The most advanced Agentic Platform for institutional finance

Create, configure and deploy autonomous ReAct agents that reason, call tools, search the web in real-time, and generate institutional-grade outputs — purpose-built for VC/PE, M&A, equity research and macro strategy teams.

200+MCP Tools
28Templates
16Core Features
5Parallel Sub-Agents
3AI Providers

Beyond chatbots.
True agentic reasoning.

Unlike simple prompt/response models, AlphaVault agents implement a full ReAct loop — Reason, Act, Observe — autonomously chaining tools until they reach a grounded, sourced answer.

Reason
Select Tool
Execute
Observe
Final Answer

16 institutional-grade capabilities.
All in one platform.

Every layer of intelligence, control and orchestration your team needs — built-in, not bolted on.

Claude Gemini OpenAI

Agent Builder

8-section configuration: identity, system prompt, tools, capabilities, AI settings, guardrails, custom fields and team sharing.

Deep Web Search

Real-time Google Search via Gemini Grounding, injected directly into agent context with full source citations.

3-Tier Memory

Working, Episodic (90-day) and Semantic (permanent) memory — agents remember deal history across sessions.

Knowledge Graph

Living graph of companies, funds, deals and people with Graph-RAG context injection for precise recall.

Code Sandbox

In-browser Python (Pyodide), JavaScript and SQL execution — Monte Carlo, DCF, Black-Scholes, VaR templates included.

Document Generation

IC Memos, CIM Summaries, Term Sheets and LP Reports — auto-filled from agent analysis, exported to PDF/DOCX/XLSX.

HITL Oversight

Supervised, Assisted or Autonomous autonomy levels with real-time approve/modify/skip controls.

Compliance Guardrails

MiFID II and SEC Safe Harbor presets — automatic disclaimers, PII redaction and keyword blocklists.

Time-Travel Debug

Rewind, branch and run what-if scenarios on any step of an agent's reasoning — git for agent execution.

Agent Spawning

Lead agents delegate to up to 5 specialized sub-agents in parallel, sequential or conditional execution modes.

Swarm Canvas

Drag-and-drop pipeline editor — connect Agent, Tool, Condition, HITL, Parallel and Merge nodes visually.

A2A Protocol

Connect agents to external platforms or other AlphaVault agents via the 2025 Agent-to-Agent standard.

Voice Interface

Hands-free speech-to-text input and text-to-speech output — zero external dependencies, browser-native.

Testing Studio

Unit tests, regression suites, A/B comparison and 18 finance-specific adversarial red-team probes.

Agent Analytics

Live dashboards — sessions, tool calls, token distribution, latency and AI-generated usage insights.

Skills Library

Reusable prompt, code and tool-chain patterns auto-extracted from your highest-scoring agent runs.

Self-Learning
Scroll for more

200+ tools.
26 categories. Zero setup.

Every agent can autonomously call any combination of these tools via the ReAct loop — from live technical indicators to SEC filings, CRM pipelines, deal rooms, LP portals, cap tables and secondary market data. No integration, no API keys to manage.

Market Intelligence

Technical Analysis 10

RSI, MACD, ADX, Bollinger, Ichimoku, divergence detection, market regime and AI multi-horizon recommendations.

Market Intelligence

News Intelligence 5

Real-time financial news search, company-specific news, market sentiment and topic-based filtering.

Market Intelligence

Forex Analysis 6

Live rates, pair analysis, AI BUY/SELL recommendations, Fibonacci and Pivot Point calculations.

Market Intelligence

Trending Topics 4

Fear & Greed index, trending companies detection and risk/opportunity identification from news flow.

SEC Filings

Financial Reports (10-K) 10

Full annual statements, ratios, advanced metrics (ROIC, Altman Z-Score), valuation multiples and AI recommendations.

SEC Filings

Quarterly Reports (10-Q) 11

Quarterly P&L, QoQ/YoY comparisons, TTM metrics and quarterly earnings beat/miss analysis.

Deal Management

Deal Room 6

Documents, Q&A threads, notes, checklist tracking, access management and engagement stats.

Deal Management

CRM 8

Contacts, accounts, deal pipeline, LP prospects, portfolio tracking, interactions and cross-collection search.

Deal Management

Cap Table 5

Shareholder registries, funding rounds, 409A valuations and exit waterfall scenario modeling.

Deal Management

Investment Memo 4

Memo retrieval, comment threads and sharing/collaboration metadata for IC documentation.

LP Relations

LP Portal 7

Funds, investors, capital calls, distributions, portfolio companies, NAV history and notifications.

LP Relations

Secondary Market 5

Listings, transactions, positions, pricing data and GP consent tracking for secondary transactions.

LP Relations

Founders Portal 5

Founder-GP messaging, resource libraries, deal submissions and KPI request tracking.

Collaboration

AV Teams 4

Meeting lists, meeting details, notifications and call history for team collaboration tracking.

Collaboration

Community 4

Channel activity, post search, community engagement and follow network analysis.

Platform

Drive Management 4

Create financial models and presentations directly in AlphaVault Drive, list and search files.

Platform

User Data 10

Profile, conversations, posts, code projects, Drive files, activity feed and cross-content search.

Platform

Claude Gemini OpenAI Custom Agents 4

Agent inventory, conversation history, team agent access and knowledge base retrieval.

Platform

Enterprise 3

Enterprise settings, member management and invite tracking for team administrators.

Platform

User Extended 4

Institution favorites, business plans, referral tracking and API usage statistics.

Integrations

Microsoft Microsoft 365 17

Outlook emails, Teams meetings, Calendar events and OneDrive files — full read/write access via Microsoft Graph.

Integrations

Slack Slack 5

Send and read messages, search conversation history, list channels and users across your workspace.

Integrations

Google Workspace Google Workspace 6

Gmail, Calendar, Drive and Sheets — read, send and schedule directly from any agent conversation.

Integrations

Zapier Zapier 2

List and trigger thousands of external Zaps connected to AlphaVault — no-code workflow orchestration.

Integrations

Notion Notion 4

Search, create and query Notion pages and databases directly from your ReAct agents.

Integrations

HubSpot HubSpot 6

Manages HubSpot contacts, deals, companies and tickets — tracks pipeline stages automatically.

Integrations

Salesforce Salesforce 6

Reads and updates Salesforce leads, contacts, accounts, opportunities and tasks — pipeline forecasting included.

Integrations

Oracle Oracle 5

Queries Oracle business records — customers, invoices, sales orders — via direct record lookups and SuiteQL.

Scroll for more

28 institutional templates.
One click to deploy.

From VC deal screening to LP fundraising intelligence — fully configurable after deployment.

Template Category Purpose
VC Deal Screener VC / PE Screens startup deals on market size, team quality and financial projections.
PE Portfolio Monitor VC / PE Tracks portfolio KPIs from uploaded reports and generates LP-ready summaries.
LP Fundraising Intelligence VC / PE Profiles LPs, tracks fundraising trends and prepares GP pitch materials.
Due Diligence Analyst VC / PE Automates financial, commercial and operational DD from uploaded VDR documents.
Valuation Engine VC / PE Full valuation via DCF, comparable companies, precedent transactions and LBO modeling.
Exit Strategy Advisor VC / PE Analyzes optimal exit routes — strategic sale, secondary buyout, IPO or recap.
CRM & Deal Flow Manager VC / PE Manages deal pipeline, contacts, LP prospects and portfolio monitoring from Firestore.
M&A Target Scanner M&A Identifies and ranks acquisition targets by strategic fit and valuation.
Synergy & Integration Analyst M&A Models cost/revenue synergies and tracks 100-day integration plan progress.
Fairness Opinion Analyst M&A Prepares financial analysis supporting board-level fairness opinions.
Macro Intelligence Officer Macro Monetary policy, geopolitics, credit cycles and global market regime analysis.
Sector Rotation Strategist Macro Analyzes relative strength and flow data to generate sector allocation calls.
Equity Research Analyst Equity Institutional-grade research reports with DCF, comps and earnings coverage.
Earnings Intelligence Agent Equity Tracks earnings calendar, previews results and analyzes beats/misses vs consensus.
Portfolio Risk Manager Risk VaR, factor exposure, concentration risk and stress testing across portfolios.
Quantitative Alpha Researcher Quant Develops and back-tests trading signals using technical and factor models.
Investor Relations Analyst IR Prepares earnings scripts, investor decks, shareholder letters and Q&A prep.
LP Management Suite IR End-to-end LP relations: capital calls, distributions, NAV and waterfall scenarios.
Platform Operations Manager General Manages enterprise settings, team members, meetings and secondary market activity.
Microsoft Microsoft 365 Assistant Integrations Manages Outlook emails, Teams meetings and OneDrive files. Reads inbox, drafts and sends emails, schedules meetings.
Slack Slack Team Assistant Integrations Reads and sends Slack messages, searches conversation history, lists channels and users.
Google Workspace Google Workspace Assistant Integrations Manages Gmail, Google Calendar, Drive and Sheets. Reads/sends emails, schedules events, lists files.
Zapier Zapier Automation Manager Integrations Lists and triggers Zapier automations (Zaps) connected to AlphaVault, enabling no-code workflow orchestration.
Notion Notion Workspace Assistant Integrations Searches, reads and creates Notion pages, and queries Notion databases. Ideal for teams using Notion.
HubSpot HubSpot CRM Assistant Integrations Manages HubSpot contacts, deals, companies and tickets. Searches records, tracks pipeline stages.
Salesforce Salesforce CRM Assistant Integrations Manages Salesforce leads, contacts, accounts, opportunities and tasks. Tracks pipeline, forecasts revenue.
Oracle Oracle Records Assistant Integrations Queries Oracle business records (customers, invoices, sales orders) via record lookups and SuiteQL.
Claude Gemini OpenAI General Finance Analyst General A versatile agent with access to all 1200+ MCP tools for any workflow.

Your tools.
Now agentic.

AlphaVault doesn't replace the tools your team already relies on — it makes them intelligent. Every connector below is natively callable by any ReAct agent, with zero middleware and zero manual data sync.

Zero Middleware

No iPaaS, no custom webhooks to maintain. Every connector is a first-class MCP tool your agents call directly inside the ReAct loop.

Enterprise-Grade OAuth

Every integration uses standardized OAuth2 flows with encrypted token storage and automatic refresh — no credentials in prompts, ever.

Cross-System Reasoning

Agents can chain actions across systems in a single request — e.g. pull a deal from Salesforce, draft the summary, and post it to Slack.

Hours Saved Weekly

Teams report reclaiming 6–10 hours per analyst per week by eliminating manual copy-paste between CRM, email and reporting tools.

One Source of Truth

All third-party data flows through the same guardrails, memory and audit trail as your internal AlphaVault modules — total consistency.

Growing Ecosystem

New connectors ship continuously — Microsoft 365, Google Workspace, Slack, Notion, Zapier, HubSpot, Salesforce and Oracle are live today.

Microsoft Microsoft 365 Google Workspace Google Workspace Slack Slack Notion Notion Zapier Zapier HubSpot HubSpot Salesforce Salesforce Oracle Oracle

From one analyst
to an entire team.

Build visual pipelines connecting up to 5 specialized agents running in parallel — full due diligence in the time it takes one analyst to screen a single deal.

Agent Spawning

Lead agents dynamically decompose tasks and delegate to child agents with isolated token budgets.

Swarm Visual Canvas

Drag-and-drop pipeline editor with 3 built-in templates: Full DD, Deal Sourcing, IC Memo Auto-Generator.

Full Audit Trail

Spawn History tracks every child agent's status, tokens and runtime — complete traceability.

Max parallel sub-agents5
Execution modesParallel · Sequential · Conditional
Aggregation strategyMerge · Vote · Supervisor
Canvas node types7 (Agent, Tool, Condition…)
Token isolation per childEnabled
Built-in swarm templates3

One platform.
Every function of your firm.

VC / PE Investor

Deal Flow Automation

Screen 20 inbound deals in a morning. Run full DD pipelines via Swarm Canvas. Generate IC Memos in one click.

M&A Advisor

Target ID & Valuation

Identify live acquisition targets with Deep Search. Run DCF/Comps/Precedents. Auto-generate CIMs and Term Sheets.

Equity Research Analyst

Earnings Coverage at Scale

Spawn earnings agents across your entire coverage universe simultaneously. Beat/miss analysis in seconds.

Macro Strategist / CIO

Daily Market Intelligence

Structured cross-asset briefs with live central bank and geopolitical data — delivered in under 3 minutes.

Compliance Officer

Regulated Deployment

MiFID II guardrails, Supervised HITL, and 18 adversarial red-team probes before any client-facing launch.

LP / IR Manager

Automated LP Reporting

Pull capital calls, distributions and NAV directly from Firebase. Generate quarterly reports per fund automatically.

Scroll for more

Build your first agent
in under 5 minutes.

No credit card required to explore. Full platform access included in every plan.