20+ Purpose-Built Agents.
One investment team.
Purpose-built AI co-workers covering the full investment lifecycle — from sourcing to screening, diligence, and monitoring.
What can they do?
Meet our team of co-workers
Market Map
Deal OriginationCompetitive IntelligenceMarket Research
Map every company competing in a market, product category, or investment thesis — returns a scored universe with firmographics, financial signals, and thesis-fit ratings.
Competitor One Pager
Competitive IntelligencePortfolio BenchmarkingDeal Screening
Identify the closest competitors of a given company — returns a one-pager slide for each with firmographics, positioning, and similarity scoring.
Company One Pager
Pre-Meeting BriefingsDeal ScreeningPortfolio Benchmarking
Turn up to 100 company URLs into structured, comparable profiles — returns a one-pager slide for each with firmographics, financials, and business overview.
M&A Intelligence
Buy-Side M&A AdvisorySell-Side M&A AdvisoryCorporate Development
Surface acquisition activity in a sector or around a company — returns structured deal records with acquirer profiles, deal values, strategic rationale, and source coverage.
Funding Intelligence
Investor MappingDeal SourcingSector Research
Surface funding activity in a sector or around a company — returns structured round records with stage, amount, investor profiles, and source coverage.
Thesis Screening
Deal ScreeningDue DiligenceDeal Origination
Score a universe of companies against your firm's investment criteria — returns a ranked shortlist with fit ratings across sector, size, ownership, growth, and geography.
Target Screening
Corporate DevelopmentBuy-Side M&A AdvisoryDeal Screening
Score acquisition targets for a named acquirer based on strategic fit — returns ranked candidates with feasibility, synergy, and precedent scoring.
Buyer Screening
Sell-Side M&A AdvisoryDeal ScreeningDue Diligence
Score strategic and financial buyers for a named target — returns ranked acquirers with feasibility, synergy, and deal precedent scoring.
Company Primer
Due DiligencePre-Meeting BriefingsCompetitive Intelligence
Generate a complete first read on any company — returns a structured deck covering strategy, products, financials, M&A activity, and key insights, fully source-cited.
Company Deep Dive
Due DiligenceCompetitive IntelligenceStrategic Planning
Go deep on selected dimensions of a company — products, customers, leadership, business model, or strategic moves — with granular analysis beyond the primer.
Industry Primer
Market ResearchStrategic PlanningDeal Origination
Generate a complete first read on any sector or market — returns a structured deck covering market sizing, competitive dynamics, trends, and transaction activity, fully source-cited.
Industry Deep Dive
Strategic PlanningMarket ResearchDue Diligence
Go deep on selected dimensions of a sector — market structure, growth drivers, regulatory landscape, or innovation trends — with granular analysis beyond the primer.
Peer Comparison
Portfolio BenchmarkingCompetitive IntelligenceDue Diligence
Benchmark a company against a defined peer set side by side — returns a structured comparison across firmographics, financials, product capabilities, and business model.
Target Monitoring
Corporate DevelopmentDeal OriginationDeal Screening
Continuously track a set of target companies — surfaces event-driven signals across 30+ categories including deals, funding, leadership changes, expansion, and risk events.
Portfolio Monitoring
Portfolio MonitoringPortfolio BenchmarkingCorporate Development
Continuously track held companies as a set — surfaces divergence and emerging risks across 30+ signal categories, reporting what changed rather than restating what is known.
Market Monitoring
Deal OriginationMarket ResearchCompetitive Intelligence
Continuously track a sector across a defined event taxonomy — surfaces deal activity, funding rounds, leadership moves, expansion signals, and competitive shifts.
AI Monitoring
Competitive IntelligenceStrategic PlanningMarket Research
Continuously track how AI is reshaping a market — adoption depth in products, AI-native entrants, capital flowing to AI in the segment, and incumbent response.
How does it work
From research idea to decision-ready output
Prompt your AI.
Prompt from the AI tools you already use — Claude, ChatGPT, Gemini.
Agents go to work.
End-to-end agentic execution, powered by 65+ specialized sub-agents.
Deck gets delivered.
A finished, auditable, and source-grounded work product gets delivered.
What we promise
Cover more. Go deeper. Miss less.
Ready from day one.
15+ core agents that execute complex, document-heavy, multi-step workflows end-to-end.
Zero friction.
Delivered via MCP through the AI tools you already use (Claude, ChatGPT, and Gemini), directly to your inbox.
Source-grounded by design.
Proprietary claim validation, with inline citations to the relevant underlying sources.
On-demand.
Pay-as-you-go pricing, with no legacy contracts, long-term commitments, or upfront platform fees.
Proprietary data
A proprietary data layer for private markets.
3.5M+ private companies, with 55+ data points per company across firmographics, financials, funding, management, acquisition activity, and strategic signals.
Contact us
Request Access
We’re working with a growing group of ambitious investment and advisory teams. Request access to see how our AI co-workers can expand your team’s investment capacity.
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