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Documentation

A clear path
from idea to workflow.

Start with the core concepts, trace a reference workflow, and map the sources, entitlements, and approval gates for your own deployment.

Platform overview

The managing director’s workspace, the research layer, the company record, and the infrastructure beneath them.

Research agents

Specialist roles, bounded sources, acceptance criteria, and a complete sourcing reference workflow.

Federating multiple teams

How a shared knowledge graph and common governance connect an agentic organization.

Security architecture

Follow a request from the network edge through entitlement checks, retrieval, the model gateway, and approval.

Workflow library

Sourcing, sponsor intelligence, company briefs, and buyer identification first; underwriting, monitoring, and reporting after the decision.

Implementation guide

Define a bounded evaluation, golden datasets, and measurable acceptance criteria.

Technical reference

The implementation detail.
Where it lives.

Deeper material on governance design, institutional memory, and the terminology behind private-markets workflows.

Approval-gate design

Separating the capability to draft from the authority to act, with approvals bound to exact payloads.

Institutional memory

Permissioned semantic memory, provenance, and the promotion of reviewed lessons.

Private-markets glossary

Definitions across credit documentation, transaction structures, and fund operations.

Research archive

A searchable library of public-company profiles, filings, and financial statements.

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