AI Agents for Investment Firms

Transform Your Firm
With AI.

Custom AI agents tailored to your firm that automate entire workflows end-to-end. No new software to learn, deployed directly into the tools your team already uses.

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Why Nomad Agents

Only AI-Native
Firms Surmount.

The delta between traditional operations and AI-native architecture is no longer marginal; it is existential.

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Accelerated Execution

Processes that once required multiple team handoffs can now execute continuously. From research to reporting, cut turnaround from days to minutes.

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Reduced Overhead

AI agents remove manual coordination, approvals, and repetitive operational work across systems, reclaiming hours your analysts spend on assembly.

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Scale Across Your Portfolio

Deploy agents across your fund and portfolio companies alike. One engagement at the fund level can unlock value across every portco, without adding headcount.

A Deliberate
Process.

Whether it's your fund or a portfolio company, every engagement follows the same disciplined arc. From understanding the workflow to deploying an agent that works within it.

01

AI Opportunity Audit

We conduct a structured audit of how work moves through your organization, across teams, systems, and decision points. The goal is to identify where AI can reduce operational overhead, accelerate execution, or replace manual coordination entirely.

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02

Agent Architecture

We design the agent, defining inputs, outputs, logic, and guardrails, then align with your team before writing a single line of code.

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03

Build & Deploy

We develop and test against real data, iterating closely with your analysts until the output meets their standard. Agents deploy on your existing infrastructure.

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04

System Optimization

Post-deployment, we monitor performance, refine accuracy, and expand scope as your team discovers new applications for the agent.

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Case Studies

Real Results. Real Firms.

Every engagement starts with a workflow problem and ends with measurable time reclaimed.

Forum Ventures
Featured Engagement

Forum Ventures

Investment Memo Research Agent

Automatically aggregates market sizing, competitive landscape, and regulatory context into a structured 12-14 page memo. Analysts flip one toggle to activate. No new tools, no workflow change.

The Problem

Hours Lost to Assembly

Analysts spent 10-18 hours weekly aggregating data across fragmented sources. Time that should go to investment judgment. And no one wanted to learn another tool.

What We Built

One Toggle in Airtable

A research agent deployed directly into their existing Airtable setup. Analysts flip a single switch to activate research mode. No new app, no workflow change.

"The output gets analysts 90% of the way there, leaving judgment and original thinking as the only remaining work — which is exactly where I want to spend my time."

— Alejandro, Forum Ventures

30 min
Per Memo Produced
Previously 2-3 hours
7-15 hrs
Saved Per Week
On data aggregation alone
90%
Auto-Generated
Of each investment memo

Common Questions.

What types of firms do you work with?

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We work primarily with venture capital firms, private equity shops, hedge funds, and family offices. If your team spends significant time on research, analysis, or reporting workflows, we can likely help.

How long does a typical engagement take?

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Most agents go from discovery to deployment in 4-8 weeks, depending on complexity and data source integration. We move fast but never at the expense of output quality.

Do the agents replace our analysts?

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No. Our agents handle the repetitive assembly and aggregation work, freeing your analysts to focus on judgment, insight, and the original thinking that actually drives investment decisions.

What does pricing look like?

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Every engagement is scoped individually based on workflow complexity, data sources, and integration requirements. Reach out and we'll provide a transparent estimate after a discovery call.

Can you deploy agents into our portfolio companies?

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Yes. We work with PE and VC firms to deploy agents directly into their portfolio companies. One relationship at the fund level can unlock AI-driven efficiency across multiple portcos, each scoped to their specific workflows and tools.

How do you handle sensitive financial data?

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Security is foundational. We work within your existing infrastructure, support SSO and role-based access, and can deploy on-premise or within your cloud environment. We never store or train on your proprietary data.

What tools and systems do your agents integrate with?

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We deploy into the tools your team already uses, including Airtable, Notion, Google Workspace, Slack, CRMs, and internal databases. No migrations required.

Explore What AI
Can Do for Your Firm.

Tell us about the workflows slowing your team down. We'll tell you what's possible.

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