Bespoke Workflows & AI
Bespoke workflows with intelligence built in.
We build bespoke workflows on your platform — each one powered by agents, skills, and automations shaped around how your firm actually invests. Not generic modules you bend around. Intelligence that reasons, acts, and reports back inside your dashboard.
- Bespoke workflows with embedded agents for your team
- Reusable AI skills composed into every workflow
- Governed, logged, and measured like the rest of your stack
Bespoke AI Workflows
Workflows that run your process end to end.
Deal screening, diligence, research, LP reporting — we build the workflow and wire in the agents that do the work. Each workflow gets its own models, tools, and guardrails, live inside your private instance.
- Purpose-built flows for your investment team and your LPs
- Agents that draft memos, route deals, update records, and follow up
- One place to run the workflow and see what the AI did
Agents
4 of 12AI Skills & Automations
Compose intelligence from reusable parts.
Every bespoke workflow draws on a library of skills — earnings summarization, pitch-deck parsing, thesis drafting, LP Q&A — versioned and shared across your firm. Build the workflow once; improve the AI everywhere it runs.
- Skills published once, reused across public and private books
- Swap models per job without rebuilding the workflow
- Automations chained behind approvals when stakes are high
Skills library
34 activeGoverned by Design
Custom AI with the controls partners expect.
High-stakes actions route through review queues. Every agent run is logged. Spend rolls up to the person, desk, and strategy that triggered it — even inside bespoke workflows we built for you.
- Approval gates before LP letters, IC memos, or trade recs
- Full audit trail across agents, skills, and sessions
- Budgets and alerts before bespoke workflows overspend
Review queue
3 pending