InvestOS: Agentic AI for Investment

18 sourcing agents working in parallel. Deal Flow Screener scores every inbound against fund thesis in 30 seconds — stage, sector, geography, check size all validated before analyst time is spent. Sector Fit Scorer, Stage Fit Validator, and Check Size Matcher eliminate 80%+ of misfit deals instantly. Warm Intro Mapper identifies shortest 2nd-degree path from the fund network to each founder via LinkedIn, portfolio company connections, LP network, and co-investor introductions. Thesis Alignment Scorer reasons about why this deal fits or doesn't — with specific evidence, not just a number. Deal Memo Drafter synthesises all inputs into a 1-page IC brief with a clear pass/proceed recommendation.

20 DD agents produce a complete IC package in under 8 minutes. Financial Model Reviewer checks internal consistency and validates every assumption — flags hockey sticks and illogical ratios. Revenue Quality Analyser stress-tests ARR, churn, expansion, and contraction against sector benchmarks. Legal Red Flag Scanner reads every contract for IP assignment gaps, change-of-control clauses, and unusual terms. Customer Reference Interviewer structures and scores reference calls systematically. KPI Consistency Checker validates every number in the deck against the data room — mismatches surfaced automatically. IC Memo Drafter synthesises all outputs into a partner-ready investment memo with recommended decision and key open items.

16 valuation agents cover every angle. Comparable Company Analyser builds a live comp set from public and private market data. Precedent Transaction Finder retrieves last 24 months of M&A transactions with deal multiples. DCF Model Builder runs a full discounted cash flow with scenario sensitivity. Post-money Waterfall Builder models every share class, preference stack, and anti-dilution clause. SAFE Conversion Modeller shows exactly what converts at what price in every scenario. Down Round Impact Modeller calculates founder and early investor dilution under stress cases — before you sign. Option Pool Shuffle Analyser quantifies the pre-money dilution trap hidden in round mechanics.

18 portfolio agents monitor every company continuously. KPI Dashboard Builder ingests monthly board updates and builds a standardised metric view across the portfolio. Runway Monitor tracks cash and flags sub-6-month positions 90 days before crisis — giving time to act. Competitive Threat Monitor watches for new entrants, funding rounds, and pricing moves in each company's market. Fundraising Signal Detector identifies which companies are quietly raising — and models the follow-on decision. Write-off Risk Scanner flags early warning signs across 12 indicators. LP Update Drafter generates quarterly letters from portfolio data automatically — formatted, sourced, ready to send.

14 research agents keep the fund ahead of the market. TAM/SAM/SOM Modeller builds bottom-up market sizing from first principles — not top-down guesswork. Sector Trend Analyser monitors VC activity, regulatory shifts, and technology adoption curves across all focus sectors. Public Comp Tracker updates revenue multiples and growth benchmarks in real time. VC Activity Monitor tracks which firms are increasing or decreasing sector exposure. Thesis Validation Agent cross-references new investment theses against live market data before the first check is written. Emerging Market Identifier surfaces new categories before they're obvious — the signal before the noise.

14 exit agents maximise outcomes across the portfolio. Exit Readiness Scorer runs 18 indicators quarterly — financial, legal, operational, and team readiness. Strategic Buyer Universe Mapper identifies 15–20 strategic acquirers for each company with acquisition rationale and connection paths through the fund network. M&A Comparable Finder builds a live transaction comp set with deal multiples from the last 24 months. Exit Proceeds Modeller calculates fund carry and LP distributions at every exit scenario before entering a process. CIM Drafter and Management Presentation Builder produce institutional-quality sale documents in hours. Dual-track Process Manager coordinates parallel strategic and financial buyer processes.