Diligence and background
Counterparties, markets, and documents read against your own criteria, with the sources attached.
AgentOS for enterprise
We connect your systems, set what every agent can touch, and ship the first workflows with your team. Then it runs without us.
Rollout plan
Access for Claude
The system
Routed by capability, cost, and the context the task needs.
Scoped per agent and per system, so research can't reach the systems that move money.
Anything consequential waits for sign-off, and every action keeps its evidence.
The work
Counterparties, markets, and documents read against your own criteria, with the sources attached.
Meetings, reviews, and committees prepared in advance, so the discussion starts at the decision.
Pipelines, deadlines, and obligations checked on a schedule, with exceptions raised instead of reports filed.
What was promised, checked against what actually happened in your systems, with the gaps surfaced.
Handoffs chased to completion across teams and systems, closed when the outcome is done.
The recurring pack assembled from live data and delivered where your team already works.
The engagement
We map the recurring work with your operators and rank what is worth handing over by value and risk.
Agents, workflows, and integrations configured on your real systems, with access and approvals set where they belong.
We tune what the first weeks reveal, train your team to run and extend it, then step back.
A worked example
Every step is scoped work with a named owner. The two decisions that matter still belong to a person. Swap the trigger and the criteria, and the same shape covers a renewal, a claim, or an onboarding.
The sender is matched against prior contact and what is known about the company is attached.
Market, competitors, and team history pulled together, every claim linked to its source.
Checked against the criteria your firm uses, with mismatches stated plainly.
The system prepares the decision and stops. Your call decides what happens next.
Open requests watched against the data room, owners chased when items go quiet.
Drafted in your format from your own materials, open questions and evidence attached.
It arrives prepared, on time, with the work behind it already done.
Governance
SSO across every surface, with role-based access control.
Access granted per agent and per system, not per user account.
Human sign-off on any action you classify as consequential.
Every action recorded with the evidence it acted on.
Residency options for regulated industries and regional requirements.
Internal and legacy systems wired into the same shared context.
Run the providers you are already approved for, side by side.
A named team through evaluation, rollout, and the first quarter.