The AI Investment BankRun the pipeline →
Multi-Agent System
A panel of specialist AI agents — each an independent actor that plans, calls audited tools, scores its own confidence and defers to a human when unsure — collaborating under one Chief AI Coordinator to deliver a single, board-ready investment view.
20
Total agents
9
Live
11
Planned
Leadership
Financial Analysis
#2
liveSenior Financial Analyst
Read the financials, analyze KPIs and ratios, and surface insights.
Analyze financial statementsCompute KPIs & ratiosAssess financial healthGenerate insights
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#8
plannedFinancial Modeling Expert
Build the forecast, budget, cash flow, scenarios and the Excel model.
3-statement modelForecast & budgetScenario & sensitivity analysisAI
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Valuation
Due Diligence
Risk
Investment Readiness
Strategy
Fundraising
#9
plannedFundraising Advisor
Design the raise: stage, capital required, use of funds, investor type.
Determine funding stageSize the roundRecommend use of fundsAI
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#10
plannedInvestor Matching Agent
Match and rank investors by mandate, with an explainable score.
Match investorsRank by fitExplain the matchAI
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#11
plannedPitch Deck Expert
Generate the investor deck, one-pager, memo and presentation notes.
Investor deckOne-pagerInvestment memoAI
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Operations
Legal
#13
plannedLegal Intelligence
Review contracts, extract clauses and flag legal risks.
Review contractsExtract clausesIdentify legal risksAI
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#14
plannedCompliance Officer
Verify KYC/AML/tax/licenses and produce compliance reports.
KYC/AML checksLicense & tax verificationCompliance reportingAI
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