Deal Intake + Triage Agent
Faster triage with fewer missed risks
Mid-MarketBoutiqueSyndicate
Watches inbox and data rooms, extracts key assumptions, and routes deals with cited risk flags.
Tool stack
Unstructured.ioLlamaIndexClaude 3.5 Sonnetn8npgvector
IC Memo Draft Agent
Consistent, citable memos across the team
Mid-MarketBoutiqueFamily Office
Drafts decision-ready memos with every number cited back to the exact source page.
Tool stack
DoclingLangChainGPT-4oJinja2 templatesHuman-in-the-Loop (HITL)
Portfolio Drift Monitor
Earlier variance visibility without extra meetings
Mid-MarketFamily Office
Continuously checks KPIs against plan and emails a weekly drift digest with plain-English reasons.
Tool stack
PrefectPandasClaude HaikuSendGridQdrant
Covenant + Compliance Tracker
Fewer surprises in reporting cycles
Mid-MarketFamily Office
Tracks loan covenants, reporting deadlines, and exceptions in a single audit trail.
Tool stack
Apache TikaTemporal.ioRules DSLPostgresSlack webhooks
Lease Abstraction Agent
Abstract in minutes; human verifies edge cases
Mid-MarketBoutiqueFamily Office
Abstracts commercial leases into structured tables and flags non-standard clauses for legal review.
Tool stack
Tesseract OCRUnstructured.ioGPT-4oHaystackHITL QA queue
Benchmark + Comps Compiler
Reusable benchmark packs, not one-off research
Mid-MarketBoutique
Pulls from your own deal archives and public sources to build a citation-ready comps pack.
Tool stack
LlamaIndexChromaPerplexity APIClaude 3.5Markdown export
LP Report Assembler
Fewer copy/paste errors; consistent voice
Mid-MarketFamily Office
Assembles quarterly updates from emails and exports, then flags sections that need human input.
Tool stack
LangChainXLSX / CSV ingestGPT-4oDocx templatesApproval workflow
Diligence Tracker + Chaser
Less dropped diligence during busy sprints
Mid-MarketBoutique
Auto-creates a diligence checklist, assigns items to owners, and follows up until fully closed.
Tool stack
n8nNotion APIGmail / OutlookCrewAI task agentsSlack reminders
IC Meeting Brief Agent
Sharper IC meetings — less rehash, more decisions
Mid-MarketBoutique
Preps a 1-page brief per deal: what changed since last IC, open items, and who owns what.
Tool stack
Context graph (REMI)Semantic diffGPT-4oCitations layerPDF render
Deal History Analog Finder
Institutional memory available in seconds
Mid-MarketFamily OfficeSyndicate
Finds prior deals that feel similar and explains exactly why — with cited deal notes.
Tool stack
pgvectorOpenAI EmbeddingsLlamaIndexQdrantContext graph (REMI)
Investor Outreach Draft Agent
Higher-quality investor comms at scale
SyndicateBoutique
Drafts personalized outreach sequences from deal facts, keeping tone and compliance consistent.
Tool stack
Clay.comGPT-4oCRM connectorGuardrails AISendGrid
SPV Documentation Assistant
Faster doc cycles without sacrificing controls
Syndicate
Generates first drafts of SPV docs, investor packets, and term sheets with version tracking.
Tool stack
DocassembleGPT-4oDocx templatesGit-style versioningApproval UI
Expense Reclass + Anomaly Scout
Cleaner variance narratives in less time
Mid-MarketFamily Office
Flags unusual expense line-items and prepares plain-English questions for the property manager.
Tool stack
PandasRules engineClaude HaikuPlotly DashEmail alerts
Weekly Portfolio Digest
Exec visibility without a weekly sync
Mid-MarketFamily Office
One email every Monday: pipeline status, drift alerts, and the top open question per asset.
Tool stack
PrefectContext graph (REMI)Claude HaikuResendMarkdown
Vendor Contract Review Agent
Fewer surprises in renewals and new vendors
Mid-MarketFamily Office
Highlights risky clauses and compares vendor terms to your prior deals and internal playbooks.
Tool stack
Unstructured.ioLlamaIndexGPT-4oClause heatmapsHITL QA
Data Room Indexer
Faster onboarding of any new deal
Mid-MarketBoutiqueSyndicate
Indexes a deal folder, auto-labels docs by type, and generates a 'what's missing' checklist.
Tool stack
Google Drive / Dropbox APIDoclingAuto-tagging (REMI)ChromaReact search UI
Research + News Digest
More signal, less doomscrolling
BoutiqueFamily OfficeSyndicate
Daily briefing scoped to your thesis: rates, rent comps, deal flow signals, and local market moves.
Tool stack
Perplexity APIExa.aiClaude 3.5 HaikuPreferences memory (REMI)Resend
IC Follow-up Closer
Decisions don't evaporate after the meeting
Mid-MarketBoutique
Tracks every IC action item and nudges owners until the decision is documented and closed.
Tool stack
Meeting transcript (Otter/Fireflies)n8nNotion / LinearEmailAudit log
Data QA Operations Layer
Compounding accuracy — not static automation
Mid-MarketFamily OfficeSyndicate
A lightweight queue: humans verify high-impact fields on a sample so automation stays reliable.
Tool stack
Label StudioArgillaSampling logicPostgresREMI learning loop
Broker Claims Checker
Catch narrative risk before IC
Mid-MarketBoutiqueSyndicate
Extracts every claim from an OM and asks: 'what evidence supports this?' — with citations.
Tool stack
Unstructured.ioLlamaIndexGPT-4oRed/green flag layerSource citations
Workflow Playbook Builder
Fewer regressions as the team grows
Mid-MarketFamily Office
Converts how your firm actually works into repeatable agent playbooks with guardrails.
Tool stack
Context graph (REMI)AutoGenComposioTelemetry / tracesApproval UI