Features
Five flagship capabilities purpose-built for private equity execution, plus the pre-installed power tools, smart memory, and security approvals that every Capable deployment ships with.
IC memos that match your standards.
Multi-stage research engine that assembles institutional-grade IC memos directly from uploaded documents and public data. Underwriting spine derivation feeds the prompt, chunked assembly runs with section-level quality gates, and weak sections are retried automatically.
- ✓Multi-stage research with uploaded documents + Brave Search
- ✓Underwriting spine drives thesis, value creation, and returns analysis
- ✓Section-level quality gates retry weak sections instead of failing
- ✓Gemini, Anthropic, and Kimi provider support with override per skill
- ✓DOCX output saved directly to the project's outputs folder
Due diligence, understood and tracked.
A PE-grade due diligence framework built around the four questions every deal needs answered: Who Are You, What Do You Do, Where Are The Risks, What Else Should We Know. Every question has an explainer, a document request, and a per-question status.
- ✓110-question framework across 13 workstreams and 4 pillars
- ✓Uploaded documents auto-classified into the right workstream
- ✓Per-question notes, document links, and status tracking
- ✓Gaps view highlights what's still unanswered or partial
- ✓Excel export for external review or IC handoff
Find investors who actually match.
One shared investor database with optional project links. Import preserves firm-and-contact structure from real CSVs, not just firm rows. Filter by project, industry, geography, check size, and sponsor preference.
- ✓Shared firm database with optional project-scoped filters
- ✓Grouped CSV imports preserve firm ↔ contact relationships
- ✓Industry, geography, and check-size tags on every firm
- ✓Contact-level detail: email, phone, LinkedIn pills, notes
- ✓Inline edit controls — no detour through chat for simple updates
Store browser logins and API keys for services that do not already have a direct integration. Composio-connected apps live in Integrations.
If the agent ever asks for a password instead of logging in automatically, tell it: “Check the stored access inventory first, then use browser-login.mjs if the service has browser access.”
Your credentials, your control.
Encrypted credential vault for every service your agent needs. Browser login via the native Chromium for sites without APIs, Composio for supported SaaS apps, and stored API keys for direct service calls. Deterministic request-time routing picks the right path for each task.
- ✓AES-256-GCM encrypted credential vault
- ✓Browser login via native Chromium — agent never sees passwords
- ✓Composio integrations for 900+ supported SaaS apps
- ✓API keys stored securely for direct service calls
- ✓Deterministic request-time routing: Composio → browser → API
Agents that work on their own schedule.
Native OpenClaw cron with reliable firing, human-readable schedules, and delivery routing to Telegram, Discord, or the Task Board. Every run is tracked with its output visible inline — no SSH, no log spelunking.
- ✓Native cron with every-minute precision
- ✓Human-readable schedules like 'Every weekday at 9:00 AM EST'
- ✓Delivery routing to Telegram, Discord, or in-dashboard Task Board
- ✓One-time, recurring, and manual execution modes
- ✓Every run tracked with output visible in the Task Board
Pre-Installed Power Tools
Your agent has real software at its fingertips. Python, browsers, databases, document converters — all pre-installed on your server.
Python 3 + Data Science
Excel & Spreadsheets
PDF Generation
Web Scraping
Document Processing
Browser Automation
System Tools
Data & Formatting
Smart Memory System
Your agent remembers. Across conversations, across days, across sessions. Four layers of memory keep it sharp.
SOUL.md
Persistent identity and operating principles. Your agent knows who it is across every conversation.
Daily Memory
Auto-logged daily. Today and yesterday loaded each session. Your agent picks up where it left off.
Compaction
Auto-summarizes old conversations when context fills up. Saves key findings to daily memory first.
Context Pruning
15-minute TTL drops stale data. Keeps recent context sharp for faster, more relevant responses.
Security & Approvals
Your agent asks before acting on anything risky. You stay in control with real-time approval flows and automated security scanning.
Human-in-the-Loop Approvals
High-risk actions require your explicit approval before the agent proceeds. Review, approve, or reject — right from your dashboard.
Security Scanner
Automated scans flag potential issues before they become problems. Every tool call, file write, and network request is monitored.
See it in action
A 30-minute working demo on your own deal, or ours. No slides, no sales pitch.
Book a Demo