Enterprise
We automate the research process your team already runs — then use agentic AI to take it further than a human desk can. Deployed inside your mandate, your constraints and your data room.
Working with
How we add value
Stage 01
We start from your existing process — the screens, the memo template, the committee pack, the monthly monitoring run — and rebuild it as an agent pipeline that produces the same artefact, faster and identically every time.
Stage 02
Once the mechanical work is off your analysts' desks, the agents go further than a human team can: adversarial challenge rounds, wider comparable sets, regime stress tests and pattern reads across everything you have ever seen.
Off the shelf
Training
Thesis
Deal analysis
Monitoring
ConclaveAsset allocationThesisDeal analysisMonitoringConclaveAsset allocationTrainingThesisReads your memos, contacts and data room and writes the thesis your record actually implies. It names your real edge, your risk tolerance and the pattern behind every yes and no.
Open the workspaceDeal analysisScores any incoming deal — startup, fund or secondary — against every deal you have already seen, passes included. You get a verdict, the comparables behind it and the way to enter.
Open the workspaceConclaveAsset allocationTurns your thesis and constraints into a defensible allocation. Then drills each weight down to named vehicles, with every claim sourced.
Open the workspaceMonitoringWatches only the slice of the market you actually hold. Speaks up when something moves far enough to change a position — six items, not four thousand.
Open the workspaceTrainingTurns your thesis into ninety-second scored scenarios for associates and juniors. Each call is graded against how the firm actually decides, so you see who reasons your way.
Open the workspaceConnects your inbox, calendar and LinkedIn into one map of every founder, LP and banker the firm knows. It shows the shortest warm path to any target and flags the relationships going cold before a raise needs them.
Open the workspaceNeed something the suite doesn't cover? Tell us what your desk runs.
Deployment
Fastest path to production. Managed by us, isolated per firm, live in days with no infrastructure work on your side.
Your own VPC in your own account. We deploy and maintain; data, keys and logs never leave your perimeter.
Fully air-gapped installs for regulated mandates, with local model hosting where policy requires it.
Custom workflows
Personalized Index design with agents proposing factors, back-testing and writing the methodology.
A standing adversarial panel reads any strategy you publish and returns the strongest case against it.
Fund decks assembled from filings, calls and internal notes into your own slide grammar.
Mandate-aware policy weights with liquidity and concentration limits enforced as hard constraints.
Continuous coverage of the book, escalating only what breaks a threshold you set.
Minutes and follow-up registers generated around your existing investment committee.
Case studies
Research deck automation · index construction
We automated the recurring research deck end to end in Scripbox's own house format, and rebuilt their index construction work as a workspace — factor selection, screening rules and the published methodology — with a standing critique panel on every strategy.
Research deck automation · allocation engine
Sapient Finserv's research deck is now produced end to end by agents in their house format, and their asset allocation runs through an automated engine that applies mandate limits, stresses the book and returns weights with the reasoning attached.
Send us one research task you repeat every week and we'll show you the agent pipeline that does it, on your own material.
hello@agenticaum.ai