The private agent cloud for regulated firms.
Agents that do your firm's work, and Ark for every partner who wins it. Built from your experts' judgment and owned by the firm.
Welcome back, Roland
The agent read the first data room sync and missed 14 files the seller re-uploaded, citing superseded financials.
The agent put FY and calendar-year revenue in one table, then corrected it only after the associate flagged the gap.
The agent searched Datasite without a project ID, causing validation errors before recovering it from the deal folder.
The next AI breakout will come from a services firm.
Read our manifestoTwo products built on the same private agent cloud.
The work, done to your firm's standard.
Your specialists know which questions to ask, which exceptions matter, and what a good outcome looks like. Introspection turns that judgment into agents that do the work and improve from experience.
Data Room to CIM
From data room to first-draft CIM: read every document, build the financial summary and the equity story in your house style, and cite each claim to the page for the deal team's review.
Credit Agreement Review
Covenants, baskets and EBITDA definitions compared across every agreement in the book, each term cited to its section and every deviation from your standard terms flagged for the deal team.
Due Diligence Review
Clause by clause across the data room: change of control, assignment, exclusivity and termination in one grid, every finding cited to the page, then the first draft of the diligence report.
Partners' attention, on what wins business.
Ark watches the people, markets and deals that matter to a partner, and brings only what they'd hate to miss, with the work ready for their call.
Dana Reyes just joined Harbor’s board.
You worked the Beacon refinancing with her. A note is in your Drafts.
Beacon just missed a coupon.
Its lenders will pick advisers fast, and three of them know you. Call them today.
Kline’s lender list is due at 5.
It’s drafted, with your reply to Mark. Send when you’re ready.
Private by default, owned by the firm.
Your data stays in your cloud and never trains anyone else's model. Every agent works under your firm's identity, records and approvals.
Your cloud or on-prem.
Deploy the whole stack in your own cloud or on your own servers, with keys you hold. Your data never leaves.
No passwords in the agent.
Each agent gets only the access its work needs. Credentials are swapped in at the gateway, so the agent never sees one.
Every action on the record.
Conversations, tool calls, costs and approvals, by agent, team and client.
Approval before it leaves.
Nothing client-facing goes out without a person's yes.