AI Agents
Purpose-built agents for project delivery and business operations, governed by your Microsoft permissions.
Project Agents
Deal-room groundedSearch, compare and summarise technical due-diligence information across approved project documents.
Review approved legal documents, extract clauses and surface key issues.
Retrieve and interpret financial assumptions, appraisal information and key project metrics.
Prepare first-pass IC papers using approved project information and templates.
Track planning information, milestones, deadlines and approved planning documentation.
Business Agents
Operational workflowsScreen inbound opportunities against investment criteria and prepare shortlists.
Draft meeting follow-ups, summaries and internal notes from approved context.
Extract invoice information and prepare structured accounting hand-offs.
Compile market and location research from approved internal sources.
Support corporate legal workflows, contract summaries and clause libraries.
Prepare recurring portfolio and management reporting packs.
Keep relationship records current and prepare outbound communication drafts.
Track workstreams, owners and delivery milestones across live projects.