AgenticAUM logoAgenticAUM

Two engines · 50 agents · one OS

Every money manager runs on two engines.

One reads the public tape — filings, prints, transcripts, flows. One reads the private world — decks, data rooms, cap tables, KPI emails. Twenty-five agents each, one shared memory, twenty applications on top, and every mandate from a solo angel to a pension fund above that.

Public Markets Engine →Private Markets Engine →All 20 applications

2

Engines

50

Specialist agents

20

Applications

10

Mandate types

Filings parsedDecks readModels rebuiltComps curatedLimits checkedMemos draftedMarks defendedLetters writtenCohorts rebuiltExits timedFilings parsedDecks readModels rebuiltComps curatedLimits checkedMemos draftedMarks defendedLetters writtenCohorts rebuiltExits timed
01The stack

Engines at the base. Applications in the middle. People at the top.

Hover an engine to see exactly which applications it powers and which mandates sit above it. Every tile is a live product page with a playable demo.

Tier 03 · Who it serves10 mandates

Public market

Asset managersHedge fundsWealth managers & RIAsPensions & insurersBank treasuries

Private market

Venture capitalPrivate equityFamily officesAngels & syndicatesPrivate credit & NBFCs
Tier 02 · Application layer20 applications
AtelierAMClient LensAMCouncilHedgeAllocator ViewHedgeMandateWealthClientRoomWealthDurationPensionsPolicyholderPensionsSentryTreasuryCounterpartyTreasury
EZVCVCFounderDeskVCAtlasPEPortCo OSPELedgerFOPrincipalFOSyndicateAngelsCapital HubAngelsCredit PortalCreditBorrower HubCredit
Tier 01 · Engine layer50 agents
01Listed equity

Public Markets Engine

ING · 5RES · 5MOD · 5RSK · 5CLI · 5

Open the engine →

02Venture

Private Markets Engine

SRC · 5DIL · 5MOD · 5PRT · 5GOV · 5

Open the engine →

02The architecture, in one picture
TIER 03 · MANDATES10TIER 02 · APPLICATIONS20TIER 01 · ENGINES50 AGENTSASSET MANAGERSHEDGE FUNDSWEALTH MANAGERS & PENSIONS & INSURERBANK TREASURIESAtelierClient LensCouncilAllocator ViewMandateClientRoomDurationPolicyholderSentryCounterparty01Public Markets EngineFiling Hound — IngestTranscript Scribe — IngestTape Reader — IngestNormaliser — IngestAlt-Data Broker — IngestThesis Writer — ResearchBear Desk — ResearchSector Cartographer — ResearchChain Tracer — ResearchSentiment Auditor — ResearchModel Builder — ModellingValuation Sweep — ModellingFactor Decomposer — ModellingBacktest Runner — ModellingScenario Forge — ModellingExposure Sentry — RiskLiquidity Warden — RiskDrawdown Forecaster — RiskMandate Marshal — RiskSurveillance Clerk — RiskLetter Writer — ClientAttribution Analyst — ClientDDQ Responder — ClientReconciler — ClientMeeting Brief — ClientING · 5 AGENTSRES · 5 AGENTSMOD · 5 AGENTSRSK · 5 AGENTSCLI · 5 AGENTSVENTURE CAPITALPRIVATE EQUITYFAMILY OFFICESANGELS & SYNDICATEPRIVATE CREDIT & NEZVCFounderDeskAtlasPortCo OSLedgerPrincipalSyndicateCapital HubCredit PortalBorrower Hub02Private Markets EngineDeal Scout — SourcingFounder Signal — SourcingMarket Mapper — SourcingInbound Triage — SourcingRelationship Graph — SourcingDeck Reader — DiligenceDataroom Miner — DiligenceReference Synthesist — DiligenceCap Table Auditor — DiligenceLegal Redliner — DiligenceLBO Architect — ModellingCohort Economist — ModellingComps Curator — ModellingReturns Simulator — ModellingStructure Designer — ModellingValue Creation Planner — PortfolioKPI Collector — PortfolioTalent Scout — PortfolioFollow-On Allocator — PortfolioExit Timer — PortfolioIC Memo Agent — GovernanceLP Reporter — GovernanceCapital Call Clerk — GovernanceValuation Committee — GovernanceCompliance Archivist — GovernanceSRC · 5 AGENTSDIL · 5 AGENTSMOD · 5 AGENTSPRT · 5 AGENTSGOV · 5 AGENTSTWO ENGINES · ONE SHARED MEMORY
Fig. 01 — the AgenticAUM stack· swipe to pan →
03The two engines
01Listed equity · credit · multi-asset

Public Markets Engine

The public engine runs continuously against the market's own exhaust — filings, transcripts, prints, prices, flows, holdings, news — and hands your desk a maintained view of every name you cover, with the reasoning attached.

ING

RES

MOD

RSK

CLI

Asset managersHedge fundsWealth managers & RIAsPensions & insurersBank treasuries

10 applications · 25 agents →

02Venture · buyout · credit · family capital

Private Markets Engine

The private engine takes the unstructured world — decks, data rooms, cap tables, call notes, contracts, KPI emails — and turns it into a maintained, comparable, defensible book of companies, positions and relationships.

SRC

DIL

MOD

PRT

GOV

Venture capitalPrivate equityFamily officesAngels & syndicatesPrivate credit & NBFCs

10 applications · 25 agents →

04Across both engines

IC Room

The investment committee, instrumented.

Every paper, every dissent, every condition and every follow-up in one room — with the agents that wrote the analysis on call to defend it.

Chronicle

Institutional memory that outlives the analyst.

Every decision, mark, model and meeting is stored with its reasoning, so the firm can be asked what it thought and why, five years later.

Ask AUM

One question box over the whole firm.

Natural language across positions, documents, models and marks — answered with citations back to the primary source, never a guess.

05The thesis

Finance is 80% science and 20% art. We automate the science so you can afford the art.

The science is everything knowable, checkable and repeatable: the extraction, the normalisation, the comparables, the models, the monitoring, the reconciliation, the reporting. It consumes most of the hours in every investment firm on earth, and it rewards none of them.

The art is the part you were hired for. Conviction. Structure. Timing. Knowing which founder is telling the truth. Deciding to be alone in a position for eighteen months.

Fifty agents on the science. Humans on the art.

06How it is built
01

Agents, not features

Fifty specialists with narrow jobs and shared memory beat one general model with a long prompt. Each agent can be inspected, replaced and held to a standard.

02

Reasoning you can interrogate

No opaque score, no single synthetic answer. Every output exposes its inputs, its dissent and the facts that would invalidate it.

03

Deployed inside your walls

Private deployment per institution. Your policies, your templates, your language, your governance file.

“Every firm reads the same hundred deals. The edge is in the thousand nobody had the hours to open.”