Agents

Example agents

Proposal/SoW Drafter Ingest brief + prior SoWs, assemble scope, assumptions, and timelines; route for approval. Book demo
Research Synthesizer Pull sources (web/DB/notes), extract facts, cite, and deliver a client-ready summary. Book demo
PM Copilot Parse emails/meet notes, update tasks, tag risks, and nudge owners with context. Book demo
Reporting Agent Join CRM + timesheets + finance to produce weekly client status with deltas. Book demo

Deal Intake/Triage Parse CIMs, scrape web/KPIs, score against thesis, and push top fits to the pipeline. Book demo
DD Pack Builder Extract, normalize, and file docs; flag gaps; generate checklists and memos. Book demo
Liquidity Forecaster Ingest ledgers, create 13-week cash forecast + scenarios with commentary. Book demo
Compliance Monitor Watch transactions/commms for rules breaches; file alerts with evidence. Book demo

Why our agents are different

Grounded, governed, and built for production—low hallucinations, enterprise security, and measurable ROI.

SSO RBAC KMS VPC / On-prem Zero data retention Audit logs Redaction Egress allowlists

See reasons ▾

Grounded, tool-first execution

Agents plan → call tools → cite evidence. Decisions are anchored to retrieved data and system calls.

Low hallucinations by design

Retrieval checks, per-step validation, and approvals on uncertain outputs.

Enterprise security & privacy

SSO/SAML, RBAC, KMS, data residency, strict egress; no training on your data.

Governance & auditability

Versioned workflows, dev→pilot→prod gates, blue/green releases and rollbacks with full logs.

Measured performance & cost

Eval suites, quality/latency dashboards, canaries, A/B tests, and budget guards.

Bring-your-own stack

Use your models, vector stores, and systems; connectors for CRM, email, files, finance, web & APIs.

Agents vs Automations vs Chat LLMs

How different approaches read, decide, and act — and where they fit best.

Autonomous workers that read → decide → act with guardrails

Reads from systems✓
Writes back to systems✓
Multi-step workflows✓
Human approvals✓
Tests & guardrails✓
Audit trail✓
Best forOperational outcomes

Automations (RPA / zaps)

Deterministic triggers and tasks, pre-wired steps

Reads from systems✓
Writes back to systems✓
Multi-step workflows✓
Human approvalsOptional
Tests & guardrailsLimited
Audit trailBasic logs
Best forPredictable, structured tasks

Chat LLMs

Great at drafting & Q&A; need tools to take action

Reads from systemsWith tools
Writes back to systems✗
Multi-step workflowsLimited
Human approvalsManual
Tests & guardrailsPrompt-level
Audit trailConversation only
Best forBrainstorming, drafts, answers

Proven outcomes

0% Admin time reduction on routine tasks

0% Cost reduction vs. manual processes

0 weeks Typical time to first production value

Figures indicative; measured per-client with live dashboards.

Technical deep dive

Architecture & orchestration

Core

Agents defined as workflows (DSL), versioned with tests.
Deterministic core: systems-of-record remain source of truth.
Retry, idempotency, and circuit breakers built-in.

Runtimes & tools

BYO models/keys; hybrid rules + LLM functions + tools.
Connectors for CRM, email, storage, finance, and web.
Export agents as APIs; webhooks + file triggers.

Security, governance, and compliance

Security

Tenant isolation; VPC or on-prem; optional air-gap.
Role-based approvals and data minimization by default.
PII handling, redaction, and policy-aware prompts.

Governance

Audit logs (inputs, actions, outputs, model metadata).
Change-gated promotions: dev → pilot → prod.
Budget guards and per-agent cost telemetry.

Deployment & change management

Deployment

Fixed-fee pilot; production retainer with SLAs.
Blue/green agent versions and instant rollback.
Per-tenant encryption (KMS) and CDC audit trails.

Testing

Fixture-based tests with golden outputs.
Offline evaluation sets and sandbox runs.
Human-in-the-loop checkpoints for critical steps.

Deploy secure, measurable agents that do the work - not just chat about it.

What are agents – practically?