Email agents
Stop chasing colleagues for updates and reports, ask AI
Precision AI grounded in your company practices
Agents that work like part of your team
Portfolio overviews
Stop tracking your portfolio metrics manually in Excel
Monitoring
Let AI monitor your portfolio, deadlines and documents
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.
Illustrative use cases
50%
time savings on core workflows
Due diligence & data room analysis
Turn folders of documents into structured findings, flagged risks, and open questions, so your team spends time on judgment, not extraction.
Investment memo & IC preparation
Synthesise data room materials, financials, and management presentations into a structured IC memo or investment proposal, with every claim traceable to its source document.
ESG assessment & monitoring
Work through questionnaires, ratings, incident registers, and improvement plans at acquisition and throughout the hold period, with full audit trails for lenders and regulators.
Lease & contract analysis
Abstract key terms, critical dates, obligations, and risks across large document populations, lease packs, supply contracts, concession agreements, and flag what needs attention before it becomes a problem.
Debt facility & covenant monitoring
Extract structure and terms from financing documents at closing, then continuously track maintenance tests, headroom, and reporting obligations, surfacing issues before they become breaches.
Portfolio monitoring
Maintain a structured view of obligations, risks, and open actions across assets, so nothing slips between reporting cycles and your team always works from a single, current picture.
Quarterly investor & fund reporting
Pull KPIs, financials, and portfolio updates from source documents and draft LP reports, board packs, and regulatory submissions on your reporting cycle, without the manual assembly.
Regulatory & compliance workflows
Run KYC onboarding checks, AIFMD disclosures, SFDR reporting, and other document-driven obligations consistently and completely, with traceable outputs ready for audit.
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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Frequently asked questions
See xlagent in action
Book a demo to discover how xlagent can accelerate your investment workflows with precision and control.