Custom agents & workflows
Whatever your firm needs, built for your firm.
We don't sell you a fixed product list and leave you to fit your firm around it. We run discovery, learn your processes, documented or not, and build the agents and workflows that do your work. Here's what that looks like.
How we build
Discovery, build, run. No migration.
Discovery
One working session. You prepare nothing. We map your processes from how you operate today, even pure spreadsheets and email.
We build
Your Operations Engineer builds the agents and workflows, your rules, your terminology, your approval gates, on Xero, Sage, fund admin, or spreadsheets. No migration.
It runs
The AI does the work. Your team reviews and approves. Your Operations Engineer keeps it tuned. You keep judgment and sign-off on every output.
Examples
A few of the agents we build. Yours will be specific to your firm.
KYC & onboarding packs
Assembles investor and counterparty onboarding packs, runs the checks, and drafts the documentation, your Operations Engineer keeps the rules current, your team approves.
Audit preparation
Pulls together the evidence, reconciliations, and supporting schedules your auditors ask for, structured to your file format. You review and sign off.
DDQ response drafting
Drafts responses to investor due-diligence questionnaires from your prior answers and source documents, flagging anything that needs a partner decision.
Side-letter & MFN monitoring
Tracks side-letter terms and most-favoured-nation obligations across your investor base, surfacing conflicts before they become problems.
IC memos & investment intelligence
Builds investment-committee memos and pulls together the intelligence behind them, in your house format and terminology. Judgment stays with the committee.
Cap-table maintenance
Keeps cap tables current as rounds, conversions, and transfers happen, reconciled against your records, ready for your check.
Internal knowledge search
Answers questions across your documents, deal history, and correspondence so your team finds what it needs without digging through folders.
Inbox & action triage
Reads incoming requests, routes them, and drafts the next action, turning a busy shared inbox into a clear, prioritised queue.
See what we'd build for your firm.
One working session maps your processes, documented or not, and shows you exactly which agents and workflows we'd build.