SERVER-SIDE CLAUDE DEMO · 8 REFERENCE AGENTS

AI Agents for
Financial Services

Reference agents for investment banking, equity research, private equity, and fund operations, packaged for secure server-side Claude deployment.

8agents
Reference workflows packaged
9connectors
Planned enterprise connectors
0stored
Demo prompt retention by app
100%
Human review required
01 - WALKTHROUGH

See the dashboard before the call.

A short product walkthrough showing pipeline visibility, agent execution, memo drafting, and human review controls for financial-services teams.

+Live pipeline and review queue overview
+Agent execution progress for pitch workflows
+Committee-ready memo handoff state
02 - AGENTS

8 workflow agents.
One platform.

Each agent ships as a self-contained plugin. Install individually or deploy the full suite.

◈
INVESTMENT BANKING
Pitch Agent
Comps, precedents, LBO → branded pitch deck, end to end.
/comps/lbo/cim/teaser
⬡
EQUITY RESEARCH
Market Researcher
Sector or theme → industry overview, competitive landscape, peer comps.
/sector/competitive-analysis/screen
◇
EQUITY RESEARCH
Earnings Reviewer
Earnings call + filings → model update → analyst note draft.
/earnings/model-update/initiate
▣
FINANCIAL ANALYSIS
Model Builder
DCF, LBO, 3-statement, comps — live in Excel. Formula tracing included.
/dcf/lbo/3-statement-model
⬟
FUND ADMIN
GL Reconciler
Finds breaks, traces root cause, routes for human sign-off.
/gl-recon/break-trace/variance-commentary
◉
OPERATIONS
KYC Screener
Parses onboarding docs, runs the rules engine, flags gaps.
/kyc-screen/doc-parse/rules-check
⬢
PRIVATE EQUITY
Private Equity Agent
Deal sourcing, screening, IC memos, portfolio monitoring.
/source/screen-deal/ic-memo
◎
WEALTH MANAGEMENT
Wealth Advisor
Client reviews, financial plans, rebalancing, TLH, reports.
/client-review/rebalance/financial-plan
03 - LIVE DEMO

Ask the agents anything.

finserv-ai · analyst-session
Powered by Claude Sonnet · No data stored · Outputs require professional review
04 - PRICING

Start with one agent.
Scale to the firm.

ANALYST
$1,200/mo
Solo analyst or associate desk
◈3 Agents
◈2 Connectors
◈Excel Add-in
◈Slack export
◈Email support
CHARGEMENT…
MOST POPULAR
TEAM
$4,800/mo
Coverage team or boutique
◈All 8 Agents
◈All 9 Connectors
◈Excel + Word + PPT
◈API access
◈Managed deployment
◈Priority support
CHARGEMENT…
ENTERPRISE
Custom
Multi-desk or institutional
◈Unlimited agents
◈Custom connectors
◈On-prem / VPC
◈Custom workflows
◈SLA + compliance
◈Dedicated CSM