About xlagent

Private Equity and Real Estate Investment Professionals spend significant time on manual, repetitive document work, collecting information from unstructured sources across reports, slide decks, analyses, emails, and contracts, then converting it into actionable outputs like memos, reports, and Excel analyses.

While AI adoption is widespread, most tools are limited to answering questions. Creating consistent investment memos or quarterly reports that align with company data, structure, and style remains out of reach. True integration of AI in these workflows requires deep domain knowledge and company data understanding and integration. Current AI lacks the consistency and accuracy required for production workflows.

Xlagent automates document-based workflows for finance and investment professionals. By combining domain knowledge, AI context engineering, and robust evaluations and guardrails, we deliver the reliability needed to automate critical document workflows at scale.

The result is time savings, faster analysis, transparency in portfolio data rooms, and fewer errors. Finance teams can scale their portfolios without scaling their overhead, focusing on strategic decisions rather than drowning in memo and report drafting.