With your permission, our agents have the tools to get the job done.
Deal Agent + Capital Agent
Automated history onboarding, gap analysis, and data sharing.
Capital Agent
Automated company processes, signing flows, and decision support.
Deal Agent + Capital Agent
Ingest, sort, and summarize your company's historical documents. Identify the documents that are missing and may be needed for a raise or an exit. Build a searchable source-of-truth you can rely on.
Capital Agent
Builds your cap table from first principles using your document history and reconciles it against your latest spreadsheet. Identifies the differences and errors, and prompts to track down the missing documents. Posts authorized cap table transactions to the Tallystone ledger linked to their source documents.
Capital Agent
Capital Agent can set your board meeting cadence, issue meeting notices, and prompt people for board package input. Allow Capital Agent to update the board portal data room with final documents, consents and supporting docs.
Capital Agent
Capital Agent draws on the source-of-truth records to guide your steps. If you are contemplating a capital raise event, Capital Agent will suggest and build a workflow to start the process, obtain authorizations and even pull-together an investor-ready deal room.
Capital Agent
Ask Capital Agent to read your source-of-truth document history and summarize the key risks relevant to the context you provide. Then ask it to plan, build and execute a workflow to fill the gaps.
Capital Agent
Capital Agent will create and manage structured workflows such as key contract executions, employee IP assignments and capital raise processes. Supporting documents can be requested from third parties as part of the workflow. Capital Agent will automatically follow up people involved in signing or requests and let you know the status.
Deal Agent + Capital Agent
Signal trust and competence in your deal preparations with a data room built for purpose, and tested for gaps before it goes live. Deal Agent draws on your verified records to build, test and share to your specification, saving you days of work, both on the build and the updating required over time.
Deal Agent + Capital Agent
Deal Agent spares your team from Q&A distractions, answering the bulk of simple questions like finding documents and searching text for answers. If Deal Agent can't find the answers it won't guess or give opinions; it will escalate the question to the administrator for follow-up.
Deal Agent + Capital Agent
Rapidly determine the engagement focus and intent of your data room viewers. Deal Agent knows when people are accessing folders and viewing documents and can analyze the access logs to report on user engagement time, focus areas and intent over time.
Deal Agent + Capital Agent
Deal Agent can review your data rooms and stress-test the content as an investor, lawyer, accountant or any other persona that suits your need. Stress-testing will surface any structural or content gaps, suggest additions and changes, and rate the suitability of your data room for the task.