AGOS
Talk to us

The agentic operating system for investment management.

Agos connects evidence, relationships, models, Agent work, review, and history across the firm's existing systems. One governed operating state for the team and its agents.

Talk to us
Applications

One system. Different investment decisions.

r
Reia
Real-estate underwriting

The agentic underwriting operating system for real-estate investment teams.

Reia keeps sources, accepted assumptions, model consequences, questions, and reviewed changes attached to one deal.

v
Veia
Venture underwriting

The agentic underwriting operating system for venture investment teams.

Veia keeps company evidence, fund context, declared alternatives, model consequences, and investment review attached to one investment.

At the deal level

One deal, fully connected.

Evidence, assumptions, model, Agent work, statements, and review stay attached to one governed underwriting state.

Reia · Cedar Row
Reia
Reia Deal Workspace — Cedar Row IC review with Agent, graph, dashboard, operating statement, and library

Trace a proposed underwriting change from source through the agreed model before the team decides what enters the underwriting.

Reia product · shared Agos workspace
Agent · Graph · Dashboard · synthetic case
At the portfolio level

The whole book, one board.

Stage, ownership, and exposure stay visible across the portfolio. Every position opens into the same evidence-linked workspace.

Veia · Portfolio
Veia
Veia Portfolio Board — every company organized by stage, status, owner, and next action

Companies move through the pipeline while ownership and reserves stay current. The portfolio and the investment record remain connected.

Veia product · shared Agos workspace
Board · List · Pipeline · synthetic fund
System

One governed path.

Different investment decisions work through the same three responsibilities.

Reia and Veia carry different decisions through one governed operating state.
Context

Keeps the investment, evidence, relationships, accepted assumptions, and prior work connected.

Computation

Runs accepted inputs and alternatives through the model the team approves.

Control

Lets people and agents propose within assigned permissions. Named reviewers approve material changes; the team decides.

Integrations

Keep the systems that already work.

Documents preserve evidence. Spreadsheets compute. CRM, workflow, mail, calendar, and communications keep their jobs. Agos connects the investment context, model work, actions, outputs, and record of change.

CRM + workflow

Salesforce · Airtable · Linear

Working surfaces

Excel · Word

Communications

Outlook · Gmail · Calendar · Slack · Teams

Extend

APIs · SDKs · MCP · n8n

Retained case

Reopen the case. Don't rebuild it.

Sources, accepted state, open questions, and reviewed changes stay with the case, so an authorized teammate can continue from reviewed work. Each firm's context remains private; Agos never pools customer evidence, decisions, or memory across firms.

Coming next on the same foundation
p
PeiaPrivate-equity LBO review

Peia connects operating performance, capitalization, debt, credit, and returns inside one reviewable LBO.

a
AmliaAML case review

Amlia keeps source support, evidence gaps, declared restrictions, and the reviewer handoff visible while the bank retains disposition and SAR authority.

Deployment

Run Agos on your terms.

Run Agos in a managed environment configured with your team. When requirements call for a tighter boundary, we separately engineer the exact private target.

Implementation services configure the selected environment around the firm's models, IC formats, workflows, selected connections, controls, training, and rollout.
Start

Bring Agos into your investment workflow.

See how Agos connects the evidence, models, Agent work, review, and history around a workflow your team already runs.

Talk to us