Precision AI grounded in your company practices
Xlagent helps private capital teams extract, structure, and validate investment data faster with reliable, auditable AI workflows.
Agents that work like part of your team
AI that learns from your interactions
AI grounded in your company's context, continuously improving with every interaction.
Agentic automation and collaboration
AI takes action and collaborates effectively, powered by real understanding of your context.
Semantic context layer
The domain-specific layer links your data, interactions and decisions into actionable context.
Company data and knowledge
Every AI interaction is grounded in your company data, knowledge and user interactions.
Precision insights in your investments at scale
Structured, verifiable answers from data rooms and portfolios at scale, with investment-grade precision.
Trust through traceability
Every output is grounded in your data and fully traceable to the source.
Automation of your core investment workflows
50%
time savings on core workflows
ESG due diligence
Work through ESG questionnaires, ratings, incidents, and improvement plans with traceable sources.
Market report analysis
Distil broker research, sector notes, and macro outlooks into comparable takeaways for the deal team.
GTM & positioning review
Synthesise how the target sells, who it wins against, and how motion, pricing, and packaging show up in decks, CRM, and calls.
Sales funnel & pipeline analysis
Normalise stage, velocity, conversion, and forecast data to stress-test growth assumptions before and after the deal.
Competitive landscape scan
Map peers, substitutes, and win/loss patterns from data rooms, interviews, and public filings for IC-ready comparisons.
Unit economics & cohort review
Pull retention, expansion, and margin drivers from financials and product data to ground payback and LTV narratives.
Data room insights
Turn folders of PDFs and spreadsheets into structured answers, gaps, and follow-up questions.
Lease agreement overview
Abstract key dates, rents, breaks, and tenant obligations across large lease populations.
Credit agreement overview
Map facilities, margins, covenants, and events of default for quick IC and ops reference.
Bank covenant tracking
Compare maintenance tests to certificates and models; flag headroom and key reporting dates before a breach.
Insurance coverage monitoring
Check policies, limits, endorsements, and renewal dates against lender and sponsor requirements.
Bank guarantee checking
Validate amounts, beneficiaries, expiry, and wording against facility and contract terms.
Portfolio monitoring
Roll up KPIs, incidents, and actions across assets for board packs and LP updates.
KYC checking
Align IDs, UBOs, and documentation with policy before onboarding or material changes.
Creditworthiness checks
Combine financials, ratings, and qualitative signals into a consistent credit view.
Rent roll & lease abstraction
Standardise tenant names, areas, indexation, and critical clauses from lease packs.
Loan tape validation
Reconcile balances, rates, and identifiers across tapes, systems, and legal docs.
Environmental risk screening
Flag reports, permits, contamination, and capex obligations that affect value or security.
Borrower financial spreading
Normalise P&L, balance sheet, and cash flow lines for trend and covenant analysis.
Collateral & security register
Track charges, guarantees, asset lists, and perfection steps across jurisdictions.
ESG due diligence
Work through ESG questionnaires, ratings, incidents, and improvement plans with traceable sources.
Market report analysis
Distil broker research, sector notes, and macro outlooks into comparable takeaways for the deal team.
GTM & positioning review
Synthesise how the target sells, who it wins against, and how motion, pricing, and packaging show up in decks, CRM, and calls.
Sales funnel & pipeline analysis
Normalise stage, velocity, conversion, and forecast data to stress-test growth assumptions before and after the deal.
Competitive landscape scan
Map peers, substitutes, and win/loss patterns from data rooms, interviews, and public filings for IC-ready comparisons.
Unit economics & cohort review
Pull retention, expansion, and margin drivers from financials and product data to ground payback and LTV narratives.
Data room insights
Turn folders of PDFs and spreadsheets into structured answers, gaps, and follow-up questions.
Lease agreement overview
Abstract key dates, rents, breaks, and tenant obligations across large lease populations.
Credit agreement overview
Map facilities, margins, covenants, and events of default for quick IC and ops reference.
Bank covenant tracking
Compare maintenance tests to certificates and models; flag headroom and key reporting dates before a breach.
Insurance coverage monitoring
Check policies, limits, endorsements, and renewal dates against lender and sponsor requirements.
Bank guarantee checking
Validate amounts, beneficiaries, expiry, and wording against facility and contract terms.
Portfolio monitoring
Roll up KPIs, incidents, and actions across assets for board packs and LP updates.
KYC checking
Align IDs, UBOs, and documentation with policy before onboarding or material changes.
Creditworthiness checks
Combine financials, ratings, and qualitative signals into a consistent credit view.
Rent roll & lease abstraction
Standardise tenant names, areas, indexation, and critical clauses from lease packs.
Loan tape validation
Reconcile balances, rates, and identifiers across tapes, systems, and legal docs.
Environmental risk screening
Flag reports, permits, contamination, and capex obligations that affect value or security.
Borrower financial spreading
Normalise P&L, balance sheet, and cash flow lines for trend and covenant analysis.
Collateral & security register
Track charges, guarantees, asset lists, and perfection steps across jurisdictions.
Integrate agentic AI at the core of your investment processes
We integrate with internal and external data platforms, with user-level access controls so the right people see the right data.
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