Inputs
Data room documentsInvestment criteriaMemo template
AI Integration
AI integration for
financial services firms.
Our strategies are centered around P&L outcomes.
Illustrative workflow
Prepare the evidence for an investment decision
A deal team could assign agents to organize data room documents and prepare a draft investment memo. Conflicting figures and missing information would remain visible for the analyst to resolve.
Assigned work
- 01Organize the documents
- 02Compare the evidence
- 03Draft the memo
Investment memo draft
- Source references
- Conflicting figures
- Open diligence questions
The investment team would challenge the analysis, resolve material gaps, and own the investment recommendation.
About these examples
These illustrative workflows show how work could be organized with your team. We would confirm access, requirements, and suitability before building and testing a system.
Engagements
Work with us
Pricing varies based on the scope of the project.
01
Enterprise Education
The AI Ecosystem
We prepare a curriculum around your team’s experience and your leadership’s priorities. Two paid, hands-on sessions help employees understand AI and begin applying it to familiar tasks.
02
Core engagement
Consulting, education and implementation
We identify opportunities in your operating model and assess their potential effect on the P&L. We then prepare your people and build the solution with them through our three-phase approach.
- ConsultingBusiness priorities and implementation blueprint
- EducationInitial training and continued learning
- ImplementationBuild, test and refine in AgentOS
03
Three-month option
Ongoing partnership and support
We work alongside your firm for three months, meeting weekly with leadership and employees to review how the systems are performing. We make agreed workflow changes and provide training, troubleshooting and consulting as your team uses the systems.
Standalone education is available without an implementation engagement. Tailored education is also included in our core engagement.
We agree the scope and total price with your firm.
Next Steps
Let’s talk about how we can help.
We can help you identify opportunities for AI, prepare your team or discuss an implementation. You can bring questions at any stage, whether your firm is new to agents or already uses them.
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