The model is built before the banker finishes the call.
Diligence is an industrial process disguised as craft. AgenticAUM automates the industrial half — extraction, normalisation, modelling, sensitivity — so the deal team spends its hours where returns are actually made.
80% science — the machine
Extraction, normalisation, LBO mechanics, sensitivity grids, covenant math.
20% art — yours
Structuring, negotiation, the operating thesis.
Atlas
Financials in. Full operating model out.
Atlas parses statements, trial balances and management accounts of any format, normalises them into a clean spine, and builds a fully linked three-statement and LBO model with audit trails on every cell.
Play demo →
PortCo OS
Value creation, instrumented.
Give every portfolio company a shared operating cockpit: 100-day plan tracking, monthly close automation, covenant monitoring and standardised KPI flow into the fund's reporting spine.
Play demo →
Venture Capital
Seed to Series C
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
10Bank Treasuries
ALM, liquidity, prop and balance sheet