AI Agents for Investment Firms

More Deals.
Fewer Hours.
Same Team.

We build custom research, sourcing, and reporting agents for investment firms — deployed inside your CRM, deal pipeline, and reporting stack. Scoped, built, and live in 4–8 weeks.

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What We Build

Agents For How
Your Firm Actually Works.

We don't sell generic AI tools. Every engagement is scoped around a specific workflow your team already runs, and delivered inside the systems they already use.

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Deal Sourcing Agents

Continuously screen new companies against your investment thesis across databases, news, and filings. Your pipeline fills itself while your team focuses on the shortlist.

fact_check

Diligence Agents

Ingest data rooms, extract structured data from filings and financials, and draft investment memos with market sizing, competitive landscape, and regulatory context. From raw data to decision-ready.

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Portfolio Monitoring & Benchmarking

Auto-generate LP updates, KPI dashboards, and portfolio health signals from raw data across your portcos. Benchmark performance against peers and sector cohorts, every quarter.

hub

Portfolio Company Agents

Deploy the same infrastructure inside your portcos to accelerate their operations. One fund-level engagement unlocks leverage across every company you back, 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.

architecture
03

Build & Deploy

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

construction
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 Study 01 · Venture Capital

What We Built For
Forum Ventures.

Forum Ventures

Forum Ventures

Pre-seed VC · NYC

Engagement

Investment Memo Research Agent

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

The Problem

Hours Lost to Assembly

The team 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. The team flips 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

7–15 hrs
Saved Per Team Member, Per Week
On data aggregation alone
30 min
To Produce Each Memo
Down from 2–3 hours manually
90%
Of Each Memo Auto-Generated
Team focuses on judgment

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 team?

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No. Our agents handle the repetitive assembly and aggregation work, freeing your team 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 — your CRM, deal pipeline, reporting stack, data room, and internal databases. No migrations required.
Book a Call

Explore What AI
Can Do for Your Firm.

Tell us about the workflows slowing your team down. 30-minute call, no prep needed.

Prefer email? adam@nomadagents.io