ProcessPilot builds a knowledge graph of your business and deploys AI agents that understand context, relationships, and rules, so your analysts can focus on strategy, not spreadsheets.
Early access for investment firms • No spam, ever
ProcessPilot creates a comprehensive understanding of your business relationships, rules, and workflows
We map entities, relationships, and business rules into a semantic graph. Your agents understand that "Investor A owns 15% of Company X" and what that means for approval workflows.
Our agents reason about tasks using deep business context. They understand nuance, adapt to edge cases, and make intelligent decisions based on your specific business logic.
Ingest documents, spreadsheets, org charts, and databases to build a complete picture of your business. True business understanding across all your data sources.
Three steps to deploy agents that actually understand your business
We ingest your term sheets, legal docs, org charts, and databases to create a knowledge graph that understands entities, relationships, and business rules.
Example: "Series B deals > $10M require partner approval + legal review"
AI agents are deployed with access to your business brain. They can reason about complex scenarios and make contextual decisions across your workflows.
Agent recognizes healthcare deal → routes to bio-focused partner
Watch as agents handle complex tasks that previously required human judgment—parsing, routing, updating, and coordinating across systems with business context.
3-hour manual process → 30-second automated workflow
Starting with the complex, high-value workflows that define your competitive advantage
Parse term sheets, extract key metrics, identify sector and stage, then route to the right partners based on expertise, capacity, and investment thesis alignment.
Cross-reference portfolio updates with financial data, benchmark against sector metrics, flag concerning trends, and generate contextualized reports for board meetings.
Coordinate complex DD processes, track document requests by workstream, manage external party communications, and maintain comprehensive audit trails.
Join forward-thinking investment firms who are transforming their operations with context-aware intelligence.
Early access program • No commitment required • Cancel anytime