Agent
Purpose-built for investment work, not adapted to it. An agent here reads filings the way an associate should: fully, sceptically, with the firm's criteria in hand. Not a chatbot in a tie.
Products
Each part earns its place by removing legwork from a real workflow. The windows below aren't screenshots; they're the actual choreography, rendered by the same engine as this page.
Purpose-built for investment work, not adapted to it. An agent here reads filings the way an associate should: fully, sceptically, with the firm's criteria in hand. Not a chatbot in a tie.
Your criteria, relationships and prior work, on tap. The pass decision from 2023, the call note from the site visit, the partner who knows the chair. Kept, current, and put in front of the right work at the right time.
› have we met this company before?
call notemar 2024
Met CEO at the Runcorn site. Strong on retention economics; wary of capex story.
source: firm KB
passednov 2023
Went to the wire on price. Runner-up at 11.2x; vendor stayed in.
source: IC minutes
relationshipcurrent
MJ knows the chair from the Redwell exit. Warm route in.
source: firm CRM
CRM, files, notes, meeting transcripts and the web. Connected and current, with permissions respected. Agents only reason over what your firm is entitled to see.
Whole company universes, enriched, scored and ready to be argued with. Every cell carries its source, so the argument is about judgement, not data quality.
Briefs, maps, memos and outreach. Delivered into your inbox and your drive, not demoed in ours. Structure first, prose second, citations throughout.
Project Alder · pre-IC note
Draft · awaiting reviewReviewed · MJ · 09:12
A person in the loop wherever it matters. Which is more places than most vendors admit. Sign-off gates are configured per workflow and leave a trail.
Start
Pick the one that eats your Tuesdays. We'll map it, show you what the agent version looks like, and tell you honestly if it isn't worth building.