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Research agents

Research that shows
its work.

Give a mandate to a team of specialist research agents. Each one has a narrow role, bounded sources, and explicit acceptance criteria. They collect, match, verify, and qualify, then hand the managing director a sourced briefing with the open questions marked.

Discuss your mandate
The research workspace Interactive example · fictional companies and people
The managing director’s mandate

Find U.S. and Canadian business-services companies with US$10–50m EBITDA, held by a PE sponsor for six years or more, and explain the reason to approach each owner.

01

Discovery

Collect licensed records and BDC schedules

Research agent
02

Ownership check

Verify control, closing dates, and owning fund

Research agent
03

Financial fit

Reconcile dated EBITDA, currency, and definitions

Research agent
04

Opportunity brief

Rank fit, timing, and evidence separately

Research agent
The briefing

Business services mandate · Opportunity briefing

Twelve companies qualified from 140 candidates. Four carry a corroborated reason to engage now. Three need a dated EBITDA figure confirmed before a call. Two companies moved to the exited view after announced sales.

MD decides next action
Sourced findings. Visible gaps. One decision for the dealmaker.Powered by Top Bucket AI
Meet the specialists

The right role.
At the right moment.

Narrow mandates, least-privilege access to licensed and firm data, and measurable acceptance criteria make every specialist’s contribution independently checkable.

01 / SPECIALIST

The discoverer

Retrieves candidates from the licensed company backbone, sponsor portfolio pages, and BDC investment schedules, preserving source snapshots and retrieval dates.

02 / SPECIALIST

The ownership verifier

Resolves borrower LLCs, holding companies, and brands to one operating business, then builds the dated timeline of acquisitions, owning funds, continuation transfers, and exits.

03 / SPECIALIST

The financial qualifier

Extracts dated EBITDA, reconciles currency and definitions, and keeps historical, current, adjusted, and estimated figures apart. Calculations run deterministically.

04 / SPECIALIST

The briefing editor

Composes the five-section brief — why this fits, why now, who to call, sources, next action — and lists what still needs verification.

Under the surface

A deliberate system
behind every finding.

Trace how a disclosure becomes a matched, dated fact, how facts become a company record, and how the record reaches a managing director’s decision.

The architecture of an agentic civilizationSelect a layer to explore
Layer 01 / Collective intelligence

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.

Entitlements travel with the work.
Reference architecture · exact controls, Regions, and integrations are confirmed for each deployment.
From mandate to decision

The research moves forward.
Your judgment stays central.

The research panel reports observable actions, not scripted confidence: an ownership check completed with its announcement attached, a financial review that needs attention, an entity match still unresolved, an exit that moved a company out of view.

01

Define

Write the mandate: geography, industry, EBITDA, control requirements, ownership duration, sponsor preferences, and exclusions.

02

Research

Agents discover companies, resolve identities, establish ownership, qualify financials, and find reasons to engage, in parallel and with sources preserved.

03

Verify

Every material fact is checked against its citation. Conflicts and missing evidence are routed to a person instead of being smoothed over.

04

Decide

The managing director sees the prioritized briefing, opens any number to its dated source, and chooses to advance, watch, or pass.

Your next mandate

Bring a real mandate.
Leave with a short list.

Evaluate a sourcing workflow on authorized sample data, with the evidence and the gaps in view.

Discuss your mandate