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.
Unlike simple prompt/response models, Mextyl agents implement a full ReAct loop — Reason, Act, Observe — autonomously chaining tools until they reach a grounded, sourced answer.
Every layer of intelligence, control and orchestration your team needs — built-in, not bolted on.
8-section configuration: identity, system prompt, tools, capabilities, AI settings, guardrails, custom fields and team sharing.
Real-time Google Search via Gemini Grounding, injected directly into agent context with full source citations.
Working, Episodic (90-day) and Semantic (permanent) memory — agents remember deal history across sessions.
Living graph of companies, funds, deals and people with Graph-RAG context injection for precise recall.
In-browser Python (Pyodide), JavaScript and SQL execution — Monte Carlo, DCF, Black-Scholes, VaR templates included.
IC Memos, CIM Summaries, Term Sheets and LP Reports — auto-filled from agent analysis, exported to PDF/DOCX/XLSX.
Supervised, Assisted or Autonomous autonomy levels with real-time approve/modify/skip controls.
MiFID II and SEC Safe Harbor presets — automatic disclaimers, PII redaction and keyword blocklists.
Rewind, branch and run what-if scenarios on any step of an agent's reasoning — git for agent execution.
Lead agents delegate to up to 5 specialized sub-agents in parallel, sequential or conditional execution modes.
Drag-and-drop pipeline editor — connect Agent, Tool, Condition, HITL, Parallel and Merge nodes visually.
Connect agents to external platforms or other Mextyl agents via the 2025 Agent-to-Agent standard.
Hands-free speech-to-text input and text-to-speech output — zero external dependencies, browser-native.
Unit tests, regression suites, A/B comparison and 18 finance-specific adversarial red-team probes.
Live dashboards — sessions, tool calls, token distribution, latency and AI-generated usage insights.
Reusable prompt, code and tool-chain patterns auto-extracted from your highest-scoring agent runs.
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.
Outlook, Teams, Calendar, OneDrive.
Messages, search history, channels.
Gmail, Calendar, Drive, Sheets.
List and trigger connected Zaps.
Search, create pages & databases.
Contacts, deals, companies, tickets.
Leads, accounts, opportunities.
Customers, invoices, sales orders.
Relationship intel, pipeline data.
Cap table, ownership, 409A.
Private market intel, comparables.
Funding rounds, investor networks.
RSI, MACD, ADX, Bollinger, Ichimoku.
Real-time news, sentiment, topics.
Live rates, AI BUY/SELL, Fibonacci.
Fear & Greed index, trending co's.
10-K statements, ratios, Altman Z.
10-Q P&L, QoQ/YoY, TTM metrics.
Documents, Q&A, notes, checklist.
Contacts, deal pipeline, LP prospects.
Shareholder registries, funding rounds.
Memo retrieval, comments, sharing.
Funds, capital calls, distributions.
Listings, transactions, positions.
Founder-GP messaging, KPI requests.
Meeting lists, notifications, calls.
Channel activity, post search.
Create models & presentations.
Profile, conversations, activity.
Agent inventory, history, access.
Settings, members, invite tracking.
Favorites, business plans, referrals.
These agents rank inbound and sourced deals on market size, team quality and financial projections — so your team only spends time on the ones worth a call.
Mextyl 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.
No iPaaS, no custom webhooks to maintain. Every connector is a first-class MCP tool your agents call directly inside the ReAct loop.
Every integration uses standardized OAuth2 flows with encrypted token storage and automatic refresh — no credentials in prompts, ever.
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.
Teams report reclaiming 6–10 hours per analyst per week by eliminating manual copy-paste between CRM, email and reporting tools.
All third-party data flows through the same guardrails, memory and audit trail as your internal Mextyl modules — total consistency.
New connectors ship continuously — Microsoft 365, Google Workspace, Slack, Notion, Zapier, HubSpot, Salesforce and Oracle are live today.
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.
Lead agents dynamically decompose tasks and delegate to child agents with isolated token budgets.
Drag-and-drop pipeline editor with 3 built-in templates: Full DD, Deal Sourcing, IC Memo Auto-Generator.
Spawn History tracks every child agent's status, tokens and runtime — complete traceability.
Screen 20 inbound deals in a morning. Run full DD pipelines via Swarm Canvas. Generate IC Memos in one click.
Identify live acquisition targets with Deep Search. Run DCF/Comps/Precedents. Auto-generate CIMs and Term Sheets.
Spawn earnings agents across your entire coverage universe simultaneously. Beat/miss analysis in seconds.
Structured cross-asset briefs with live central bank and geopolitical data — delivered in under 3 minutes.
MiFID II guardrails, Supervised HITL, and 18 adversarial red-team probes before any client-facing launch.
Pull capital calls, distributions and NAV directly from Firebase. Generate quarterly reports per fund automatically.
Syncs relationship intelligence, deal pipeline and contact interaction data from Affinity's CRM.
Retrieves cap table records, ownership stakes, funding rounds and 409A valuation data.
Accesses private market intelligence — company profiles, deal comparables and industry benchmarks.
Learn from the workflows, tips and best practices shared across our Learning Paths — curated from what our community reads the most.
No credit card required to explore. Full platform access included in every plan.