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Agents
◉
Deal Sourcing & Screening
4
▸
⚯
Market Scanner
scan:
✓
Deal Triage Agent
triage:
≡
Transaction Comps Finder
comps:
∿
Owner Intent Signal
intent:
◈
LBO Underwriting Engine
5
▸
☰
Cap Table Parser
cap:
∑
LTM Financials Normalizer
ltm:
▤
LBO Model Builder
lbo:
▥
Debt Stack Modeler
debt:
◈
Return Metrics
ret:
◆
Due Diligence Stack
5
▸
☷
VDR Auditor
vdr:
▢
Contract Abstractor
abstract:
◰
Legal & Regulatory Checker
legal:
⌂
Operational Diligence Reviewer
ops:
⚠
ESG & Compliance Risk Flagger
esg:
◐
Capital & LP Relations
4
▸
✎
IC Memo Writer
memo:
✦
Teaser Designer
teaser:
⇄
LP Update Generator
lpupd:
◎
Fundraising CRM Copilot
crm:
◼
Portfolio Operations
4
▸
↗
Pricing Optimization Agent
price:
Δ
EBITDA Variance Watcher
ebitda:
⚒
Value Creation Prioritizer
vc:
∠
Customer Churn Predictor
churn:
Workspace
◆
Pipeline
✎
Instructions
∑
Analytics
Configuration
Currency
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€
EUR
£
GBP
$
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Integrations
2/8
EE Äriregister
public endpoint
off
EE EMTA (tax)
off
LT Registrų centras
public atviri duomenys
off
LT VMI (tax)
off
LV UR
off
LV VID (tax)
off
Tavily
default
connected
EXA
fallback
connected
☰
Pipeline
·
4 companies
Back to chat
All
Financial Services
·
Founder
Family
Pe Backed
Vc Backed
Corporate Carve Out
Sourced
0
Screened
0
LOI / IOI
1
Keystone Insurance
Wealth Management
€71M rev
·
€20.0M EBITDA
EV €216M
10.8x
Diligence
0
IC
0
Signed
1
Anchor Capital
Insurance Brokerage
€93M rev
·
€29.8M EBITDA
EV €388M
13.0x
Closed
1
Navigator Wealth
Payments
€44M rev
·
€13.2M EBITDA
EV €153M
11.6x
Held
1
Keystone Wealth
Payments
€61M rev
·
€14.6M EBITDA
EV €161M
11.0x
Exited
0
Passed
0