Agent library

Agents for the work your deal teams repeat.

Each one takes a recurring job, runs it across the systems it needs, and returns the finding in the form a partner signs off. It is cleared against the reader's entitlements before it opens a file, and every run leaves a signed record.

Pipeline
Weekly deal flow digest
Posts each partner's pipeline changes, risks and asks before the Monday meeting.
Runs
Weekly, Monday morning
Reads
Deal CRM · Email and Microsoft 365 · Call notes
Pipeline
Stalled deal follow-up
Finds deals quiet for 14 days and drafts a follow-up from the last call.
Runs
Daily
Reads
Deal CRM · Call notes · Email and Microsoft 365
Pipeline
Mandate fit review
Tests every deal against the fund's mandate: size, sector, control and returns.
Runs
Twice weekly, per deal
Reads
Deal CRM · Email and Microsoft 365 · Investment criteria
Inbound
Banker inbox triage
Sorts every teaser and banker reply, and flags urgent ones to the deal owner.
Runs
Every 15 minutes
Reads
Email and Microsoft 365 · Deal CRM
Research
Management meeting prep
Briefs each partner before every meeting: deal status, last conversation, new contacts.
Runs
Each morning
Reads
Calendar and Microsoft 365 · Deal CRM · Call notes
Signals
Headcount momentum
Flags target companies whose teams grow faster than the business, before a process starts.
Runs
Quarterly
Reads
Workforce data · Job postings · Deal CRM
Research
Track record miner
Turns outcomes in board packs and exit memos into proof points for fundraising.
Runs
On exit and at quarter close
Reads
Board packs · Exit memos · Portfolio company reporting
Modeling
DCF and comps build
Builds the DCF and trading comps in the firm's own template, with every input sourced.
Runs
On new mandate
Reads
Financial data provider · Company filings · Model templates
Modeling
LBO model build
Sets up the LBO on house assumptions and shows what a sponsor could pay.
Runs
On request, per buyer case
Reads
Financial data provider · Precedent transactions · Model templates
Modeling
Accretion/dilution analysis
Runs EPS accretion and dilution across price, cash and stock mix, and synergy cases.
Runs
Per offer scenario
Reads
Valuation models · Consensus estimates · Company filings
Materials
Company profile slides
Turns filings and data pulls into profile pages laid out in the house pitch book format.
Runs
On request
Reads
Company filings · Financial data provider · Pitch book templates
Materials
Strategic rationale draft
Drafts the case for the deal in the firm's voice, drawn from past pitches that won.
Runs
On new pitch
Reads
Past pitch books · Call notes · Company filings
Materials
Information memorandum draft
Writes the first CIM draft from management materials, in the structure the firm always uses.
Runs
On mandate signed
Reads
Management materials · Virtual data room · Past CIMs
Materials
House style check
Checks every deck and model before it goes out: template, footnotes, sources and numbers that tie.
Runs
Before each draft is sent
Reads
Document management · Pitch book templates · Valuation models
Research
Sector research report
Drafts the sector pages for a pitch: market size, trends, recent deals and trading levels.
Runs
Weekly, per coverage sector
Reads
Research subscriptions · Precedent transactions · Past pitch books
Diligence
Data room diligence
Reads every upload to the data room and flags gaps, red flags and open requests.
Runs
On data room upload
Reads
Virtual data room · Diligence request list · Email and Microsoft 365