PILLAR 01 · ORCHESTRATION
Orchestration
Every request goes to the workflow that fits it, in your formats, with the checks and the disclaimers regulated work requires.
THE PRODUCT
Engine and domains, deployed in your Claude Cowork.
A composed system, not a chatbot. The engine handles orchestration, quality, and learning. The domains carry the expertise. Together, they replace the tools your team has been wiring by hand.
THE ENGINE
Orchestration, quality, learning.
What runs underneath every output. Always-on, never in your way.
Quality Agent
Safety Agent
Audit trail
Agents
An agent runs the whole job rather than answering one question at a time. It gathers the inputs, follows the method and produces the document.
PILLAR 03 · DATA INTEGRATION
Data integration
Leopoldo reads the documents and data your team already works with, through your own connections, inside your environment.
Deployed inside your Claude Cowork tenant. Your data never leaves your control. Your Anthropic subscription, your relationship.
Four families of work.
Each domain is purpose-built for a kind of work and kept current. The design phase picks the ones that match how your team actually operates.
Finance Core
The deal execution backbone and investment engine for PE, VC, asset managers, family offices.
Deal Execution
IC memo, LBO model, term sheet, exit planning, closing ops.
Due Diligence
Commercial, tech, regulatory, counterparty, environmental DD.
M&A Advisory
Pitch books, CIM, sell-side, buy-side, post-merger integration.
Investment Research
Macro, sector thesis, thematic research, alternative data.
Portfolio Monitoring
Portco reporting, value creation plans, benchmarking.
Fund Administration
NAV, waterfall, LP onboarding, DDQ, reconciliation.
Investor Reporting
LP letters, capital calls, distribution notices, client reports.
Wealth Structuring
IPS, model portfolio, trust, philanthropy, succession.
Markets & Trading
Backtest, factor model, derivatives, hedging, execution.
Real Estate Investing
RE analysis, M&A, asset management, RE legal workflows.
Deal Execution
IC memo, LBO model, term sheet, exit planning, closing ops.
Due Diligence
Commercial, tech, regulatory, counterparty, environmental DD.
M&A Advisory
Pitch books, CIM, sell-side, buy-side, post-merger integration.
Investment Research
Macro, sector thesis, thematic research, alternative data.
Portfolio Monitoring
Portco reporting, value creation plans, benchmarking.
Fund Administration
NAV, waterfall, LP onboarding, DDQ, reconciliation.
Investor Reporting
LP letters, capital calls, distribution notices, client reports.
Wealth Structuring
IPS, model portfolio, trust, philanthropy, succession.
Markets & Trading
Backtest, factor model, derivatives, hedging, execution.
Real Estate Investing
RE analysis, M&A, asset management, RE legal workflows.
Compliance & Risk
Regulatory radar, AML, and risk frameworks built into every workflow.
Compliance & AML
KYC, sanctions screening, MiFID II, regulatory radar.
Risk Framework
Operational, market, credit, ESG risk management.
ESG & Sustainability Reporting
SFDR, CSRD, EU Taxonomy, double-materiality scoring.
Cybersecurity & DORA
DORA gap analysis, ICT risk register, third-party risk, incident reporting.
Regulatory Reporting
AIFMD Annex IV, MiFIR transactions, EMIR derivatives, FATCA/CRS.
Compliance & AML
KYC, sanctions screening, MiFID II, regulatory radar.
Risk Framework
Operational, market, credit, ESG risk management.
ESG & Sustainability Reporting
SFDR, CSRD, EU Taxonomy, double-materiality scoring.
Cybersecurity & DORA
DORA gap analysis, ICT risk register, third-party risk, incident reporting.
Regulatory Reporting
AIFMD Annex IV, MiFIR transactions, EMIR derivatives, FATCA/CRS.
Legal
Corporate law, contracts, disputes, IP, and legal operations for regulated firms.
Corporate & M&A Legal
SPA, shareholder agreements, restructuring, JV.
Contract Management
Commercial contracts, MSA, licensing, lifecycle.
Dispute Resolution
Arbitration, mediation, litigation, enforcement.
IP / Tech / Data
GDPR, DPA, SaaS, AI regulation, trade secret.
Legal Operations
Outside counsel, matter tracker, legal spend.
Corporate & M&A Legal
SPA, shareholder agreements, restructuring, JV.
Contract Management
Commercial contracts, MSA, licensing, lifecycle.
Dispute Resolution
Arbitration, mediation, litigation, enforcement.
IP / Tech / Data
GDPR, DPA, SaaS, AI regulation, trade secret.
Legal Operations
Outside counsel, matter tracker, legal spend.
Consulting
Strategy advisory, market research, and workshop facilitation.
Strategy Advisory
Strategy frameworks, executive briefing, roadmap.
Market Sizing & Research
Market sizing, competitive intelligence, profiling.
Workshop & Facilitation
Workshop design, interview synthesis, stakeholder mapping.
Strategy Advisory
Strategy frameworks, executive briefing, roadmap.
Market Sizing & Research
Market sizing, competitive intelligence, profiling.
Workshop & Facilitation
Workshop design, interview synthesis, stakeholder mapping.
Mid-market PE fund, composed.
What an engagement can look like. Yours will look different. The mix is decided in the design phase, not before.
ILLUSTRATIVE: MID-MARKET PE FUND
COMPOSEDDeal Execution
COMPOSEDDue Diligence
COMPOSEDPortfolio Monitoring
COMPOSEDInvestor Reporting
NOT IN SCOPEM&A Advisory
NOT IN SCOPEMarkets & Trading
Composed for this fund. The rest stays available and undeployed unless the work calls for it.
Inside every engagement.
The system arrives complete. No hidden parts, no asterisks.
- Orchestration across every domain
- Agents that run a workflow end to end
- Data integration through your own connections
- Disclaimers on regulated output
- Quarterly updates, included for the first year
- The domains your work actually needs
- Custom workflows per domain
- Brand templates configured
- Quality gates calibrated for your governance
- Discovery audit (workflow mapping)
- Composition design
- Claude Cowork tenant deployment
- 2-day team onboarding workshop
- First 30 days priority support
- Regulatory updates pushed automatically
- Quarterly update cycle, included for twelve months
- A dedicated person with your team
- Improvements put in place as you go
- Six or twelve months, renewable
Compliance is engineered into how we deliver.
Trust via methodology and architecture, not via badge wall.
Data sovereignty
Your data stays in your Claude Cowork workspace. We never copy it to our systems. Your Anthropic relationship governs residency.
Audit trail by default
Every output carries a complete decision trail. Every reasoning step traceable for compliance review.
Quality gates
Quality Agent reviews every output for completeness. Safety Agent enforces compliance flags. Bad output never reaches users.
EU-resident infrastructure
Operational systems (licence and audit records) run on Frankfurt servers. No Leopoldo data ever leaves the EU.
TALK TO US
See it composed for your team.
A 30-minute discovery call. We walk through the engine, pick your domains, talk pricing.