Platform · Agents

Purpose-built agents for every desk.

Agents run each desk on your firm’s judgment. Institutional Memory keeps every deal, model, and IC decision on one record. Pipeline, underwriting, diligence, and Ask Sam are the modules they use.

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Acquisitions

Acquisition Agent

Equity deal flow from inbox to closing

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Debt

Origination Agent

Originations, sizing, and term sheets

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Development

Development Agent

Sources & uses, draws, and timelines

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Equity portfolio

Asset Management Agent

Business plans, leasing, and hold-or-sell on the original thesis

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Lender servicing

Service Monitor Agent

Covenants, reserves, and watch items on the book you own

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