Institutional Financial AI
for Every Workflow
Research, modeling, fund ops, and compliance — 10 production-ready agents from Anthropic's financial-services platform. Real streaming responses. Governed outputs with full audit trail.
All 10 Financial AI Agents
Each agent ships with purpose-built system prompts, analyst-grade output structure, and real-time streaming. Every output is a draft for qualified human review.
Market Researcher
Sector or theme → industry overview, competitive landscape, peer comps, and ideas shortlist. Produces institutional-grade research notes.
Open Agent →Pitch Agent
Target list, comparable companies, precedent transactions, LBO framework, and full pitch deck outline — end to end.
Open Agent →Meeting Prep Agent
Briefing pack before every client meeting — company snapshot, agenda, talking points, and internal prep checklist.
Open Agent →Earnings Reviewer
Earnings call + filings → results vs estimates, model update flags, and a publishable research note draft in minutes.
Open Agent →Model Builder
DCF, LBO, 3-statement, and comps — full model structure, assumptions, 5-year projections, and sensitivity tables.
Open Agent →Valuation Reviewer
Ingests GP packages, reviews valuation methodology against comps, flags committee issues, and stages the LP reporting narrative.
Open Agent →GL Reconciler
Finds breaks between GL and sub-ledger, traces root cause, proposes correcting journal entries, and routes items for sign-off.
Open Agent →Month-End Closer
Runs the full close checklist — accruals, NAV roll-forward, variance commentary, and sign-off routing — for any fund type.
Open Agent →Statement Auditor
Reviews LP statements and financial reports before distribution — waterfall math, disclosure check, error log, and auditor sign-off note.
Open Agent →See it execute in
your workflows.
30-minute session. We run the agents against your actual use cases — not a generic demo, your specific environment.