Specialised agents that compose, not chat.
Agents trigger each other across the workflow on the same shared record. Origination calls due diligence, due diligence calls portfolio monitoring, the IC memo writes itself from the trail.
THE PRODUCT
Engine and domains, deployed in your Cowork.
The Leopoldo framework: orchestrator agents, quality gates, native learning. Composed from a 23-domain catalog. Maintained continuously.
The framework, not the prompt.
Three components run inside your Cowork workspace. They handle the orchestration, the quality control, and the learning. The domains plug in on top.
Risky outputs blocked before they reach humans.
Three quality gates run on every output: factual consistency, regulatory freshness, structural integrity. Nothing leaves the system without passing them.
The system learns how your team works.
Voice, structure, review patterns, sign-off rules. The system observes corrections and compounds your house standard. Your IP stays inside your tenant.
Twenty-three domains. Four families.
The full catalog. We compose four to seven domains per engagement based on the workflow assessment. Custom domains added on request.
Finance Core· 10
Investment, deals, funds, advisory, markets.
Investment Core
Thesis, screening, IC memos.
Deal Execution
From IOI to close. Auditable.
Due Diligence
Live register, severity flagged.
Portfolio Monitoring
KPI variance, weekly.
Fund Operations
NAV, capital calls, distributions.
Investor Reporting
Audit-ready, same voice.
Advisory Desk
M&A pitch and execution.
Markets Research
Daily macro, sector signal.
Wealth Structuring
Holding design, succession.
Philanthropy
Grant lifecycle, impact.
Investment Core
Thesis, screening, IC memos.
Deal Execution
From IOI to close. Auditable.
Due Diligence
Live register, severity flagged.
Portfolio Monitoring
KPI variance, weekly.
Fund Operations
NAV, capital calls, distributions.
Investor Reporting
Audit-ready, same voice.
Advisory Desk
M&A pitch and execution.
Markets Research
Daily macro, sector signal.
Wealth Structuring
Holding design, succession.
Philanthropy
Grant lifecycle, impact.
Compliance & Risk· 5
Compliance, risk, ESG, cyber, regulatory reporting.
AML & KYC
Screening, risk scoring.
Operational Risk
Register, monitoring, response.
ESG & Sustainability Reporting
SFDR, CSRD aligned.
Cybersecurity & DORA
ICT risk, third-party register.
Regulatory Reporting
MiFIR, EMIR, AIFMD packets.
AML & KYC
Screening, risk scoring.
Operational Risk
Register, monitoring, response.
ESG & Sustainability Reporting
SFDR, CSRD aligned.
Cybersecurity & DORA
ICT risk, third-party register.
Regulatory Reporting
MiFIR, EMIR, AIFMD packets.
Legal· 5
Contracts, corporate counsel, dispute, M&A legal.
Contracts
NDA to SPA. Redlined.
Corporate Counsel
Boards, governance, filings.
Dispute Resolution
Claims, evidence, settlement.
M&A Legal
From term sheet to closing.
Legal Operations
Matter tracking, panel, KPIs.
Contracts
NDA to SPA. Redlined.
Corporate Counsel
Boards, governance, filings.
Dispute Resolution
Claims, evidence, settlement.
M&A Legal
From term sheet to closing.
Legal Operations
Matter tracking, panel, KPIs.
Consulting· 3
Senior consultancy, intelligence, marketing.
Senior Consulting
Strategy, market sizing, ops.
Competitive Intelligence
Battlecards, value space, win-loss.
Marketing & GTM
Positioning, content, demand.
Senior Consulting
Strategy, market sizing, ops.
Competitive Intelligence
Battlecards, value space, win-loss.
Marketing & GTM
Positioning, content, demand.
Built for a Mid-Market PE Fund.
An example composition: four domains in scope, two left out. Composition that matches how a mid-market PE team actually works. Yours will be different.
COMPOSEDDeal Execution
COMPOSEDDue Diligence
COMPOSEDInvestor Reporting
COMPOSEDPortfolio Monitoring
OUT OF SCOPEWealth Structuring
OUT OF SCOPEETF Operations
One engagement. Four layers.
The Engine
Orchestrator agents, quality gates, audit trail, native learning. Updated continuously by Leopoldo.
Your Domains
Composed from a 23-domain catalog. Mid-market PE typically gets 4 to 7 domains. Custom domains on request.
Deployment
We deploy inside your Cowork workspace. Workflow assessment, configuration, training. Two to four weeks to first production output.
Maintenance
Continuous monitoring, regulatory updates, monthly evolution cycle, senior on-call for any model or regulatory shift.
Compliance is the default.
Trust through mechanism, not badges. Every engagement carries data sovereignty, audit trail, quality gates, and EU residency.
Data sovereignty
Deploys inside your Cowork workspace. Your data never leaves your control. Your tenant, your boundary.
Audit trail
Every output is traceable. Inputs, sources, agents involved, gates passed. Immutable and exportable.
Quality gates
Factual consistency, regulatory freshness, structural integrity. Three gates, every output, no exceptions.
EU residency
Servers and backups in Frankfurt. Human-in-the-loop on sensitive actions. By design, not by request.
TALK TO US
See it composed for your team.
30-minute discovery call. Pricing and scope discussed there.