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ADVISORY · CUSTOM SKILLS & AGENTS

BUILD

Agents that do the work. Your work.

Generic AI makes analysts faster. Custom skills make your firm's process itself faster , codified, governed, and reusable. We build them on top of the 800+ skill library, grounded in your data.

SKILLS

Reusable capabilities

Screening rules, memo standards, extraction pipelines , the repeatable units of your firm's judgment, written down and running.

AGENTS

Multi-step work, orchestrated

Agents that run parallel workstreams , diligence, allocation, IR , with human-in-the-loop gates and escalation policies.

WORKFLOWS

Workflow Studio

Build, AI-generate, govern, and share workflows across teams , every action logged, reviewable, and reversible.

Walk-phase capability is standalone and documented , your staff can run and modify it without us in the loop.

THE HANDOVER STANDARD
Scope a build