporting.
AI-Powered Leveraged Buyout
Upload financial documents and let AI extract data, build a full LBO model, and generate Excel and PowerPoint outputs. Includes chat-based scenario analysis and version history.
Chat-Driven Dataset Sourcing
Compile thousands of candidate companies from Companies House, market data and the web, deduped with per-field provenance, then refine the dataset conversationally beside a live results panel.
AI-Powered Web Intelligence
Full web scrape and AI analysis for any company. Enter a natural language prompt and receive a report covering financials, news, leadership, competitors, ESG and market sentiment.
AI Lever & Scenario Reasoning
Pick a lever and quantify the upside using your docs, the web, and industry analogs, with explicit confidence and counter-evidence.
Investment Committee Memo
Drafts a comprehensive Investment Committee Memo for any target company. Synthesises deal rationale, financial analysis, risk factors and investment thesis into a board-ready document.
Risk factors
Cited: CIM p.31 · QoE p.7 · Credit agreement §6.2
Portfolio Simulation & Quant Analytics
Seeded Monte Carlo and stress testing over live holdings data: configure drivers by hand or in plain English, read the fund’s value as a distribution, and export the full audit trail to Excel.
Covenant Monitoring & Breach Forecasting
Reads credit agreements into a covenant register, tests the financial ones each period against their contractual definitions, and says how far EBITDA can fall before the next test trips.
EBITDA can fall 2.1% before the fixed charge test trips at the next measurement date.
Automated Portfolio Reporting
Build recurring portfolio and fund reports from live platform data, generated on a schedule and delivered by email.
Every agent reads from the same governed layer your analysts do, so it starts with your funds, deals, companies and holdings rather than asking you to paste them in.
Results carry their audit trail, and candidate data carries provenance per field - so a figure in a memo can be taken apart rather than taken on trust.
Models export to Excel and PowerPoint, reports to the formats your LPs already receive. The output is the artefact, not a picture of one.
An agent’s output becomes an object like any other, so the next piece of work - by a person or an agent - starts from it.
Bring a real target and we will run it through sourcing, research and a model while you watch.