An AI workforce that keeps deal pipeline, portfolio KPIs and LP reporting current — fusing your deal, monitoring and CRM systems into one accountable view.
A fleet that chases and normalises portfolio KPIs into the monitoring platform, keeps the deal CRM current, assembles LP reporting behind sign-off gates and builds IC packs to a consistent template — the same Business Analyst archetype that fuses four data planes live, only the source systems change.
The work lives in the seams
Deal flow sits in a relationship CRM, portfolio data in a monitoring platform, fund books in a fund-accounting system and LP comms in a portal — while the actual numbers arrive as portfolio-company spreadsheets and PDFs each quarter, so the picture of pipeline, portfolio health and LP commitments is never whole.
Your stack today
Real software, wrapped as tools your agents can use — no rip-and-replace. Any system not listed is wrapped to order.
From your systems to your agents
We wrap each system as a clean, named tool at the MCP boundary — so a specialist sees tools, not vendor APIs, and one system breaking never cascades into the rest.
The specialists for private equity and investment
Named agents for this sector — each a transferable function, grounded on a specialist already running live in the fleet.
Portfolio KPI Analyst
Chases each portfolio company's quarterly reporting pack, extracts and normalises KPIs from spreadsheets and PDFs into the monitoring platform and flags companies off-plan or with covenant pressure.
Modelled on Georgia · Business Intelligence (WH Scott)
Deal-Pipeline & CRM Coordinator
Keeps the deal CRM current from inbound email and meeting notes, logs interactions to the right deal and relationship, surfaces stalling processes and prepares the weekly pipeline review.
Modelled on Ruby · Executive Personal Assistant (Legacie)
Investor Reporting & LP Desk
Assembles quarterly LP reports and capital-call and distribution notices from fund data, drafts the narrative and handles routine LP requests through the portal with sign-off gates.
Modelled on Henry · Blocks Support Agent (Legacie)
Deal Screening Analyst
Runs first-pass screening on inbound opportunities — Companies House filings, market sizing, comparable transactions — and assembles a sourced screening memo for the deal team to verify.
Modelled on Georgia · Business Intelligence (WH Scott)
Fund Finance Accountant
Reconciles fund and capital-account movements, drafts capital-call and distribution calculations and produces the management-accounts and NAV support pack for review.
Modelled on Aaron · Management Accountant (Legacie)
IC & Board-Pack Controller
Compiles IC and portfolio-board packs from deal, monitoring and CRM data into a branded, board-grade deck with a consistent template and a defensible source trail.
Modelled on Hugo · Construction Support Manager (Legacie)
What the fleet does
A governed specialist for each job — each allowed exactly one role, each gated, attributed and audited. We never put judgement and a send button in the same box.
Portfolio KPI collection and monitoring
Business AnalystChases each portfolio company's quarterly reporting pack, extracts and normalises KPIs from spreadsheets and PDFs into the monitoring platform and flags companies off-plan or with covenant pressure.
Outcome. Portfolio data lands clean and on time each quarter instead of being wrangled by hand under deadline.
Deal-pipeline and CRM hygiene
Executive AssistantKeeps the deal CRM current from inbound email and meeting notes, logs interactions to the right deal and relationship, surfaces stalling processes and prepares the weekly pipeline review.
Outcome. Pipeline and relationship data stays current automatically, so partners walk into Monday with an accurate view.
Investor reporting and LP request desk
Support ConciergeAssembles quarterly LP reports and capital-call/distribution notices from fund data, drafts the narrative and handles routine LP information requests through the portal with sign-off gates.
Outcome. LP reporting goes out consistently and on schedule, with every external communication approved before send.
Deal screening and due-diligence research
Business AnalystRuns first-pass screening on inbound opportunities — Companies House filings, market sizing, comparable transactions — and assembles a sourced screening memo for the deal team to verify.
Outcome. Opportunities are screened consistently from a sourced memo rather than ad-hoc partner research.
Fund finance and capital-account reconciliation
Management AccountantReconciles fund and capital-account movements, drafts capital-call and distribution calculations and produces the management-accounts and NAV support pack for review.
Outcome. Fund finance reconciliations and LP capital accounts are kept current with the routine calculation work done.
Investment committee and board pack builder
Document ControlCompiles IC and portfolio-board packs from deal, monitoring and CRM data into a branded, board-grade deck with a consistent template and a defensible source trail.
Outcome. IC and board packs are assembled to a consistent standard from live data, not rebuilt slide by slide each cycle.
No client named here — only what we’d build
Capability-framed: Georgia (Business Analyst) already fuses four separate data planes into board-grade BI decks live for WH Scott Group, and the same archetype maps directly onto fusing DealCloud, iLevel and a fund ledger for a PE firm — the Business Analyst, Management Accountant and Document Control roles are proven; only the source systems change.
Every agent above is grounded on a specialist already running live in the fleet — the same patterns, wrapped onto your systems.
Give us a job description. You get a tested agent.
Brief it like you would a new hire. We build it, test it against your reality until the evals are green, ship it in 14 days — then keep adding features so your agents always stay ahead.
- Role
- Portfolio KPI Analyst
- Owns
- Chases each portfolio company's quarterly reporting pack
- Good looks like
- Its one job done every day, to a standard we test before it ships.
- Never
- Send or commit anything external without a human approval.
- 1Build
Systems wrapped as MCP tools. One job, one gate.
- 2Test
Golden traces + shadow mode behind a reply whitelist.
- 3Ship
Live on your channels in 14 days — governed and audited.
- 4Iterate
Monthly evals + new features, so it stays ahead.
Georgia
Portfolio KPI Analyst
- Golden traces passing
- Approval gate on every external send
- Attributed + audited
“An agent you cannot test is not a product. It is a rumour with API access.”
See how we workPut your private equity and investment operation on autopilot
Start with a £2,500 AI Readiness Audit on your stack — a ranked map of where the integration tax costs you most, fully credited against any engagement.