Halten

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.

  • Inbound

    Deal/client intake agent

    Logs every new deal and client request, tests it against the mandate and routes it to the right team.

    Runs
    On each new inbound
    Reads
    Email and Microsoft 365 · Deal CRM · Investment criteria

  • Research

    Research and data agent

    Pulls market data, filings and recent deals into a sourced brief for the deal team.

    Runs
    On request, per deal
    Reads
    Research subscriptions · Financial data provider · Precedent transactions

  • Materials

    Company profile agent

    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

  • Modeling

    Financial modeling agent

    Builds the DCF, comps and LBO in the firm's own template, with every input sourced.

    Runs
    On new mandate
    Reads
    Financial data provider · Company filings · Model templates

  • Materials

    Strategic narrative agent

    Drafts the equity story and 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

Illustrative. In discovery each agent is scoped against your own systems, entitlements and committee calendar.

Not in the library

Bring us the job your team repeats.

A real one, like the quarterly pack or the check done by hand before committee. We will show you the agent it becomes.

Talk to a founder →See it answer a question