AGENTIX · AUTOMATION LIVE IN 2-5 BUSINESS DAYS / 2026
← All 10 automations § Automation · Cameron / Elite Capital

Your analysts spend 5.7 hours gathering data per company.

Every earnings season, that's not analysis, it's data entry at analyst compensation.

Scope this for my team → Book a 30-min call
Live · deploy in 2-5 business days
The path, in brief · full flow below
  1. 01Source configuration
  2. 02Continuous monitoring
  3. 03Criteria screening
  4. 04Multi-source research aggregation
  5. +3 more →
Days of manual research → 1 daily briefing Research cycle, eliminated Cameron / Elite Capital deployment
4.2 hrs → 23 min Reaction time to material market events industry benchmark
4–6 hrs/day Analyst research hours reclaimed per analyst industry benchmark
2.5–4× Deal coverage with identical headcount Cameron / Elite Capital deployment
first-party / client deployment industry benchmark
§ The shift

What changes the day
this goes live.

No jargon. Here's the before, and the after, for the people who feel it every day.

Today, without it
  • Deal flow arrives by email. Screening happens in a spreadsheet. Deals expire in the inbox.
  • Earnings season is a six-week blackout sprint. New deal evaluation stops entirely.
  • The tools built for bulge bracket banks require bulge bracket infrastructure to run.
  • Portfolio monitoring requires someone watching. No team of two can watch 50 companies continuously.
From day one, with it
  • Days of manual research → 1 daily briefing Research cycle, eliminated
  • 4.2 hrs → 23 min Reaction time to material market events
  • 4–6 hrs/day Analyst research hours reclaimed per analyst
  • 2.5–4× Deal coverage with identical headcount
§ Where it earns its keep

Days of research.
Auto, by morning.

Source → synthesis → cited briefing, tuned to your mandate.

The moment

“Deal-flow and market monitoring eats analyst days.”

What the AI does
  • Gathers filings, news and market data on schedule
  • Synthesises with reasoning, not summaries
  • Cites every claim to a primary source
The winA cited briefing before the morning meeting, analysts freed for judgement.
The moment

“Monitoring 30 positions by hand means signals get missed.”

What the AI does
  • Watches each position and catalyst
  • Alerts the moment something moves
  • Links the source behind every alert
The winNothing material slips by, without a desk of juniors.
The moment

“Screening targets is weeks of manual desk research.”

What the AI does
  • Screens a sector against your criteria
  • Scores and ranks candidates
  • Attributes every data point
The winA shortlist with receipts, in hours not weeks.
The moment

“Clients expect timely, well-sourced market views.”

What the AI does
  • Compiles a scheduled market brief
  • Tailors it to your book
  • Keeps it citation-clean for compliance
The winConsistent, defensible client communication on autopilot.
The moment

“You drown in browser tabs to answer one question.”

What the AI does
  • Runs deep, on-demand research
  • Pulls and reconciles multiple sources
  • Delivers a structured, cited answer
The winThe gathering done, you spend your time on the thinking.
How it works

AI in the loop,
not Zapier with steps.

Every step is a real decision: read the context, make the call, take the action. Here's the path, end to end.

FIG.01, the execution path · 7 steps, fully automated
01 Source configuration
02 Continuous monitoring
03 Criteria screening
04 Multi-source research aggregation
05 Claude synthesis
06 Briefing assembly
07 Scheduled delivery
FIG.02, representative pipeline schematic (illustrative) · no client UI is shown to protect confidential data
Built with n8n (orchestration)Claude/GPT (research synthesis + structured output)Custom scraping (deal flow sources + financial news)Vapi + Twilio (outbound calling for mortgage/insurance)ElevenLabs (near-human voice quality)Custom round-robin algorithm (fair lead distribution)
§ Honest fit

Right for you?
Straight answer.

We'd rather tell you it's the wrong build than ship you the wrong build.

A strong fit if
  • You are a family office, boutique PE, or VC fund with 1–5 analysts handling deal flow and portfolio monitoring simultaneously
  • You see 5 or more deal submissions per week and cannot evaluate all of them before exclusivity windows close
  • You have defined investment criteria that can be encoded as rules, sector, stage, size, geography, ownership structure
  • Your team already monitors a specific set of data sources (filings, news feeds, deal announcement channels) and wants those sources automated, not replaced by a new platform
  • You want to own the automation, self-hosted on your infrastructure, not dependent on a SaaS vendor's pricing or uptime decisions
Probably not, if
  • Your investment criteria change week-to-week based on shifting LP mandates, the criteria rules engine requires stability to produce trustworthy screening
  • You need real-time Level 2 market data or live order flow, this system works with filing-based and news-based signals, not tick data
  • You need a compliance-approved research product with regulatory certification and audit trail for external reporting, this is an internal workflow tool, not a regulated research service
Usually deployed by Director of Investments · Family OfficeManaging Partner · Boutique PE (sub-$500M AUM)VP Investments · Single-Family OfficePrincipal · Growth Equity FirmChief Investment Officer · Impact Fund
§ Talk it through

Not sure it's the right build?
That's the 30-minute call.

We scope it against your real stack and tell you honestly if a simpler fix wins. Built and shipped by the Agentix engineering team, who we are →.

Scope this build → Start with a $5K ops audit
Where this sits Solution Rapid Automations Service Operations audit Service AI assurance, eval & regression Index All 10 documented builds
§ What you get

Live in 2-5 business days.
Yours on day one.

Scoped, built, QA'd and handed over, self-hosted, documented, owned by you. No per-seat fees, no lock-in.

Day 1
  • Intake call: map all current data sources, deal flow channels, and investment screening criteria
  • Source-specific scrapers configured and tested against live data
  • Normalisation schema defined, validated, and agreed
Days 2–3
  • n8n monitoring workflow with deduplication and priority scoring operational
  • Multi-source research aggregation running for screened items
  • Claude structured output configured with client investment thesis and preferred briefing format
Days 4–5
  • Scheduled delivery configured, email, optional Slack, optional ElevenLabs voice briefing via Twilio
  • Emergency trigger operational for material event alerts outside normal schedule
  • Criteria tuning based on first live runs, false positive and false negative rate reduction
Post-launch
  • Scraper maintenance as source sites update their structure or authentication
  • Criteria adjustments as investment mandate evolves or new sectors are added
  • Additional source integrations on request, new deal feeds, filing types, market intelligence platforms
Get started

Want this running
in 2-5 business days?

Tell us how the process works for you today. We'll scope it against your exact stack in 30 minutes, and tell you honestly if it's the right build.

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AGENTIX TECH · Investment Research Automation · self-hosted · you own it