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Agentic teams

Exceptional specialists.
Extraordinary teamwork.

Assign an objective to an orchestrated team of agents. Each specialist operates with a scoped role, bounded tools, and explicit acceptance criteria, and returns schema-validated work your professionals can adjudicate.

Build your agent team
The agent workspace Interactive example · fictional data
Your objective

Prepare the IC memo for Project Alder’s unitranche financing.

01

Diligence retrieval

Parse the data room, CIM, and QoE

Specialist agent
02

Financial analysis

Bridge Adjusted EBITDA and leverage

Specialist agent
03

Credit documentation

Extract baskets and blocker terms

Specialist agent
04

IC memo synthesis

Compose a fully cited IC draft

Specialist agent
The deliverable

Project Alder · Credit committee brief

Adjusted EBITDA bridged to the QoE. Negative covenants and blocker provisions extracted. The draft flags an uncorroborated run-rate synergy add-back for committee review.

Approval required
Scoped context. Specialist reasoning. One verified outcome.Powered by Top Bucket AI
Meet the specialists

The right role.
At the right moment.

Narrow mandates, least-privilege tool access, and measurable acceptance criteria make every specialist’s contribution independently verifiable.

01 / SPECIALIST

The researcher

Runs hybrid retrieval across authorized sources, resolves entities across documents, and maintains a versioned evidence register with gap tracking.

02 / SPECIALIST

The analyst

Normalizes financial statements, bridges reported to Adjusted EBITDA, and runs every calculation in a deterministic engine on approved assumptions.

03 / SPECIALIST

The reviewer

An adversarial critic that tests each assertion against its citation, flags contradictory sources, and blocks unsupported conclusions.

04 / SPECIALIST

The editor

Composes the deliverable in your firm’s template, preserving provenance, open diligence items, and dissenting evidence.

Under the surface

A deliberate system
behind every handoff.

Trace how raw documents become indexed context, context becomes orchestrated work, and orchestrated work reaches a human 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 objective to outcome

The work moves forward.
Your judgment stays central.

01

Define

Specify the objective, retrieval scope, output schema, tool permissions, and approval gates.

02

Orchestrate

The planner compiles a task graph, dispatches specialists in parallel, and enforces dependencies between them.

03

Verify

Critic agents and schema validators challenge the output, expose disagreement, and route evidence gaps to an owner.

04

Adjudicate

Present the exact result, with citations, confidence signals, and proposed actions, for human approval.

Your next chapter

Extraordinary work.
Collective intelligence.

See what an orchestrated agent team can do inside your investment process.

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