ACCELERATE YOUR WORKFLOW WITH CUSTOM WORKFLOW AI AGENTS

Process 250x more data, cut costs by 90%, triple your teams’ productivity

Deal Sourcing & Target IdentificationRapidly surface acquisition targets that match defined criteria. Evaluate alignment with the investment thesis using structured and unstructured data. Visualize competitive landscape and peer benchmarking.
Due Diligence AccelerationCondense DD documents (e.g., CDD, FDD, TDD) into IC-ready presentations. Extract red flags, upside drivers, and strategic signals from the data room. Data Room Intelligence – Analyze document sets to validate assumptions and flag inconsistencies.
Portfolio Value CreationUse outputs from diligence to inform operational playbooks. Identify benchmarks and efficiencies across portfolio companies. Enable repeatable value capture across the plat form.

Bloomberg Invest

Powered by advanced large language models, AI agents can autonomously gather information, use tools, access datasets, and write code on your behalf. You can even create your own AI agent with access to private data and tools to enhance your specific workflows.

Attached are all relevant client documents and internal policies. Based on this information, generate a PDF report evaluating whether this is a sound business decision. Provide a clear recommendation with justification.
[Company X] Data Pack Upload your data
Commercial Due Dilgence.pdf
FDD and Tax DD.pdf
CDD Questions.xlsx
TDD and MDD.pdf
Bidder QA_FDD.xlsx
Financial Analysis.csv
Market Research Report.pdf
Exit Strategy Document.docx
Stakeholder Feedback.xlsx
Valuation (4.04).pdf
PE DD agent Assigns to best MAGIC agent for task
MAGIC Processing
IC Document

The results are in

The findings are summarized in a clear report, complete with text, statistics, graphs, and any necessary code.

[Company X] PDF Report Output — Executive Summary

Executive SummaryAfter a comprehensive review of the submitted client documentation and internal policy guidelines, this report assesses the viability of approving the proposed custom software development project for Client X.
Project OverviewProposal: End-to-end custom development of a logistics platform Timeline: 90 days Budget: $450,000 Scope: Web application, mobile interface, API integrations with 3 third-party services
Assessment CriteriaStrategic Fit: Partial. Aligns with logistics goals, but tech stack deviates from standard—adds risk and onboarding overhead. Resources: Limited. Teams at 85% capacity; deadline needs OT or temp hires. Financial Risk: Moderate. High-margin, but client has history of late payments and scope creep. Policy Compliance: Mostly compliant. Timeline violates lead-time policy by 2 weeks. Legal: Contract missing penalties for late delivery and non-payment.
RecommendationDo Not Approve As-Is. Proceed only if: 30-day deadline extension is secured 50% upfront and milestone billing are agreed Penalties for late payment and scope creep are included Client uses standard tech stack or pays 15% overhead for deviation
ConclusionThe project is financially attractive but operationally risky under current terms. With renegotiated conditions and proper risk mitigation, it could become a high-value opportunity. Without changes, it exposes the business to delivery failure and margin erosion.
Download as reportPDF Download link here or state other format