Agentic WorkforceBuilt for you.
AI coworkers you can brief, question and work with every day.
Team experience atAnthropicBarclaysAWSDeloitte
CLIENT CASE
PRIVATE INVESTMENT OFFICE
A working deployment.
One client deployment, supporting recurring research and listed-security monitoring.
- ACTIVE WORKFLOWS
- 50
- SECURITIES TRACKED DAILY
- 100+
WORK YOU CAN DELEGATE
Your mandate.
A workforce to match.
From the morning brief to the next investment committee meeting. Choose the work your office needs.
01 / MONITORKnow what changed.
See why it matters.
Portfolio alerts · daily market briefs
See why it matters.
Follow holdings, watchlists, filings and company announcements. Surface changes against the questions your investment team is tracking.
- Your team sets
- The securities, sources, alert criteria and reporting cadence.
- Your team receives
- A brief of relevant developments with links to the source material.
02 / ANALYZECompare opportunities.
Prepare the evidence.
Company comparisons · investment memo drafts
Prepare the evidence.
Compare companies, review financial disclosures and assemble research for your investment committee. Bring the evidence into your existing templates.
- Your team sets
- The investment question, assumptions and comparison criteria.
- Your team receives
- A draft memo or comparison with sources, assumptions and open questions for review.
03 / COOPERATEBrief it like a colleague.
Keep the work moving.
Meeting briefs · internal follow-up drafts
Keep the work moving.
Ask questions, delegate tasks and refine the output in everyday language. Prepare meeting packs, summarize documents and draft follow-ups using the material your team provides.
- Your team sets
- The task, relevant documents and who reviews the result.
- Your team receives
- A meeting brief, document summary or follow-up draft ready for review.
04 / DEVELOPBuild the tools
your office is missing.
Research dashboards · data connectors
your office is missing.
Turn a recurring spreadsheet task or manual data handoff into a purpose-built internal tool. Adelie engineers guide development and review changes before release.
- Your team sets
- The use case, systems, access requirements and acceptance criteria.
- Your team receives
- An internal tool or integration, tested against the agreed workflow before deployment.
These are starting points. Each worker is built around your office’s processes, tools and standards.
AGENTIC WORKFORCE
You direct the work.
We run the workforce.
From the first workflow to day-to-day operation, Adelie builds, maintains and adapts the workforce.
- Your environment, defined before we build.
- We agree the systems to connect, where the workforce runs and which data it can access before implementation.
- A clear mandate for every worker.
- Your office sets the permitted actions and approval points. We shape the workflow around those boundaries.
- Investment judgment stays with you.
- The workforce prepares research and proposed updates. Your team reviews the evidence and makes the decisions.