A multi-agent operating layer that unifies proprietary data, specialist AI agents, and your investment process into a single, auditable system of work.
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
A unified foundation
Everything the work needs. Connected from the start.
An operating layer that binds evidence, agents, and deliverables into one traceable, reviewable execution graph.
Knowledge fabric
Ingest data rooms, credit agreements, financial models, and approved playbooks into a permissioned index of embeddings, entities, and relationships.
Citation-level provenance
Every extracted figure and clause retains its document version, page, and location, so the evidence stays attached to the finding.
Agent orchestration
A planner decomposes objectives into a graph of tasks, schedules specialists in parallel, and routes failed validations back for revision.
IC-grade deliverables
Credit memos, covenant compliance schedules, comps tables, and LP-ready drafts, rendered in your firm’s own templates.
A considered architecture
People, workflows, data. One connected system.
The interface is where your professionals work. The orchestration layer plans, delegates, and verifies. The knowledge layer grounds every output in permissioned evidence. The infrastructure layer keeps it all inside your boundary.
01 / Interface
Where your people work
Analyst workspace
Research, compare, and adjudicate findings
Documents & tables
Memos, models, schedules, evidence packs
Review console
Approve, edit, or reject agent output
02 / Orchestration
How the work gets done
Specialist agents
Scoped roles, tools, and context windows
Planner & scheduler
Task graphs, parallelism, and retries
Verification layer
Schema checks, critic agents, approval gates
03 / Knowledge
What the firm knows
Hybrid retrieval index
Dense and lexical search with re-ranking
Entity knowledge graph
Borrowers, sponsors, facilities, lenders
Institutional memory
IC decisions, playbooks, post-mortems
04 / Infrastructure
Where it runs
Isolated AWS VPC
Single-tenant, private subnets only
Amazon Bedrock
Model inference over private endpoints
AWS KMS
Encryption under customer-managed keys
Purpose-built surfaces
Interfaces that understand the assignment.
A precision workspace for the documents, data, and dialogue that shape a credit decision.
CIM & deck interrogation
Test a lender presentation or CIM against the QoE, the model, and the data room, and route every inconsistency to one review queue.
Benchmark targets, capital structures, and documentation terms side by side on consistent, cited criteria.
VDR change intelligence
Track uploads, version deltas, outstanding diligence requests, and material changes across the process.
Meeting intelligence
Convert authorized management and lender-call transcripts into cited summaries and tracked follow-ups.
Custom agentic workflows
Compose the task graph, specialists, tool permissions, and approval gates around your actual process.
Meet your existing stack
Start with the systems your firm already uses.
Connectors ingest from the systems of record behind the first workflow and inherit their entitlements. Integration availability and licensing are confirmed during scoping.