Pre-built, one-click AI agents that automate end-to-end research workflows — from company primers to pitchbook slides — delivering polished deliverables in minutes.
Workflow Agents are purpose-built, one-click AI workflows built on Deep Research technology. Each agent handles a specific job such as generating a company profile slide, creating an industry primer, brainstorming M&A targets, preparing meeting briefs, or producing weekly news roundups. Users launch with minimal input and receive polished deliverables, with planned capabilities for customizable agents on scheduled recurring tasks.
Automating pitchbook slide creation
Generating industry primers
Preparing pre-meeting briefings
Producing weekly news roundups
Reduced time on non-differentiated research work
Standardized deliverable quality
Enabled analysts to reallocate time to strategic decisions
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