Analyze, Automate
and Reason
Agentic Data Room is where investment professionals upload financial documents and deploy a fleet of specialist AI agents to run institutional-grade analysis, scenario planning and create a structured export — within minutes, not weeks for less than $5 per asset.
Start your first analysis
Orchestrator, analyst, legal, diligence, marketing.
Industry specific KPIs, Digital Asset Structure and evaluation
An Orchestrated set of AI Agents
Agentic Data Room uses a fleet of specialist AI agents. Upload an offering memorandum, or a fund document and watch Orchestrator Omni route to the right agents in real time.
- Analyst Annie runs the underwriting model.
- Legal Lori abstracts loan terms and covenants.
- Diligent Dave answers deal questions from source documents.
- Marketing Mary generates podcasts, videos, message posts.
Every step is observable, exportable, and auditable.
Designed for
Investment Analysts & Underwriters
Run NOI, DSCR, LTV and stress scenario modeling on uploaded documents. Get citation-backed answers from Agents — in minutes, not days.
Fund Managers & LP Relations Teams
Auto-complete ILPA DDQ 2.0 across 20 sections, generate LP reporting packages, and produce AI podcast briefings for IC preparation and partner review.
Equity Research & Trading Desk
Run Quick Snapshot BUY/HOLD/SELL signals, deep Sentiment Analysis across news and social signals, and extract structured data from any public company's SEC filings — on demand.
Built on institutional AI infrastructure
From document upload to deal-ready output
Choose your intelligence mode
Select from Asset Analysis, Trading Bot, SEC Filings, Podcast Generator — each purpose-built for a different financial task.
Upload documents
Drop PDFs, XLSX, or CSV files for document-based analysis — or enter any public stock ticker to pull live SEC filings and trading signals instantly.
Agents run in real time
Watch specialist agents extract, model, and package findings — with live orchestration steps, flagged risks, and citation-backed outputs at every stage.
Export structured outputs
Download credit memos, DDQ packages, underwriting reports, trading signal reports, SEC filings extracts, and podcast episodes — or embed analyses in internal portals.
Five specialists,
One orchestrated fleet
- Orchestrator Omni — Deal Coordinator. Routes tasks to the right specialist agents and triggers multi-agent pipelines for every deal type.
- Analyst Annie — Underwriting Analyst. Computes NOI, DSCR, LTV, cap rate, and stress scenarios from uploaded financial documents.
- Legal Lori — Lease & Loan Analyzer. Extracts and structures key loan terms, covenants, triggers, and exit calculations from complex agreements.
- Diligent Dave — Due Diligence Analyst. Answers structured and ad-hoc deal questions directly from source documents, hallucination-free.
- Marketing Mary — Deal Packager. Converts deal findings into investor-ready credit memos and structured marketing content.
Every analysis is different
Your agents are ready
Schedule a 30-minute call. We'll run a live workflow on your documents. Asset analysis, SEC filings extraction, trading signals, or a full CMBS agent pipeline and show you exactly what Agentic Data Room produces end-to-end.
