Scale your portfolio, not your overhead.
We automate the most time-consuming workflows for private equity and real estate investors.
Q3_Business_Plan.pdf
Q2_Report.xlsx
Data Rooms.XLSX
.PPTX.PDFSeamless integration with your tech stack
Reports and Investment Proposals shouldn't take weeks to prepare.
Use cases
Automate the workflows that slow you down
Investment Proposal Creation
Automatically generate professional investment proposals and slide memos from your deal data. Transform complex financial information into presentation-ready decks.
- Generate comprehensive slide decks in minutes, not hours.
- Ensure consistency across all investment proposals.
Investment Proposal
Active Portfolio Monitoring
Your Dataroom is a Black Box
Documents go in, but insights don't come out. Transform your static file dump into an active intelligence platform.
Project Cost Analysis
Project Cost Analysis
Stop manually categorizing costs in Excel. Get instant CAPEX breakdowns automatically extracted.
Tenancy Schedules
Tenancy Schedule
| Tenant | Unit | Area | Rent | €/m² | Start | Expiry | Term | Status |
|---|---|---|---|---|---|---|---|---|
| Nordic Fintech BV | 3.02 | 1,250 | €185k | €148 | Jan 22 | Jan 27 | 5y | Active |
| Tech Solutions AS | 2.15 | 980 | €142k | €145 | Mar 21 | Mar 26 | 5y | Active |
| Digital Agency Ltd | 1.08 | 720 | €98k | €136 | Nov 20 | Nov 25 | 5y | Expiring |
| Consulting Group AB | 4.12 | 1,580 | €225k | €142 | Jun 23 | Jun 28 | 5y | Active |
| Legal Partners BV | 2.07 | 1,120 | €156k | €139 | Sep 22 | Sep 27 | 5y | Active |
| Marketing Co | 1.22 | 650 | €87k | €134 | Feb 21 | Feb 26 | 5y | Active |
| Finance Corp | 3.15 | 890 | €128k | €144 | Apr 23 | Apr 28 | 5y | Active |
Lease Details
No more outdated spreadsheets. Keep tenancy schedules current with automatic extraction.
Insurance Certificates
Insurance Overview
2 certificates monitored • 1 expiring soon
Eliminate manual portfolio monitoring. Get real-time alerts when certificates expire.
Bank Debt Agreements
Debt Agreement Summary
Stop searching through PDFs. Instantly extract covenants, repayment schedules, and compliance.
ESG Certificates & Reporting
ESG Compliance Report
Replace manual ESG tracking. Generate compliance reports in minutes, not days.
Product
Built for efficiency and precision
From manual data entry to strategic oversight. We handle the unstructured data so you can focus on the deal.
Click-to-source Traceability
Instantly link extracted data back to its original location in the source documents for confident review.
Automated Cross-Validation
Automatically compare and verify data across multiple documents and systems to identify discrepancies instantly.
Real-time Overview
Consolidate extracted data from all documents into a centralized, continuously updated view of your entire portfolio.
Decision-ready Outputs
Generate standardized reports, presentations and datasets for faster analysis and decision-making.
Security
Enterprise-grade security you can trust
Your data security is our top priority. We've built xlagent with the most rigorous security standards in mind.
No Training on Your Data
By default, your data is not used for training AI models by us or third-party AI providers.
EU Data Residency
Data remains within the EU, compliant with EU data residency requirements.
Data Isolation
Your data stays in an isolated environment with the option to deploy in your own cloud.
Strict Access Control
Zero-trust, least-privilege access model with granular role-based controls.
Data Visibility and Control
Full control and complete visibility over what company data is retained.
Encrypted Everywhere
Your data is encrypted both in transit (AES-256) and at rest (TLS 1.2/1.3).
FAQ
Frequently asked questions
Ready to automate your repetitive work?
Let's schedule a call to discuss your needs.