The balance sheet, watched at the speed it can actually move.
Treasury risk arrives faster than the reporting cycle that is supposed to catch it. AgenticAUM keeps liquidity, duration, counterparty and concentration exposure under continuous review, and shares the parts the other side needs to see.
80% science — the machine
Gap and duration analysis, funding stress, counterparty exposure, limit monitoring.
20% art — yours
Funding strategy, the relationship with the regulator, the call to de-risk early.
Sentry
Delinquency has a shape. See it early.
Continuous portfolio monitoring that watches cash flows, sector stress and behavioural signals to flag accounts drifting toward default months before the DPD bucket moves.
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Counterparty
The buyer list nobody else thought of.
Strategic and financial buyer screening across global corporates, sponsors and their portfolios, ranked by strategic fit, capacity to pay and historical acquisition behaviour.
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Venture Capital
Seed to Series C
02Private Equity
Buyout to growth equity
03Family Offices
Single and multi-family
04Angels & Syndicates
Leads, syndicates, rolling funds
05Private Credit & NBFCs
Lending at scale
06Asset Managers
Mutual funds, PMS, institutional mandates
07Hedge Funds
Discretionary and systematic
08Wealth Managers & RIAs
Discretionary and advisory books
09Pensions & Insurers
Insurers, reinsurers, pension schemes