ALF · Agentic AI
Meet ALFyour firm’s agentic AI
ALF works across FinBursa 360 to research, analyse and execute across your firm’s relationships, deals, documents and campaigns, using the shared context and permissions available to each user.
Agentic AI operating across your front office.
ALF orchestrates specialized agents.
Relationship, Deal, Fundraising and VDR Agents work together across FinBursa 360 using the context and permissions available to each user.
In Investment CRM Understand relationship history, engagement, ownership, investment fit and warm introduction paths across your network.
In Deal Management Assess deals in context, track open items and next actions, surface key risks and apply your firm’s investment frameworks throughout the transaction.
In Fundraising Match investors or buyers, track pipeline progression, identify next actions and flag risks across a raise or asset sale.
Across VDRs & Documents Read, extract, compare and reconcile information across documents, answer questions against their contents and surface inconsistencies with references to the underlying sources.
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 screening criteria, diligence methods, investment frameworks and output templates into reusable AI skills for your agents.
Create skills for the work your process requires: screening, market analysis, commercial or legal due diligence, risk assessment, preliminary recommendations or IC memo preparation.
Define questions, metrics, asset-class logic, output sections, writing style, templates and branding.
Call a skill from the relevant deal, company or campaign. Agents execute it using the context available to the user and produce the required output.
Embedded across FinBursa 360.
ALF works across the shared data model and permissions of FinBursa 360, bringing relevant intelligence into each workflow.
Deal Management
Assess deals, track key information and apply firm-defined investment frameworks throughout the transaction.
Deal intelligence
Investment CRM
Surface relationship history, engagement gaps, investment fit and network connections.
Relationship intelligence
Fundraising
Match investors and buyers, analyse the pipeline, track next actions and identify execution risks.
Fundraising intelligence
VDR
Analyse document contents and connect access, NDA status and engagement activity to the wider relationship and transaction context.
Document intelligence
Listing
Surface opportunities from the FinBursa Access network against your firm’s mandate, strategy and active pipeline.
Opportunity matching
See ALFin action.
- Shared context across relationships, deals, documents and fundraising
- Specialized agents working across your front-office workflows
- Proactive intelligence connected to active deals and relationships
- Skills configured around your firm’s playbooks