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Agents

Agents run the work.Your team makes the calls.

Finpilot monitors, prepares and advances recurring work—stopping when your judgment is required.

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Agent runQuarterly manager monitoring
  1. Trigger receivedQ3 letter
  2. Work preparedDraft ready
  3. Review requiredYour judgment

One agent run

From change detected.To decision ready.

Not a prompt. A configured workflow with a defined review point.

01 — WATCHESReceived
A new manager letter arrives.

The quarterly letter for Fund IV lands in the data room.

Trigger · New quarterly letter
02 — PREPARESUpdate drafted
The update is prepared.

Checked against the mandate, prior notes and approved sources.

Scope · Approved sources only
03 — ESCALATESAwaiting your review
A material change stops here.

A key-person change needs the team’s judgment before anything moves on.

Review point · Investment team

Work that keeps moving

Recurring work.Ready when your team is.

Monitoring · approved sources1 for review
  • Manager updatesChecked
  • Portfolio changesChecked
  • New researchChecked
  • Missing informationNeeds review
01 — AWARE

Stay ahead of change.

Agents watch approved sources and surface what requires attention.

Q3 committee bookReady for review
  • IC materialsEvidence linked
  • Manager updatesEvidence linked
  • Client reportingIn format
  • Research briefsReady for review
02 — PREPARED

Walk in prepared.

Reports, briefs and materials arrive ready for review.

Manager meeting · follow-throughApproved
  • Meeting summaryCaptured
  • Decisions recorded2
  • CRM updatedApproved
  • Follow-up assignedInvestment team
03 — CURRENT

Keep the institution current.

Meetings, decisions and approved changes move into the systems your team relies on.

Work your team already runs

Across the investment office.

  • 01

    Manager and portfolio monitoring

    Changes surface when they require attention.

  • 02

    Research briefs and synthesis

    Relevant sources become evidence-linked analysis.

  • 03

    IC and board materials

    Updates and exceptions arrive in the approved format.

  • 04

    Client and firm reporting

    Approved data and commentary move into recurring reports.

  • 05

    Meeting preparation and summaries

    Teams arrive prepared; decisions and follow-ups remain recorded.

  • 06

    CRM and record updates

    Approved changes move into the systems that should remain current.

And the work unique to your institution

Configured around your sources, standards, formats and approval points.

Finpilot Meeting Notetaker

The meeting ends.The work keeps moving.

01 — CAPTUREMeeting captured

The conversation is recorded.

Notes and transcript remain connected to the meeting and participants.

  • Fund IV · quarterly manager meetingThu 10:00
  • Participants4 · 2 firms
  • Notes and transcriptCaptured
Explore the workflowSelect a stage to see what happens next.

01CaptureMeeting captured

The conversation is recorded.

Notes and transcript remain connected to the meeting and participants.

  • Fund IV · quarterly manager meetingThu 10:00
  • Participants4 · 2 firms
  • Notes and transcriptCaptured

02SummarizeSummary prepared

The important points are prepared.

Topics, questions and supporting context become a reviewable summary.

  • Key topics3
  • Open questions2
  • SummaryEvidence linked

03StructureActions identified

Decisions and commitments become explicit.

Decisions, owners, open questions and follow-ups are separated from general discussion.

  • Decisions1
  • Follow-ups · owners3 assigned
  • Unresolved items1

04RecommendRecommendations ready

The next actions are drafted.

Finpilot proposes CRM updates, record changes, follow-ups and relevant workflow actions.

  • Proposed CRM updateManager record
  • Drafted follow-upTo manager
  • Suggested workflow actionMonitoring note

05AdvanceAwaiting approval

The work is ready to move forward.

After approval, updates reach the appropriate record, system or next workflow step.

  • Pending approvalInvestment team
  • DestinationCRM · manager record
  • Next stepCommittee book
Explore the workflowSelect a stage to see what happens next.
Stage 1 of 5

Human judgment

Every agent knowswhere to stop.

Sources, permissions, exceptions and approval points are configured before the work runs.

Review requiredQuarterly manager monitoring · Fund IV · Q3 letter
Material change

Manager expands investment mandate.

Why review is required

The manager introduced a new asset class that may affect portfolio fit. The agent prepared the update and stopped before it reached the committee book.

Supporting evidence
Q3 quarterly letter · p. 3

“Beginning next quarter, the strategy will expand its allocation to private credit.”

Institutional rule

Material changes to investment strategy require investment-team review before inclusion.

Approve and continueReturn with guidanceMark as not material
  • Permitted sources and actions
  • Visible evidence and exceptions
  • Approval before consequential steps

The platform

The record becomes intelligence.The intelligence becomes work.

  1. 01 · Connect

    Connected Data

    Systems, documents, entities and relationships resolve into the institutional record.

    Connected Data
  2. 02 · Understand

    Institutional Intelligence

    Questions and analysis use the record’s context, history, evidence and permissions.

    Institutional Intelligence
  3. 03 · ActYou are here

    Agents

    Recurring work runs from the same record and stops where review or judgment is required.

Bring us the workflowyour team keeps rebuilding.

Choose a recurring process, its sources and approval points. We’ll show how a Finpilot agent would prepare the work and stop for review.

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