Explore our AI agent library.

Delegate your SEC filing review to a specialized AI agent. It reads entire 10-Ks and 10-Qs to automatically compare risk factors, summarize management's discussion, and extract critical disclosures, delivering key insights in minutes.

Delegate your annual report review to a specialized AI agent. It reads the entire document, extracts financials, summarizes key sections like the MD&A, and compares the data and disclosures to the prior year's report to highlight what's changed.

Delegate the tedious and high-risk task of document redaction to a specialized AI agent. It reads your documents, automatically identifies any sensitive data based on your custom rules, and produces a perfectly redacted version for safe sharing.

Delegate your largest document challenges to a specialized AI agent. Built for enterprise scale, it orchestrates the parallel processing of massive document volumes for tasks like archive digitization, data migration, and large-scale discovery.

Delegate your business analysis to a specialized AI agent. Connect all your data sources to a central Knowledge Hub, then ask complex questions in plain language and get back synthesized, data-backed answers in seconds.

Delegate your cash flow forecasting to a specialized AI agent. It automatically pulls data from your CRM, accounting systems, and contracts to model your future inflows and outflows, giving you the clarity to make smarter capital decisions.

Delegate the impossible task of manual data transcription from charts to an AI agent. It uses computer vision to read any bar chart, line graph, or pie chart, accurately extracting the underlying data points into a structured table.

Delegate your initial claims review to a specialized AI agent. It reads FNOL submissions, assesses claim severity and complexity based on your rules, and automatically routes each claim to the appropriate adjuster or team.

Delegate the tedious work of building comps to a specialized AI agent. It intelligently identifies the best peer group for your target company, pulls all the required financial data and trading multiples, and formats the output into your firm's presentation-ready template.

Delegate the administrative burden of compliance reporting to a specialized AI agent. It automatically connects to your systems of record, gathers the required evidence, and populates your official report templates for board or regulatory review.

Delegate your contract portfolio audit to a specialized AI agent. It reads all your agreements, learns your 'standard' language, and automatically flags any contract with anomalous clauses that deviate from the norm and require expert review.

Delegate the administrative work of contract creation to a specialized AI agent. Simply provide the key deal terms, and the agent will use your approved templates and clause library to generate a compliant, high-quality first draft.

Delegate your initial contract redlining to a specialized AI agent. It reads a counterparty's agreement, compares it to your legal playbook, and automatically generates a redlined Word document with your preferred clauses and explanatory comments.

Delegate your portfolio-wide analysis to a specialized AI agent. Connect it to your contract repository to ask complex questions, analyze systemic risks, and manage your obligations at scale with instant, cited answers.

Delegate the tedious task of contract review to a specialized AI agent. It analyzes agreements, extracts key terms, flags non-standard clauses, and provides a clear, actionable summary, allowing your legal experts to focus on what matters most: strategic counsel.

Delegate contrarian analysis to a specialized AI agent. It analyzes market sentiment, consensus views, and financial data to identify overlooked investment opportunities that create alpha.

You chose a career in finance for your analytical skills, not to manually match paperwork. Delegate the tedious work of processing credit notes to a specialized AI agent. It automatically reads credit memos, matches them to the correct invoices, and queues the data for your accounting system.

Delegate your portfolio intelligence to a specialized AI agent. Connect it to your data rooms and reporting systems to ask complex questions across all your investments. Identify top performers, spot early warning signs, and leverage your entire firm's knowledge on every deal.

Delegate your feedback analysis to a specialized AI agent. It reads and understands thousands of survey responses, support tickets, and call transcripts to automatically identify key themes, gauge sentiment, and extract actionable insights.

Delegate your unstructured data pipelines to a specialized AI agent. It reads documents in any format, extracts the precise data points you need according to your defined schema, and loads clean, structured data into your data lake or warehouse.

Delegate the entire setup of your DCF models to an army of AI analysts. This agent reads financial filings to extract historical data, calculates key metrics, and generates a fully-populated valuation model in your firm’s exact Excel format, allowing you to focus immediately on strategic analysis.

Delegate the repetitive work of answering investor questionnaires to a specialized AI agent. It reads any DDQ, finds the best answers from your firm's centralized Knowledge Hub, and drafts a complete response in minutes, freeing your team for strategic investor engagement.

Delegate your daily deal flow review to a specialized AI agent. It monitors your inbox for new opportunities, extracts key data from every CIM and teaser, scores them against your thesis, and delivers a single, synthesized report to the team.

Delegate your top-of-funnel analysis to a specialized AI agent. It reads every incoming CIM or pitch deck, extracts key metrics, scores the opportunity against your investment playbook, and triages your entire pipeline so you can focus on the deals that matter.

Delegate the challenging task of deed abstraction to a specialized AI agent. It uses advanced OCR to read even the most difficult scanned and handwritten deeds, extracting key information like legal descriptions, grantors, grantees, and encumbrances.

Delegate the most tedious part of financial modeling to a specialized AI agent. It reads a company's financial filings, extracts up to five years of historical data, and populates it directly into your firm's proprietary DCF Excel template.

This is a foundational V7 Go agent that works behind the scenes. It provides the core technology for Visual Grounding, ensuring that every piece of data any other agent extracts or generates is accompanied by a precise, verifiable citation back to the original source document.

Delegate the painful task of manual document comparison to an AI agent. It intelligently compares any two versions of a document, generating a clean redline and a plain-language summary of only the substantive changes.

Delegate all your manual data entry to a tireless AI agent. It reads any business document—invoices, forms, reports, you name it—extracts the specific data points you need, and populates your systems with 100% accuracy and auditable citations.

Delegate the creation of your knowledge base to a specialized AI agent. It connects to your document repositories, reads every file, and builds a sophisticated index that understands the content and context, powering all of V7 Go's analytical and Q&A capabilities.

Delegate your complex e-invoicing workflow to a specialized AI agent. It reads invoices in any format, validates them against country-specific rules, extracts the data, and prepares them for submission to tax authorities and your ERP.

Delegate your invoice analysis to a specialized AI agent. It automatically reads every incoming vendor invoice, identifies all early payment discount terms, and prioritizes them for payment to maximize your savings.

Delegate the handling of secure documents to a specialized AI agent. It works within your automation workflows to securely access credentials, decrypt password-protected files, and pass them to the next agent for analysis, enabling true end-to-end automation.

Delegate the repetitive task of data visualization to a specialized AI agent. It reads your raw data tables in Excel or CSV, understands your instructions, and automatically generates beautiful, consistently formatted charts that are ready for your reports.

Delegate the painful task of data cleansing to a specialized AI agent. It automatically scans your Excel files, identifies errors and inconsistencies based on your rules, and delivers a clean, validated dataset ready for analysis.

Delegate the grunt work of financial modeling to a specialized AI agent. It reads historical financial statements, populates your templates, and generates a fully-linked, three-statement model in Excel, freeing you to focus on the strategic work of setting assumptions and driving insights.

Delegate your most repetitive Excel work to a specialized AI agent. Simply describe the multi-step process you want to automate, and the agent will instantly write the clean, commented VBA code to create a macro that does the work for you.

Delegate the creation of your data summaries to a specialized AI agent. Simply tell it how you want to summarize your data, and it will automatically build a perfectly structured and formatted pivot table in your Excel or Google Sheets file.

Delegate your entire reporting process to a specialized AI agent. It automatically pulls your raw data, creates the necessary summaries and pivot tables, generates charts, and populates your official, branded Excel report template, delivering it on schedule, every time.

Delegate your most repetitive spreadsheet task to a specialized AI agent. It reads your source data from any document, understands your custom Excel template, and automatically populates the correct information into the correct cells, every time.

Delegate your financial proofreading and cross-checking to a specialized AI agent. It reads across your entire set of financial documents, verifies data consistency between reports, and flags any discrepancy with a precise, verifiable citation so you can report with confidence.

Delegate your entire first-pass due diligence to a specialized AI agent. It navigates virtual data rooms, extracts and normalizes financials, analyzes commercial contracts, and flags risks, delivering a structured data package ready for your analysis.

Delegate the entire financial model creation process to a specialized AI agent. It reads your source documents, extracts all historical data, and generates a complete, fully-linked, and presentation-ready financial model (LBO, DCF, M&A) in your firm's proprietary Excel template.

Delegate your most tedious financial task to a specialized AI agent. It automatically compares transactions between any two sources—bank statements, invoices, GL reports—and instantly highlights the exceptions that require your attention.

Delegate the tedious work of financial statement analysis. This AI agent reads any financial report, extracts key line items, calculates standard and custom ratios, and flags anomalies, delivering a perfectly structured analysis to your custom template.

Delegate your 3-way match process to a specialized AI agent. It automatically compares every line item on a freight invoice against the corresponding bill of lading and proof of delivery, flagging every discrepancy for review.

Delegate your manager due diligence to a specialized AI agent. It reads and compares dozens of PPMs and DDQs simultaneously, extracting key terms, scoring strategies, and flagging risks to help you systematically identify the best-in-class managers.

Delegate your performance analysis to a specialized AI agent. It reads and consolidates data from all your underlying manager reports, automatically performing attribution analysis to show you exactly which managers, strategies, and sectors are driving your portfolio's performance.

Delegate your entire quarterly LP reporting process to a specialized AI agent. It automatically ingests and consolidates data from all your underlying manager statements and capital account notices, generating a complete, accurate, and presentation-ready performance report.

Delegate your portfolio modeling to a specialized AI agent. It analyzes your universe of managers and runs thousands of simulations to help you construct an optimal fund-of-funds portfolio that balances your specific risk, return, and exposure targets.

Delegate your spreadsheet updates to a specialized AI agent. It can read, write, format, and analyze data directly within Google Sheets, transforming your static documents into dynamic, automated, and collaborative workflows.

Delegate your activist surveillance to a specialized AI agent. It continuously monitors SEC filings for new 13D/G filings from key activists, instantly analyzes their letters to understand their thesis, and delivers a concise, actionable alert to your team.

Delegate your earnings season prep to a specialized AI agent. It reads the press release and earnings call transcript for any company, extracts key KPIs and management guidance, and summarizes the most important questions from the analyst Q&A session.

Delegate your market surveillance to a tireless AI agent. It continuously monitors regulatory filings, news feeds, and clinical trial databases for the specific, predefined catalysts that drive your strategy, delivering synthesized alerts the moment an event occurs.

Delegate the deep analysis of hedge fund performance to a specialized AI agent. It reads manager letters and performance reports to decompose returns, identify key risk exposures, and analyze the drivers of both alpha and beta, providing a true understanding of a manager's skill.

Delegate your risk data aggregation to a specialized AI agent. It automatically connects to your prime broker reports, market data feeds, and internal models to generate a comprehensive, real-time view of your portfolio's risk exposures, so you can manage your positions with confidence.

Delegate the creation of your institutional memory to a specialized AI agent. It connects to your shared drives and automatically indexes every investment memo, financial model, and research note your team has ever created, turning it into a powerful, searchable Knowledge Hub.

Delegate your idea generation to a specialized AI agent. Go beyond simple quantitative screens and define your ideal investment based on complex, qualitative criteria. The agent reads thousands of documents to find the companies that truly match your thesis.

Delegate your alpha generation to a specialized AI agent. Define your unique trading strategies and catalysts in plain English, and let the agent monitor the markets and read thousands of documents to surface a continuous stream of fresh, actionable, and data-backed trading ideas.

Delegate your research synthesis to an expert AI agent. It reads earnings call transcripts, analyst reports, and SEC filings, identifying the core bull and bear arguments to give you an instant, comprehensive view of any company.

Delegate the creation of your M&A buyer lists to a specialized AI agent. It analyzes the target company's profile, scans the universe of potential acquirers, and leverages your firm's historical deal data to generate a prioritized list of the most likely strategic and financial buyers.

Delegate your deal sourcing to a specialized AI agent. Define your unique business development triggers—from succession issues to non-core asset hints in filings—and let the agent monitor the market to surface a continuous pipeline of actionable client opportunities.

Delegate the most tedious task in investment banking to a specialized AI agent. It automatically identifies the best peer group, pulls all the required financial data and trading multiples, and populates your firm's presentation-ready comps template in minutes, not hours.

Delegate the most painful part of deal preparation to an army of AI analysts. This agent reads your client's disorganized diligence files, automatically classifies and renames them according to your VDR index, redacts sensitive info, and organizes everything into a clean, ready-to-launch data room.

Delegate the administrative work of drafting M&A marketing materials to a specialized AI agent. It reads your client's data room, synthesizes key information, and automatically generates a first draft of the Confidential Information Memorandum (CIM) or teaser in your bank's proprietary template.

Delegate the administrative burden of pitch deck creation to a specialized AI agent. It automatically pulls company data, runs valuation comps, and populates your bank's proprietary PowerPoint templates to generate a complete, presentation-ready first draft in minutes.

Delegate your entire valuation analysis to a specialized AI agent. It reads the source documents, performs the DCF analysis, finds and runs comparable companies and precedent transactions, and consolidates all the results into a final, presentation-ready valuation summary.

Delegate the administrative work of memo writing to a specialized AI agent. It synthesizes information from the CIM and data room to automatically generate a comprehensive first draft of your investment committee memo, perfectly formatted in your firm's proprietary template.

Delegate the most intensive part of deal analysis to a specialized AI agent. It ingests a CIM, extracts all historical financials, and generates a complete, fully-linked, and returns-ready LBO model in your fund's proprietary Excel template.

Delegate the complex task of lease abstraction to a specialized AI agent. It reads entire commercial leases, extracts dozens of key data points, and identifies critical clauses, giving you complete, portfolio-wide visibility.

Delegate your legal research to a specialized AI agent. Ask complex legal questions in plain language and get back summarized arguments, relevant case citations, and synthesized precedents drawn from both public databases and your firm’s private knowledge.

Delegate your investor due diligence to a specialized AI agent. It automates the background research and KYC process for potential Limited Partners by scanning public records, news archives, and regulatory databases to generate a comprehensive diligence report in minutes.

Delegate the exhaustive review of Limited Partnership Agreements to a specialized AI agent. It reads the entire document, automatically extracts the critical economic and governance terms, and compares them against market standards or your firm's specific requirements.

Delegate the summarization of M&A agreements to a specialized AI agent. It reads definitive purchase or merger agreements to instantly extract and summarize the critical commercial terms, providing a concise, accurate briefing for the entire deal team.

Delegate the analysis of your manager communications to a specialized AI agent. It reads every quarterly letter and performance report, automatically extracting key data, summarizing the manager's commentary, and flagging the insights that matter most to you.

Delegate your market research to a specialized AI agent. It continuously monitors and synthesizes information from industry reports, news feeds, and competitor sites to deliver a clear, concise briefing on the trends that impact your strategy.

Delegate your deepest research to a specialized AI agent. It reads across your entire document universe—contracts, financials, reports, emails—to find the subtle correlations, patterns, and contradictions that lead to breakthrough insights and a true information advantage.

Delegate your entire NDA review process to a specialized AI agent. It reads any third-party NDA, compares every clause against your firm's legal playbook, and generates a complete redline with your preferred language, all in about 60 seconds.

Delegate the search for anomalies to a specialized AI agent. It analyzes massive datasets and document repositories to automatically surface the critical outliers—from fraudulent claims and contrarian opinions to non-standard contract clauses—that require your expert attention.

Delegate the manual task of logging into and downloading from secure websites. This agent acts as your automated browser, securely using your credentials to navigate behind paywalls and investor portals to retrieve the critical documents and data your workflows need.

Delegate the entire portfolio reporting process to a specialized AI agent. It automatically connects to your data sources, consolidates performance across all your holdings, and generates a complete, accurate, and presentation-ready report in your firm's custom template.

Delegate your deal sourcing to a specialized AI agent. Define your unique investment thesis in plain English—from financial metrics to qualitative attributes—and let the agent continuously scan the market to surface a pipeline of qualified, proprietary investment opportunities.

Delegate your entire first-pass diligence to a specialized AI agent. It reads the whole data room, extracts and normalizes financials, identifies commercial and legal risks, and generates a structured first draft of your investment committee memo, letting your team focus on the final 10% of strategic analysis.

Delegate the entire portfolio reporting cycle to a specialized AI agent. It automatically ingests the monthly and quarterly reports from all your portfolio companies, consolidates KPIs, and generates a comprehensive performance review for your team and your LPs.

Delegate your portfolio surveillance to a specialized AI agent. It continuously monitors the reports and data from your portfolio companies, automatically tracking covenants and KPIs to provide proactive, real-time alerts on any emerging risks.

Delegate the most tedious task in real estate analysis to a specialized AI agent. It reads your rent rolls, leases, and operating statements, extracts all key inputs, and automatically builds a complete cash flow model in your firm's proprietary Argus or Excel template.

Delegate your property search to a specialized AI agent. Define your unique investment thesis—from asset class and geography to signs of distress or value-add potential—and let the agent continuously monitor the market to surface a pipeline of proprietary deal flow.

Delegate the administrative work of memo creation to a specialized AI agent. It synthesizes all your diligence materials—the OM, rent roll, financials, and third-party reports—to generate a comprehensive first draft of your investment committee memo in your firm's exact template.

Delegate your technical property diligence to an AI agent. It reads and understands Phase I environmental reports, title commitments, ALTA surveys, and inspection reports, cross-referencing them to identify potential deal-breakers.

Delegate the tedious, manual work of lease abstraction to an army of AI analysts. This agent reads your commercial leases, automatically extracts over 100 critical data points, and delivers a structured, portfolio-wide database of your key terms, dates, and obligations.

Delegate the tedious review of loan agreements to a specialized AI agent. It reads complex CMBS, construction, and portfolio loan documents to automatically extract critical terms, track financial covenants, and flag any non-standard provisions against your credit policy.

Delegate the manual work of deal screening to a specialized AI agent. It reads any real estate Offering Memorandum, extracts the critical financial and property data, and populates it directly into your proprietary Excel underwriting template, complete with citations.

Delegate the initial review of every deal to a specialized AI agent. It reads any broker's Offering Memorandum, extracts the key financials and property data, and delivers a structured summary so your team can make a go/no-go decision in minutes, not hours.

Delegate your entire portfolio reporting cycle to a specialized AI agent. It automatically ingests property-level reports, consolidates financial and operating KPIs, and generates a comprehensive, portfolio-wide performance review for your team and investors.

Delegate your risk discovery to a specialized AI agent that acts as your automated lookout. It meticulously scans any set of documents against your firm's specific list of 'red flags'—from problematic contract clauses to worrisome financial trends—and delivers an immediate, actionable report on any issues it finds.

Delegate the exhaustive task of regulatory cross-referencing to an AI agent. It checks documents against specific legal rulebooks stored in your Knowledge Hub, flagging non-compliant language and verifying that all required disclosures are present.

Delegate the tedious task of answering RFIs to a specialized AI agent. It reads the prospect's questionnaire, finds the best, most up-to-date answers from your firm's Knowledge Hub, and drafts a complete, high-quality response in your company's template.

Delegate the tedious task of RFP responses to a specialized AI agent. It reads the questionnaire, finds the best answers from your internal Knowledge Hub of past proposals and documentation, and instantly drafts a complete, high-quality response.

Delegate the synthesis of your risk reporting to a specialized AI agent. It reads and consolidates findings from all your internal audit, compliance, and operational risk reports to generate a single, unified, and actionable summary for senior management.

Delegate your recurring tasks to a specialized AI agent that acts as your master clock. This agent allows you to take any workflow built on V7 Go—from generating a report to monitoring a website—and set it to run automatically on any schedule you define.

Delegate your entire secondary diligence process to a specialized AI agent. It reads the complex and inconsistent documents in a fund data room to automatically extract underlying company performance, model the fund's NAV, and generate a comprehensive first-pass analysis.

Delegate the processing of your most inconsistent documents to a specialized AI agent. It uses contextual understanding to read and extract data from semi-structured documents like invoices, statements, and reports, adapting to layout changes without needing to be retrained.

Delegate your data analysis to a specialized AI agent. Simply upload a spreadsheet and ask complex questions in plain English. The agent will read your data, perform the analysis, and give you back a clear summary, chart, or calculated answer in seconds.

Delegate your most repetitive reporting task to a specialized AI agent. It acts as an intelligent engine that takes any raw data and automatically populates your firm's proprietary, highly-formatted templates in Excel, Sheets, or PowerPoint, creating pixel-perfect reports in seconds.

Delegate the painful task of data mapping to a specialized AI agent. It reads financial statements from any company, intelligently maps their unique line items to your firm's standard chart of accounts, and delivers a perfectly normalized dataset ready for apples-to-apples analysis.

Delegate the processing of all your financial statements to a specialized AI agent. It reads any bank, credit card, custodial, or manager statement, intelligently extracts all transactions and balances, and delivers clean, structured data ready for reconciliation and reporting.

Delegate the tedious task of reconciliation to a specialized AI agent. It intelligently compares thousands of transactions between any two systems—like a bank statement and your GL—and automatically produces a clean exception report, so your team can focus on investigating, not ticking.

Delegate the exhaustive review of Stock and Asset Purchase Agreements to a specialized AI agent. It reads the entire definitive agreement, automatically extracts the critical commercial and legal terms, and generates a concise, cited summary to accelerate your deal team's review.

Delegate your supply chain monitoring to a specialized AI agent. It continuously analyzes news feeds, supplier financial reports, and shipping data to identify and alert you to potential risks, from geopolitical events to single-point-of-failure supplier issues.

Delegate tax cost center management to a specialized AI agent. It automatically allocates expenses, tracks cost center performance, and ensures accurate tax reporting across all business units.

Delegate the management of tax notices to a specialized AI agent. It reads and understands correspondence from any tax authority, automatically classifying the notice type, summarizing the issue, and extracting critical deadlines.

Delegate your tax due diligence to a specialized AI agent. It analyzes entire data rooms—contracts, financials, corporate records—to automatically identify potential tax exposures based on your custom risk playbook.

Delegate tax package preparation to a specialized AI agent. It automatically gathers, organizes, and compiles all required tax documentation, ensuring complete and accurate packages for audits and filings.

Delegate two-factor authentication management to a specialized AI agent. It automates 2FA policies, manages user access, and ensures consistent security across all enterprise systems.

Delegate your tedious VAT checks to a specialized AI agent. It reads your invoices, validates supplier VAT numbers, verifies the correct tax rates based on jurisdiction, and flags any discrepancies before you pay or file.

Delegate vendor matching and selection to a specialized AI agent. It analyzes your requirements, evaluates vendor capabilities, and identifies the optimal partners for your business needs.

Delegate deal screening to a specialized AI agent. It analyzes pitch decks, business plans, and investment materials to identify the most promising opportunities and accelerate your deal flow.

Delegate investment memo creation to a specialized AI agent. It analyzes deals, conducts due diligence, and generates comprehensive memos that support confident investment decisions.

Delegate your market monitoring to a specialized AI agent. It continuously scans news feeds, funding databases, and competitor websites based on your custom criteria, and delivers instant, summarized alerts on the events that impact your portfolio and investment thesis.

Delegate your deep-dive market research to a specialized AI agent. Ask it to investigate a new sector, and it will synthesize data from industry reports, news articles, and funding databases to generate a detailed market map, competitive landscape, and trend analysis.

Delegate your portfolio monitoring to a specialized AI agent. It automatically reads monthly and quarterly investor updates from all your companies, extracts the key metrics you track, and consolidates the data into a centralized dashboard or report.

Delegate your meeting prep to a specialized AI agent. It connects to your CRM, email archives, and meeting notes to synthesize a complete history of your firm's interactions with any founder, LP, or co-investor, delivering an actionable briefing in minutes.

Delegate your initial technical diligence to a specialized AI agent. It reads and understands dense scientific papers, patent applications, and technical documentation to summarize the core innovation, identify potential risks, and assess the technology's defensibility.

Delegate your entire due diligence workflow to a master orchestrator agent. It connects to any virtual data room, automatically classifies every document, extracts critical information, and runs specialized analysis agents to deliver a comprehensive diligence report.

Delegate visual analysis to a specialized AI agent with advanced computer vision. It reads charts, graphs, diagrams, and plans embedded in your documents to extract the underlying data and insights, making every part of your document machine-readable.

Delegate the critical task of verification to a specialized AI agent. It works alongside other V7 Go agents to provide visual, clickable citations for every piece of extracted data, creating a transparent and fully auditable link between the AI's output and the original source document.

Delegate your web data collection to a specialized AI agent. Simply provide a list of URLs and tell it what information to find. The agent reads the pages contextually and extracts the data you need into a clean, structured format, no coding or complex scrapers required.

Delegate your call reviews to a specialized AI agent. It analyzes transcripts of sales calls, customer interviews, and internal meetings to identify key topics, track customer sentiment, and extract strategic intelligence.

Delegate your routine performance reporting to a specialized AI agent. It automatically reads your sales reports, marketing dashboards, and financial summaries to identify key trends, calculate KPIs, and generate a clear performance narrative.

Delegate your post-meeting admin work to a specialized AI agent. It reads transcripts and notes to automatically identify every task, decision, and follow-up, then populates them into your project management tools.

Delegate the complex task of lease abstraction to a specialized AI agent. It reads entire commercial leases, extracts dozens of key data points, and identifies critical clauses, giving you complete, portfolio-wide visibility.

Delegate the tedious task of property data abstraction to an AI agent. It reads rent rolls, historical operating statements, and lease agreements to extract all the key inputs needed to build a defensible property valuation.

Delegate your contract abstraction to a specialized AI agent. It reads your entire portfolio of executed agreements, extracts the critical business terms, and structures the data for easy analysis and integration with your CLM system.

Delegate your entire first-pass data room review to a specialized AI agent. It automatically indexes every file, identifies the key commercial and financial documents, extracts critical data, and flags risks to accelerate your go/no-go decision.

Delegate your tedious document checking to a specialized AI agent. It analyzes entire document packets to verify that all required forms are present, all mandatory fields are completed, and that key data is consistent across every document.

Delegate the mechanical work of valuation to an AI agent. It reads financial documents, finds the best comparable companies from your database, and populates your DCF and comps templates with all the necessary historical and projected data.

Delegate your claims intake and data entry to a specialized AI agent. It reads entire submission packets—including claim forms, police reports, photos, and invoices—to extract, validate, and structure all the data needed to set up a new claim.

Delegate the critical task of coverage verification to a specialized AI agent. It cross-references the facts of a loss against the in-force policy, providing a clear, defensible, and fully-cited coverage determination in minutes.

Delegate the tedious task of policy reading to a specialized AI agent. Ask plain-language questions about coverage and get back clear, cited answers by an agent that understands policy structure, endorsements, and exclusions.

Delegate the manual review of loss control and engineering reports to a specialized AI agent. It reads and understands property surveys, extracts COPE data, summarizes risk recommendations, and scores hazards based on your underwriting guidelines.

Delegate the tedious review of investment documents to a specialized AI agent. It reads dense legal text to extract and summarize the critical information you need: management fees, lock-up periods, risk factors, and investment strategy.

Delegate the most labor-intensive part of your M&A workflow. This AI agent reads every contract and corporate record in a data room, automatically identifying risks and deviations from your playbook to deliver a comprehensive diligence report.

Stop searching, start asking. Delegate your fact-finding to a specialized AI agent that reads and understands your complex legal documents. Get direct, cited answers to your questions in seconds, not hours.

Delegate the critical task of risk discovery to a specialized AI agent. It reads and understands legal and commercial documents, flags non-standard clauses based on your playbook, and identifies potential liabilities that human reviewers might miss.

Delegate your freight audit to a specialized AI agent. It reads your carrier invoices and automatically compares them against your contracts and rate cards to identify every billing error, incorrect fee, and cost-saving opportunity.

Delegate your daily route planning to a specialized AI agent. It automatically processes your order list and factors in traffic, delivery windows, and vehicle constraints to generate optimized, multi-stop routes that save time and fuel.

Delegate your shipment tracking to a specialized AI agent. It automatically logs into carrier portals, scrapes tracking websites, and reads email notifications to give you a consolidated, real-time view of every shipment's status.

Delegate your competitive monitoring to a specialized AI agent. It continuously scans competitor websites, SEC filings, and product announcements to build a real-time, 360-degree view of their strategy and performance.

Delegate your top-of-funnel deal analysis to a specialized AI agent. It automatically reads every incoming CIM, extracts key financial and operating metrics, and scores the opportunity against your firm's specific investment criteria.

Delegate your new business intake to a specialized AI agent. It reads ACORD forms and supplemental applications, extracts all key data points, and validates the submission for completeness, delivering policy-system-ready data.

Delegate your rebalancing workflow to a specialized AI agent. It ingests client account statements, compares household allocations to your investment models, and generates a precise, actionable list of trades to execute.

Delegate your project monitoring to a specialized AI agent. It reads all your project communications—from Jira tickets and Asana updates to Slack channels and status emails—to automatically generate a concise, accurate summary of project progress and risks.

Delegate your property submission analysis to a specialized AI agent. It ingests Statements of Value in any format, cleans and validates the location data, extracts COPE information, and enriches it with third-party hazard data.

Delegate your initial deal underwriting to a specialized AI agent. It reads Offering Memorandums and rent rolls, extracts all key financial and property data, and populates your proforma model to deliver a rapid, first-pass investment analysis.

Delegate your market research to a specialized AI agent. It synthesizes data from sources like CoStar, public records, and demographic databases to deliver a complete analysis of any submarket, including rent comps, sales comps, and growth trends.

Delegate your technical property diligence to an AI agent. It reads and understands Phase I environmental reports, title commitments, ALTA surveys, and inspection reports, cross-referencing them to identify potential deal-breakers.

Delegate your TAM/SAM/SOM analysis to a specialized AI agent. It defines market boundaries, pulls data from leading industry reports, analyzes competitors, and projects growth, delivering a complete, visualized analysis to validate your investment thesis.