Investment Portfolio Intelligence
Investment Portfolio Intelligence
Accelerating deal flow analysis, portfolio monitoring, and investor reporting with AI-driven research agents.
Accelerating deal flow analysis, portfolio monitoring, and investor reporting with AI-driven research agents.
Accelerating deal flow analysis, portfolio monitoring, and investor reporting with AI-driven research agents.
-65%
Research Time
4x Faster
Deal Flow Processing
99.8%
Report Accuracy
The Workflows
We decomposed the enterprise operating model into modular AI workflows, each powered by a specialized agent swarm.
We decomposed the enterprise operating model into modular AI workflows, each powered by a specialized agent swarm.
Workflow 01
Deal Flor Analysis + Screening
Workflow 02
Portfolio Company Monitoring
Objective
Rapidly evaluate incoming opportunities against investment thesis with comprehensive research and risk assessment.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Intake pitch decks and financial documents
Extract key metrics (revenue, growth)
Research market size, competitors, trends
Assess team backgrounds and track records
Flag regulatory or compliance concerns
Generate investment memo with scoring
Route qualified deals to partners
Track decision outcomes for model refinement
AI Agents in Unison
Document Extraction Agent
Financial Analysis Agent
Market Research Agent
Due Diligence Agent
Risk Assessment Agent
Memo Generation Agent
Deal Routing Agent
Learning & Feedback Agent
Workflow 01
Deal Flor Analysis + Screening
Workflow 02
Portfolio Company Monitoring
Objective
Rapidly evaluate incoming opportunities against investment thesis with comprehensive research and risk assessment.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Intake pitch decks and financial documents
Extract key metrics (revenue, growth)
Research market size, competitors, trends
Assess team backgrounds and track records
Flag regulatory or compliance concerns
Generate investment memo with scoring
Route qualified deals to partners
Track decision outcomes for model refinement
AI Agents in Unison
Document Extraction Agent
Financial Analysis Agent
Market Research Agent
Due Diligence Agent
Risk Assessment Agent
Memo Generation Agent
Deal Routing Agent
Learning & Feedback Agent
Workflow 01
Deal Flor Analysis + Screening
Workflow 02
Portfolio Company Monitoring
Objective
Rapidly evaluate incoming opportunities against investment thesis with comprehensive research and risk assessment.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Intake pitch decks and financial documents
Extract key metrics (revenue, growth)
Research market size, competitors, trends
Assess team backgrounds and track records
Flag regulatory or compliance concerns
Generate investment memo with scoring
Route qualified deals to partners
Track decision outcomes for model refinement
AI Agents in Unison
Document Extraction Agent
Financial Analysis Agent
Market Research Agent
Due Diligence Agent
Risk Assessment Agent
Memo Generation Agent
Deal Routing Agent
Learning & Feedback Agent
Workflow 01
Deal Flor Analysis + Screening
Workflow 02
Portfolio Company Monitoring
Objective
Rapidly evaluate incoming opportunities against investment thesis with comprehensive research and risk assessment.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Intake pitch decks and financial documents
Extract key metrics (revenue, growth)
Research market size, competitors, trends
Assess team backgrounds and track records
Flag regulatory or compliance concerns
Generate investment memo with scoring
Route qualified deals to partners
Track decision outcomes for model refinement
AI Agents in Unison
Document Extraction Agent
Financial Analysis Agent
Market Research Agent
Due Diligence Agent
Risk Assessment Agent
Memo Generation Agent
Deal Routing Agent
Learning & Feedback Agent
Workflow 01
Deal Flor Analysis + Screening
Workflow 02
Portfolio Company Monitoring
Objective
Rapidly evaluate incoming opportunities against investment thesis with comprehensive research and risk assessment.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Intake pitch decks and financial documents
Extract key metrics (revenue, growth)
Research market size, competitors, trends
Assess team backgrounds and track records
Flag regulatory or compliance concerns
Generate investment memo with scoring
Route qualified deals to partners
Track decision outcomes for model refinement
AI Agents in Unison
Document Extraction Agent
Financial Analysis Agent
Market Research Agent
Due Diligence Agent
Risk Assessment Agent
Memo Generation Agent
Deal Routing Agent
Learning & Feedback Agent
Workflow 01
Deal Flor Analysis + Screening
Workflow 02
Portfolio Company Monitoring
Objective
Rapidly evaluate incoming opportunities against investment thesis with comprehensive research and risk assessment.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Intake pitch decks and financial documents
Extract key metrics (revenue, growth)
Research market size, competitors, trends
Assess team backgrounds and track records
Flag regulatory or compliance concerns
Generate investment memo with scoring
Route qualified deals to partners
Track decision outcomes for model refinement
AI Agents in Unison
Document Extraction Agent
Financial Analysis Agent
Market Research Agent
Due Diligence Agent
Risk Assessment Agent
Memo Generation Agent
Deal Routing Agent
Learning & Feedback Agent
Workflow 01
Deal Flor Analysis + Screening
Workflow 02
Portfolio Company Monitoring
Objective
Rapidly evaluate incoming opportunities against investment thesis with comprehensive research and risk assessment.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Intake pitch decks and financial documents
Extract key metrics (revenue, growth)
Research market size, competitors, trends
Assess team backgrounds and track records
Flag regulatory or compliance concerns
Generate investment memo with scoring
Route qualified deals to partners
Track decision outcomes for model refinement
AI Agents in Unison
Document Extraction Agent
Financial Analysis Agent
Market Research Agent
Due Diligence Agent
Risk Assessment Agent
Memo Generation Agent
Deal Routing Agent
Learning & Feedback Agent
Ready to Build Your AI Back Office?
Ready to Build Your AI Back Office?
Ready to Build Your AI Back Office?
Talk to our team about which agents fit your needs. Whether you need deal flow acceleration, dispatch optimization, production coordination, or succession planning support — get a proof-of-concept running in days, not months.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.