Scale your portfolio, not your overhead.

We automate the most time-consuming workflows for private equity and real estate investors.

Source
Unstructured Files
PDFQ3_Business_Plan.pdf
ExcelQ2_Report.xlsx
PowerPointPowerPointData Rooms
xlagent AI
Structuring Data...
Validation
Review
98%
Output
Insights & Reports
Excel.XLSX
PowerPoint.PPTX
PDF.PDF

Seamless integration with your tech stack

Reports and Investment Proposals shouldn't take weeks to prepare.

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Investment Committee

Use cases

Automate the workflows that slow you down

Investment Management

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.
Explore Investment Management Solutions →

Investment Proposal

Slide 3 of 12
Target Company
Nordic Fintech Solutions AB
Enterprise SaaS • Stockholm, Sweden
Investment
€12.5M
Equity %
22.5%
Valuation
€55.6M
MOIC
2.5x
Revenue (LTM)
€18.2M
+34% YoY
EBITDA Margin
18.4%
+520 bps
ARR
€21.8M
+42% YoY
Hold Period
4-6 years
IRR Target
20-25%
Key Highlights
• Market leader in Nordic B2B payments (€2.1B TAM)
• Strong unit economics: 85% gross margin, 120% NRR
• Experienced management team (ex-Klarna, ex-Adyen)
Auto-generated from deal pipeline • Q4 2024

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.

Real Estate

Project Cost Analysis

Project Cost Analysis

Riverside Offices • Q4 2024
Building Improvements€142,450
Structural repairs€87,200
Facade renovation€55,250
HVAC & Mechanical€98,750
HVAC system upgrade€72,400
Boiler replacement€26,350
Electrical€64,320
Wiring & panels€41,800
LED lighting retrofit€22,520
Tenant Improvements€156,880
Unit 3.02 fit-out€98,500
Unit 2.15 renovation€58,380
Technology & Security€43,200
Access control system€28,600
IT infrastructure€14,600
Total Project Cost€505,600
PDF
Excel
Auto-generated • Ready for review

Stop manually categorizing costs in Excel. Get instant CAPEX breakdowns automatically extracted.

Real Estate

Tenancy Schedules

Tenancy Schedule

12 tenants
TenantUnitAreaRent€/m²StartExpiryTermStatus
Nordic Fintech BV3.021,250€185k€148Jan 22Jan 275yActive
Tech Solutions AS2.15980€142k€145Mar 21Mar 265yActive
Digital Agency Ltd1.08720€98k€136Nov 20Nov 255yExpiring
Consulting Group AB4.121,580€225k€142Jun 23Jun 285yActive
Legal Partners BV2.071,120€156k€139Sep 22Sep 275yActive
Marketing Co1.22650€87k€134Feb 21Feb 265yActive
Finance Corp3.15890€128k€144Apr 23Apr 285yActive

Lease Details

Tenant
Nordic Fintech BV
Reg. No: 12345678 • VAT: NL123456789B01
Unit
3.02
1,250 m²
Floor
3rd Floor
Building A
Annual Rent
€185,000
€148/m²
Service Charge
€24,500
€19.60/m²
Deposit
€370,000
2 months
Start Date
15 Jan 2022
Expiry Date
31 Jan 2027
2.3 years remaining
Lease Terms
• Break clause: 6 months notice (after 3 years)
• Indexation: CPI + 1% annually (next: Jan 2025)
• Use: Office / Professional Services
Indexation review due in 3 months. Break clause window opens Jan 2025.

No more outdated spreadsheets. Keep tenancy schedules current with automatic extraction.

Risk Management

Insurance Certificates

Insurance Overview

2 certificates monitored • 1 expiring soon

Project
Riverside Offices
Expiring
Type
Property Damage
Coverage
€2.5M
Premium
€18,500/yr
Expires
12 days
Project
Canal View Retail
Active
Type
Public Liability
Coverage
€5.0M
Premium
€24,200/yr
Renewal
15 Dec 2025

Eliminate manual portfolio monitoring. Get real-time alerts when certificates expire.

Finance

Bank Debt Agreements

Debt Agreement Summary

Riverside Offices • Q4 2024
Facility DetailsActive
Facility TypeTerm Loan
Principal Amount€15,000,000
Interest RateEURIBOR + 2.25%
Repayment Schedule60 months
Monthly Payment€287,500
Outstanding Balance€12,450,000
Next Payment Date15 Jan 2025
Covenants2 Active
LTV RatioMax 65% (Current: 58%)
DSCRMin 1.25x (Current: 1.42x)
Security
MortgageFirst charge on property
GuaranteesCorporate guarantee
Covenant review due in 45 days. Annual financial statements required by 31 Mar 2025.
PDF
Excel
Auto-extracted • Ready for review

Stop searching through PDFs. Instantly extract covenants, repayment schedules, and compliance.

Compliance

ESG Certificates & Reporting

ESG Compliance Report

Riverside Offices • 2024
Environmental
3/3 Valid
BREEAM RatingExcellent
Energy PerformanceA+
Carbon Footprint-15% YoY
Social
2/2 Valid
Health & SafetyISO 45001
Diversity & InclusionCompliant
Governance
1 Review Due
Board CompositionCompliant
Audit CommitteeReview due Q1 2025
Reporting Status2024 Report Ready
PDF
Excel
Auto-generated • Ready for submission

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

Click-to-source Traceability

Instantly link extracted data back to its original location in the source documents for confident review.

Automated Cross-Validation

Automated Cross-Validation

Automatically compare and verify data across multiple documents and systems to identify discrepancies instantly.

Real-time Overview

Real-time Overview

Consolidate extracted data from all documents into a centralized, continuously updated view of your entire portfolio.

Decision-ready Outputs

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.

GDPR
GDPR
Compliant
ISO 27001
ISO 27001
In progress

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.