Settings

Administration for agents, deal rooms, permissions and evaluation.

Microsoft Entra connected

Agents

Enable, test or disable agents across the organisation

P1
Technical Due Diligence
Search, compare and summarise technical due-diligence information across approved project documents.
Live
P2
Legal Due Diligence
Review approved legal documents, extract clauses and surface key issues.
Testing
P3
Financial Modelling
Retrieve and interpret financial assumptions, appraisal information and key project metrics.
MVP
P4
Investment Committee Papers
Prepare first-pass IC papers using approved project information and templates.
Live
P5
Planning
Track planning information, milestones, deadlines and approved planning documentation.
Testing
B1
Sourcing
Screen inbound opportunities against investment criteria and prepare shortlists.
Testing
B2
Assistant
Draft meeting follow-ups, summaries and internal notes from approved context.
Live
B3
Admin / Accounting
Extract invoice information and prepare structured accounting hand-offs.
Live
B4
Research
Compile market and location research from approved internal sources.
MVP
B5
Legal
Support corporate legal workflows, contract summaries and clause libraries.
Testing
B6
Reporting
Prepare recurring portfolio and management reporting packs.
Live
B7
CRM & Communication
Keep relationship records current and prepare outbound communication drafts.
Planned
B8
Project Management
Track workstreams, owners and delivery milestones across live projects.
Planned