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Jessica Agent 03

Jessica
Investment

Accelerate screening, due diligence and investment memo preparation without losing analytical rigor.

JInvestmentFrom deal flow to conviction.
The business challenge

Investment teams synthesize heterogeneous financial, legal and business information while keeping the assessment aligned with their fund thesis and decision process.

What the agent does

One workflow. Fully controlled.

Jessica combines document understanding, business rules, orchestration and human approval.

01

Pitch deck and data-room analysis

02

Financial and legal due diligence

03

Investment-criteria assessment

04

Risk and red-flag synthesis

05

Investment memo generation

INPUTSPitch decksFinancial statementsLegal documentsInvestment criteria
J
ANALYZE · REASON · ACT
OUTPUTSOpportunity screeningDue diligence findingsRisk synthesisInvestment memo
Client example
Go Big Partners

A repeatable due diligence workflow for Go Big Partners

Jessica structures the analysis of opportunities around the fund's assessment framework, brings financial and legal findings together and prepares a consistent investment memo for human review.

Human oversightFull audit trailCustom rules
Agents deployed across real business workflows
BTE logoBTE
BH Bank logoBH Bank
STAR Assurances logoSTAR Assurances
Go Big Partners logoGo Big Partners
Jessica Investment

See the agent in action.

We configure a demonstration around your process and priorities.