50%
The AI operating system for private capital
Providing next generation investors with a competitive edge
See it in action
Backed by
Generic AI tools are built for general knowledge work, not for the precision and scale of private capital.
Why generic AI tools often fail to deliver meaningful value in finance
Read the full articleHow generic AI tools fall short
“Every time we ran the same prompt, we got a different answer. You cannot build a process on something that is not repeatable.”
Why finance teams choose xlagent
Unparalleled accuracy
Investment-grade precision powered by a platform built for the complexity of high-finance workflows. Where generic AI chatbots break down, xlagent delivers.
Designed for scale
A context layer that constantly improves over time. Unlimited context across thousands of documents without hitting the walls that constrain other tools.
Agents you can trust
Full transparency and traceability in everything. Every action and decision completely explained, with lightning-fast verification.
White-glove partnership
A dedicated partnership led by ex-finance professionals who understand your workflows firsthand and work alongside you to provide impact from day one.
Move faster with higher conviction
100%
Traceable to the source
Fewer errors
in your analyses
Encode your processes once, run them on demand
Turn repeatable work into automated workflows your agents execute end-to-end.
Pull business data
Gather metrics and updates
Analyze changes
Flag trends, anomalies and risks
Draft review deck
Create summary slides
Send email
Send the review deck to my team
All your data, always within reach
Plug into the tools your team already uses, so everyone works from the full picture.
.svg){kind=icon}
Every insight becomes institutional knowledge
A knowledge base that compounds over time, turning individual work into shared intelligence.
Acme Corp
Vanguard RE
Apex Group
IC Memo
Custom workflows
Automate your core investment and monitoring workflows.
ESG due diligence
Work through ESG questionnaires, ratings, incidents, and improvement plans with traceable sources.
Market report analysis
Distil broker research, sector notes, and macro outlooks into comparable takeaways for the deal team.
GTM & positioning review
Synthesise how the target sells, who it wins against, and how motion, pricing, and packaging show up in decks, CRM, and calls.
Sales funnel & pipeline analysis
Normalise stage, velocity, conversion, and forecast data to stress-test growth assumptions before and after the deal.
Competitive landscape scan
Map peers, substitutes, and win/loss patterns from data rooms, interviews, and public filings for IC-ready comparisons.
Unit economics & cohort review
Pull retention, expansion, and margin drivers from financials and product data to ground payback and LTV narratives.
Data room insights
Turn folders of PDFs and spreadsheets into structured answers, gaps, and follow-up questions.
Lease agreement overview
Abstract key dates, rents, breaks, and tenant obligations across large lease populations.
Credit agreement overview
Map facilities, margins, covenants, and events of default for quick IC and ops reference.
Bank covenant tracking
Compare maintenance tests to certificates and models; flag headroom and key reporting dates before a breach.
Insurance coverage monitoring
Check policies, limits, endorsements, and renewal dates against lender and sponsor requirements.
Bank guarantee checking
Validate amounts, beneficiaries, expiry, and wording against facility and contract terms.
Portfolio monitoring
Roll up KPIs, incidents, and actions across assets for board packs and LP updates.
KYC checking
Align IDs, UBOs, and documentation with policy before onboarding or material changes.
Creditworthiness checks
Combine financials, ratings, and qualitative signals into a consistent credit view.
Rent roll & lease abstraction
Standardise tenant names, areas, indexation, and critical clauses from lease packs.
Loan tape validation
Reconcile balances, rates, and identifiers across tapes, systems, and legal docs.
Environmental risk screening
Flag reports, permits, contamination, and capex obligations that affect value or security.
Borrower financial spreading
Normalise P&L, balance sheet, and cash flow lines for trend and covenant analysis.
Collateral & security register
Track charges, guarantees, asset lists, and perfection steps across jurisdictions.
ESG due diligence
Work through ESG questionnaires, ratings, incidents, and improvement plans with traceable sources.
Market report analysis
Distil broker research, sector notes, and macro outlooks into comparable takeaways for the deal team.
GTM & positioning review
Synthesise how the target sells, who it wins against, and how motion, pricing, and packaging show up in decks, CRM, and calls.
Sales funnel & pipeline analysis
Normalise stage, velocity, conversion, and forecast data to stress-test growth assumptions before and after the deal.
Competitive landscape scan
Map peers, substitutes, and win/loss patterns from data rooms, interviews, and public filings for IC-ready comparisons.
Unit economics & cohort review
Pull retention, expansion, and margin drivers from financials and product data to ground payback and LTV narratives.
Data room insights
Turn folders of PDFs and spreadsheets into structured answers, gaps, and follow-up questions.
Lease agreement overview
Abstract key dates, rents, breaks, and tenant obligations across large lease populations.
Credit agreement overview
Map facilities, margins, covenants, and events of default for quick IC and ops reference.
Bank covenant tracking
Compare maintenance tests to certificates and models; flag headroom and key reporting dates before a breach.
Insurance coverage monitoring
Check policies, limits, endorsements, and renewal dates against lender and sponsor requirements.
Bank guarantee checking
Validate amounts, beneficiaries, expiry, and wording against facility and contract terms.
Portfolio monitoring
Roll up KPIs, incidents, and actions across assets for board packs and LP updates.
KYC checking
Align IDs, UBOs, and documentation with policy before onboarding or material changes.
Creditworthiness checks
Combine financials, ratings, and qualitative signals into a consistent credit view.
Rent roll & lease abstraction
Standardise tenant names, areas, indexation, and critical clauses from lease packs.
Loan tape validation
Reconcile balances, rates, and identifiers across tapes, systems, and legal docs.
Environmental risk screening
Flag reports, permits, contamination, and capex obligations that affect value or security.
Borrower financial spreading
Normalise P&L, balance sheet, and cash flow lines for trend and covenant analysis.
Collateral & security register
Track charges, guarantees, asset lists, and perfection steps across jurisdictions.
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
Compliant
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).
See xlagent in action
Book a demo with our us to discover how xlagent can accelerate your investment work.
Supported by leading innovation programs
KBC Start it: Xlagent joined the Spring 2026 Cohort of Start it @KBC, the largest accelerator in Europe. They offer coaching, several partner benefits and access to the Global Accelerator Network.
imec: Xlagent joined the Imec.istart launch program in fall 2025 where they got coaching and mentorship from experts in the fields, to accelerate the road to a production-ready product.
