PILLAR 01 · ROUTING
Orchestrator agents
A senior partner-style routing system. Each request goes to the right specialist agent. Self-corrects on user feedback.
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
Quality gates
Quality Agent reviews completeness. Safety Agent enforces compliance flags. Audit trail on every output. Bad output never reaches users.
PILLAR 03 · ADAPTATION
Native learning
The system learns how your team writes, decides, and reviews. Weekly evolution cycle keeps it sharper, never noisier.
Deployed inside your Claude Cowork tenant. Your data never leaves your control. Your Anthropic subscription, your relationship.
Twenty-three domains. Four families.
Four families. Twenty-three domains. Each domain is purpose-built and continuously maintained. Pick the ones that match your workflow.
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. Four boxes composed.
What an actual engagement looks like. Yours will look different. We compose 3-7 boxes per engagement, calibrated in the discovery call.
EXAMPLE FOR A €500M-1B PE FUND
COMPOSEDDeal Execution
COMPOSEDDue Diligence
COMPOSEDPortfolio Monitoring
COMPOSEDInvestor Reporting
NOT IN SCOPEM&A Advisory
NOT IN SCOPEMarkets & Trading
4 boxes composed for this fund. 2 available but not deployed unless workflow requires them.
Inside every engagement.
The system arrives complete. No hidden parts, no asterisks.
- Orchestrator agents
- Quality Agent + Safety Agent
- Native learning (per team)
- Audit trail on every output
- Continuous monitoring
- Domain skills (from 23-domain catalog)
- 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
- Weekly evolution cycle
- Priority email + Slack support
- Quarterly Business Review (10+ seats)
- Performance metrics tracked quarterly
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 (license, audit, telemetry) 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.