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.

Mextyl
Gemini AI
Affinity
Carta
Claude
Crunchbase
Slack
OpenAI
Salesforce
Oracle
How It Works

Beyond chatbots.
True agentic reasoning.

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.

Reason
Select Tool
Execute
Observe
Final Answer
Core Features

16 institutional-grade capabilities.
All in one platform.

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

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 Mextyl 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.

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MCP Tools

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.

Integrations Market Intelligence SEC Filings Deal Management LP Relations Collaboration Platform
Integrations
Microsoft
Microsoft 36517

Outlook, Teams, Calendar, OneDrive.

Integrations
Slack
Slack5

Messages, search history, channels.

Integrations
Google Workspace
Google Workspace6

Gmail, Calendar, Drive, Sheets.

Integrations
Zapier
Zapier2

List and trigger connected Zaps.

Integrations
Notion
Notion4

Search, create pages & databases.

Integrations
HubSpot
HubSpot6

Contacts, deals, companies, tickets.

Integrations
Salesforce
Salesforce6

Leads, accounts, opportunities.

Integrations
Oracle
Oracle5

Customers, invoices, sales orders.

Integrations
Affinity
Affinity5

Relationship intel, pipeline data.

Integrations
Carta
Carta4

Cap table, ownership, 409A.

Integrations
PitchBook
PitchBook5

Private market intel, comparables.

Integrations
Crunchbase
Crunchbase4

Funding rounds, investor networks.

Market Intel
Technical Analysis10

RSI, MACD, ADX, Bollinger, Ichimoku.

Market Intel
News Intelligence5

Real-time news, sentiment, topics.

Market Intel
Forex Analysis6

Live rates, AI BUY/SELL, Fibonacci.

Market Intel
Trending Topics4

Fear & Greed index, trending co's.

SEC Filings
Financial Reports10

10-K statements, ratios, Altman Z.

SEC Filings
Quarterly Reports11

10-Q P&L, QoQ/YoY, TTM metrics.

Deal Mgmt
Deal Room6

Documents, Q&A, notes, checklist.

Deal Mgmt
CRM8

Contacts, deal pipeline, LP prospects.

Deal Mgmt
Cap Table5

Shareholder registries, funding rounds.

Deal Mgmt
Investment Memo4

Memo retrieval, comments, sharing.

LP Relations
LP Portal7

Funds, capital calls, distributions.

LP Relations
Secondary Market5

Listings, transactions, positions.

LP Relations
Founders Portal5

Founder-GP messaging, KPI requests.

Collab
AV Teams4

Meeting lists, notifications, calls.

Collab
Community4

Channel activity, post search.

Platform
Drive Management4

Create models & presentations.

Platform
User Data10

Profile, conversations, activity.

Platform
Claude
Custom Agents4

Agent inventory, history, access.

Platform
Enterprise3

Settings, members, invite tracking.

Platform
User Extended4

Favorites, business plans, referrals.

Screen deals before they hit your inbox twice

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.

Integrations

Your tools.
Now agentic.

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.

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 Mextyl modules — total consistency.

Growing Ecosystem

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

Mextyl connected to Microsoft, Google Cloud, Slack, Notion, HubSpot, Oracle, PitchBook, Crunchbase and Salesforce
Multi-Agent

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
Use Cases

One platform.
Every function of your firm.

By Role & Integration

Deal Flow Automation

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

VC / PE Investor
Included in this workflow
Screen 20 inbound deals in a single morning
Full due diligence pipelines via Swarm Canvas
IC Memos generated in one click

Target ID & Valuation

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

M&A Advisor
Included in this workflow
Live acquisition target identification via Deep Search
DCF, Comps and Precedent Transactions modeling
Auto-generated CIMs and Term Sheets

Earnings Coverage at Scale

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

Equity Research Analyst
Included in this workflow
Spawn earnings agents across the full coverage universe
Beat/miss analysis generated in seconds
Parallel execution, no manual coordination needed

Daily Market Intelligence

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

Macro Strategist / CIO
Included in this workflow
Structured cross-asset market briefs
Live central bank & geopolitical data feeds
Delivered in under 3 minutes

Regulated Deployment

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

Compliance Officer
Included in this workflow
MiFID II compliance guardrails, built-in
Supervised Human-in-the-Loop controls
18 adversarial red-team probes pre-launch

Automated LP Reporting

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

LP / IR Manager
Included in this workflow
Capital calls, distributions and NAV pulled automatically
Quarterly reports generated per fund
Zero manual data entry from Firebase records

Affinity Integration

Syncs relationship intelligence, deal pipeline and contact interaction data from Affinity's CRM.

Affinity
Affinity · 5 tools
Included in this integration
Relationship intelligence sync
Deal pipeline data
Contact interaction history

Carta Integration

Retrieves cap table records, ownership stakes, funding rounds and 409A valuation data.

Carta
Carta · 4 tools
Included in this integration
Cap table record retrieval
Ownership stakes & funding rounds
409A valuation data

PitchBook Integration

Accesses private market intelligence — company profiles, deal comparables and industry benchmarks.

PitchBook
PitchBook · 5 tools
Included in this integration
Private market intelligence access
Company profiles & deal comparables
Industry benchmark data

Build your first agent
in under 5 minutes.

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

Alphy
AI Sales Assistant
Welcome to Mextyl! I'm Alphy, your AI Sales Assistant. Are you interested in learning more about how Mextyl can help your investment firm centralize data, deal flow and AI agents?
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