A living intelligence.
Built around your firm.
Federate specialist agent teams through a shared knowledge graph, common ontologies, and explicit governance, so every workflow inherits what the firm has already learned.
Explore it with usDiligence informs underwriting.
Underwriting calibrates surveillance.
Every cycle compounds the context.
An agentic civilization is our term for this operating architecture: multiple specialist teams that coordinate through structured protocols and share reviewed knowledge strictly within the firm’s entitlements.
How the parts
become a whole.
Select each layer to see how the system binds permissioned knowledge, specialist execution, orchestration, and human governance.
Shared knowledge
Data-room contents, credit agreements, approved playbooks, IC decisions, and realized outcomes are parsed, embedded, and linked into an entity knowledge graph with source metadata and access policies. Teams can distinguish a superseded assumption from a current fact.
Inputs: borrower financials, compliance certificates, fund reports, licensed research, and post-mortems from prior deals.
One borrower.
A continuous understanding.
Follow a sponsor-backed direct-lending opportunity through the teams that build, underwrite, and maintain the firm’s credit view.
Diligence team
Ingests the CIM, QoE report, and data room, resolves entities, and builds a cited borrower record with a prioritized diligence request list.
Underwriting team
Runs base, downside, and sponsor cases on approved assumptions, maps the capital structure, and drafts the IC memo. Records the assumptions the committee accepts.
Surveillance team
Tests each reporting package against the governing covenant definitions and the underwriting case. Escalates headroom erosion and add-back drift to the portfolio manager.
Firm knowledge
Commits reviewed lessons and realized outcomes to institutional memory for future authorized teams. Deal-level restrictions stay bound to the underlying materials.
Shared intelligence.
Clear boundaries.
Memory with provenance
Every memory carries an owner, a source, a review state, a timestamp, and an access policy. Superseded evidence is versioned, never silently overwritten.
Coordination with accountability
Dependencies and handoffs are explicit in the task graph. Disagreement, missing evidence, and failed validations become tracked issues with an accountable owner.
Authority stays explicit
The capability to draft is decoupled from the authority to act. Human approvals gate consequential changes, system-of-record writes, and external communication.
Extraordinary work.
Collective intelligence.
See what an orchestrated agent team can do inside your investment process.