ALF · Agentic AI
Agentic AI forprivate markets
ALF is FinBursa’s operating intelligence, working across relationships, transactions, documents, communications and campaigns to research, analyze and execute using the context and permissions available to each user.
Agentic AI operating across your front office
ALF combines permissioned context, specialized agents and your firm’s playbooks across FinBursa 360.
Work from the context your firm already has
ALF brings together the information available to each user across FinBursa 360 so research, analysis and execution remain connected to the work already happening across the firm.
Work across CRM records, relationships, companies, deals, fundraising campaigns, listings, documents, tasks and activity maintained across FinBursa 360.
Use relevant Outlook emails, calendar events and meeting notes connected to the relationship, deal or campaign being worked on.
ALF only works with information the user is permitted to access, preserving the same context and access boundaries applied across FinBursa 360.
Specialized agents across FinBursa 360
Agents operate within the workflows they support while drawing on relevant context from across the platform.
In Investment CRM Understand relationship history, communications, engagement, ownership, investment fit and network connections across your firm.
In Deal Management Research markets and companies, analyze diligence materials, support financial modeling, identify issues and prepare deal outputs using your firm’s methodology.
In Fundraising Understand investor and buyer context, identify relevant participants, analyze campaign progression and surface priorities across fundraising and asset-sale workflows.
Across VDRs & Documents Analyze and compare documents, answer questions against their contents, extract information and surface inconsistencies with references to the underlying sources.
Across markets, companies and your network Monitor external developments and connect relevant signals to the relationships, transactions and campaigns already active in FinBursa 360.
Proactive intelligence across your market and network
The Research Agent monitors relevant companies, industries, markets and economic developments and connects them to the relationships, deals and campaigns already active in FinBursa 360.
Track sector activity, transaction trends and market developments that can affect valuations, deal flow and investor appetite.
Monitor economic developments, interest rates, currencies and other market signals that can influence transactions, fundraising and portfolio performance.
Surface commercial events, strategic announcements and relevant changes across portfolio companies, prospects and counterparties.
Every Agent runs your playbook
Turn your firm’s methodologies, criteria, workflows and output requirements into reusable AI skills that Agents can execute in context.
Create skills for repeatable work such as screening, market research, commercial or legal due diligence, risk assessment, financial modeling, investment memo preparation and reporting.
Define the questions, metrics, asset-class logic, assumptions, templates, writing style, output sections and branding each skill should follow.
Run a skill from the relevant deal, company, relationship or campaign. ALF uses the context available to the user and prepares the required output for review.
Operating intelligence across the front office
ALF works across the shared context and permissions of FinBursa 360, bringing intelligence and execution into the workflows where the work already happens.
Investment CRM
Work from relationship history, communications, engagement, network context and connected deal or campaign activity.
Relationship Intelligence
Deal Management
Support research, diligence analysis, financial modeling, relationship context and deal-specific outputs throughout execution.
Deal Intelligence
Fundraising
Work across investor and buyer context, campaign activity and pipeline progression to support matching, analysis and next actions.
Campaign Intelligence
Virtual Data Room
Analyze and compare documents, answer questions, identify inconsistencies and work from document, access and engagement context.
Document Intelligence
Listing
Work from opportunity, audience and engagement context to support opportunity preparation, distribution and follow-up.
Distribution Intelligence
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Put operating intelligence across your front office
- Connected context across relationships, transactions, documents, communications and campaigns
- Specialized agents operating within FinBursa 360 workflows
- Proactive research connected to active relationships, transactions and campaigns
- Configurable skills built around your firm’s methodologies and outputs
- Permissioned access aligned with each user’s FinBursa 360 environment