Frame what has to be true
Structure the research framework around the questions and evidence that determine whether the investment case holds.
AI Operating System for Institutional Finance
The AI operating system for institutional finance—giving agents the context to work across research, analysis and decisions—keeping your team in control.
Structure the research framework around the questions and evidence that determine whether the investment case holds.
Ask about any number, contract, assumption or risk. The Deal Agent works from the source materials, research frameworks, findings and open questions already in Capital Intuition.
Open the exact page and passage behind a material finding—even inside dense broker research.
Draft from the research framework, findings and sources already reviewed in Capital Intuition.
New documents arrive. Assumptions change. Your team asks new questions. Capital Intuition keeps the evidence and prior analysis in context, so you can build on the work rather than reconstruct it.
Research frameworks, evidence and open questions carry forward across the team.
Agents pursue questions against the transaction—not one isolated prompt.
Findings remain linked to the sources behind them.
New information changes the existing case instead of creating another disconnected thread.
Inspect the evidence, challenge the analysis and bring your judgment into the work.
Your team frames the questions, reviews the work and owns the judgment.
Every material conclusion links back to the sources and assumptions behind it.
Gaps, risks and unproven assumptions remain in view as diligence moves forward.
AI-proposed updates enter the record only after review and acceptance.