Chain tool calls, AI generation, code execution and human approval into repeatable, auditable financial pipelines — from quick screening to full IC memos, in minutes.
Compose any combination — reorder, configure retries, and set failure behavior per step. Every workflow chains these building blocks into a deterministic, auditable pipeline.
Call one or more MCP tools (SEC, Finnhub, Twelve Data…) in sequence or parallel.
Query CRM contacts, deals, LPs or portfolio companies mid-pipeline.
Generate text with Claude / Gemini / GPT — full control over prompt and parameters.
Run a self-critique pass to detect hallucinations and numerical errors.
Spawn parallel sub-agents for multi-perspective analysis.
Execute Python, JS or SQL in-browser. Pre-built financial templates available.
Score the analysis and output an INVEST / WATCH / PASS verdict.
Validate output confidence with a multi-check reliability layer.
Check data quality of tool results before letting the pipeline continue.
Enforce a strict JSON schema on the last output — no free-text drift.
Generate IC Memo, LP Report or Term Sheet as PDF/DOCX.
Push an in-app alert or trigger a conditional email notification.
Pause the workflow and wait for human approval before continuing.
Apply MiFID II, SEC or custom compliance guardrails automatically.
Production-ready pipelines — run instantly or customize every step.
The complete institutional pipeline — from raw data to a partner-ready investment memo.
Rapid investment triage: data pull, instant AI score and a concise summary — no financial modeling required.
Upload VDR documents, extract key clauses, and apply MiFID II guardrails automatically.
Load CRM data, refresh KPIs, compute VaR, and send a weekly LP digest — fully automated.
Technical signals, HF risk scoring, VaR guardrail and a structured TradeSignal output — ready for execution.
Every run follows the same auditable sequence — no surprises, full traceability.
The same workflow produces the same structure every time — critical for IC processes and compliance.
Every step's status, duration, tokens and errors are logged and reviewable in the run history.
HITL gates ensure a human always signs off before irreversible or high-stakes actions.
Learn from the workflows, tips and best practices shared across our Learning Paths — curated from what our community reads the most.
Join investment teams using Mextyl Workflow Engine to run repeatable, auditable pipelines from screening to IC memo — with a human always in control.
Mextyl
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