📈 Business Case · May 2026

A full investment team.
100 agents.
First check to final exit.

Most firms don't fail because of bad thesis — they fail because they can't process enough deals, diligence fast enough, or monitor their portfolio with precision. InvestOS is 100 specialised agents working as a single coordinated unit across every stage of the investment lifecycle.

100 Specialised Agents 6 Investment Teams Deal → DD → Exit 24/7 · Always On
Browse All 100 Agents ARTlligence ↗
100
Single-purpose agents — each with defined inputs, outputs, and quality bar. They hand off context and validate each other's work.
6
Coordinated teams: deal sourcing, due diligence, valuation, portfolio intel, market research, and exit intelligence
8 min
Full due diligence package including IC memo — vs 2–3 weeks of analyst time manually
24/7
Portfolio monitoring, market scanning, and exit readiness tracking — never stops, never misses a signal
The Root Problem

Investment edge is a speed and intelligence problem

The best deals close fast. The best DD catches what others miss. The best exits are prepared years in advance. Every part of the investment process has a bottleneck — and almost all of them are solvable with intelligence infrastructure.

🔍 Deal volume is overwhelming
A top-performing fund sees 1,000–3,000 deals per year. Manually screening each one takes 2–4 hours of analyst time. 80% are immediately screened out by thesis mismatch. InvestOS screens in 30 seconds — analysts only touch the 6% that warrant deeper work.
📋 Due diligence misses the signals
Manual DD takes 2–3 weeks and still misses things. Revenue quality issues hide in the ARR bridge. IP gaps hide in employment agreements. KPI inconsistencies hide between the deck and the data room. 20 specialised DD agents surface all of it, every time.
💰 Valuation is guesswork without comps
Entry multiple benchmarking requires live comparable company data, precedent transactions, and dilution modelling. Manually building a comp set takes days. The Valuation team does it in minutes — with citation, methodology, and scenario sensitivity.
📊 Portfolio visibility is lagging
Monthly board packs. Quarterly updates. By the time a portfolio company's runway issue shows up in a report, it's already a crisis. 18 portfolio agents monitor in real time and flag sub-6-month runway 90 days before it becomes a problem.
🌐 Market timing is luck, not signal
Knowing which sectors are heating up — before valuations inflate — is a fundamental edge. 14 research agents track VC activity, public comp multiples, regulatory shifts, and technology adoption curves continuously. You see the signal before the noise.
🚀 Exit outcomes are left to chance
Most GPs start thinking about exit 6 months before they need one. InvestOS runs exit readiness scoring quarterly from day one — so by the time the window opens, the buyer universe is mapped, the CIM is drafted, and the management presentation is ready to go.
6 Teams · 100 Agents

Every part of the investment lifecycle covered

Each team is a group of specialised agents that hand off context, validate each other's work, and deliver outcomes the GP can act on. Three pre-built workflows orchestrate agents across teams in minutes.

Team 01
🔍 Deal Sourcing
Screens inbound, scores thesis fit, validates traction, maps warm intro paths, benchmarks founders, drafts deal memos.
18 agents
Team 02
📋 Due Diligence
Reviews financial models, validates revenue quality, scans legal risk, checks KPI consistency, drafts IC memos for partner meetings.
20 agents
Team 03
💰 Valuation
Builds comp sets, runs DCF models, models preference stacks, SAFE conversions, dilution scenarios, and down-round impact.
16 agents
Team 04
📊 Portfolio Intel
Monitors KPIs continuously, flags runway risk, tracks competitive threats, surfaces fundraising signals, drafts LP updates automatically.
18 agents
Team 05
🌐 Market Research
Tracks VC activity, benchmarks public comp multiples, builds TAM models, validates theses, surfaces emerging categories before consensus.
14 agents
Team 06
🚀 Exit Intelligence
Scores exit readiness quarterly, maps buyer universes, builds M&A comps, drafts CIMs, models proceeds — from day one of ownership.
14 agents
"The best firms don't just pick better — they process faster, diligence deeper, and exit smarter. InvestOS gives every fund the intelligence infrastructure that used to require a team of 20 analysts."
— InvestOS · Built with Claude · 100 agents, one coordinated unit
Investment Edge

The math on a 20-company portfolio

A senior investment analyst costs $150K–$200K. A VP of investing costs $300K–$450K. A full investment team of 4–6 people costs $800K–$1.5M annually. InvestOS delivers the same intelligence output at a fraction of the cost — available from day one, on every deal simultaneously.

Annual Team Cost Replaced
$800K+
4-person investment team
DD Package Time
−97%
8 min vs 3 weeks
Deal Screening Speed
30s
vs 2–4 hours manual
Portfolio Monitoring
Real-time
vs monthly board packs
From first check to final exit

Three workflows. The full lifecycle.

Workflow 1 · ~4 min
First-Look Screening
Deal Flow Screener scores thesis fit
Founder background validated
Traction benchmarked vs sector
TAM validated from first principles
Competitive landscape mapped
Deal memo drafted for IC
Workflow 2 · ~8 min
Full Due Diligence
Financial model reviewed + stress-tested
Revenue quality and churn analysed
Legal red flags scanned
Valuation range with methodology
All KPIs cross-validated vs data room
IC memo ready for partner meeting
Workflow 3 · Quarterly
Exit Readiness Review
18-indicator exit readiness score
15–20 strategic buyers mapped
M&A comparables with multiples
Exit proceeds modelled by scenario
CIM drafted and ready
Carry and LP distributions calculated