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 AlphaVault 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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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 36517

Outlook, Teams, Calendar, OneDrive.

Integrations

Slack5

Messages, search history, channels.

Integrations

Google Workspace6

Gmail, Calendar, Drive, Sheets.

Integrations

Zapier2

List and trigger connected Zaps.

Integrations

Notion4

Search, create pages & databases.

Integrations

HubSpot6

Contacts, deals, companies, tickets.

Integrations

Salesforce6

Leads, accounts, opportunities.

Integrations

Oracle5

Customers, invoices, sales orders.

Integrations

Affinity5

Relationship intel, pipeline data.

Integrations

Carta4

Cap table, ownership, 409A.

Integrations

PitchBook5

Private market intel, comparables.

Integrations

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

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

Custom Agents4

Agent inventory, history, access.

Platform

Enterprise3

Settings, members, invite tracking.

Platform

User Extended4

Favorites, business plans, referrals.

28 institutional templates.
One click to deploy.

From VC deal screening to LP fundraising intelligence — fully configurable after deployment.

Template	Category	Purpose
VC Deal Screener	VC / PE	Screens startup deals on market size, team quality and financial projections.
PE Portfolio Monitor	VC / PE	Tracks portfolio KPIs from uploaded reports and generates LP-ready summaries.
LP Fundraising Intelligence	VC / PE	Profiles LPs, tracks fundraising trends and prepares GP pitch materials.
Due Diligence Analyst	VC / PE	Automates financial, commercial and operational DD from uploaded VDR documents.
Valuation Engine	VC / PE	Full valuation via DCF, comparable companies, precedent transactions and LBO modeling.
Exit Strategy Advisor	VC / PE	Analyzes optimal exit routes — strategic sale, secondary buyout, IPO or recap.
CRM & Deal Flow Manager	VC / PE	Manages deal pipeline, contacts, LP prospects and portfolio monitoring from Firestore.
M&A Target Scanner	M&A	Identifies and ranks acquisition targets by strategic fit and valuation.
Synergy & Integration Analyst	M&A	Models cost/revenue synergies and tracks 100-day integration plan progress.
Fairness Opinion Analyst	M&A	Prepares financial analysis supporting board-level fairness opinions.
Macro Intelligence Officer	Macro	Monetary policy, geopolitics, credit cycles and global market regime analysis.
Sector Rotation Strategist	Macro	Analyzes relative strength and flow data to generate sector allocation calls.
Equity Research Analyst	Equity	Institutional-grade research reports with DCF, comps and earnings coverage.
Earnings Intelligence Agent	Equity	Tracks earnings calendar, previews results and analyzes beats/misses vs consensus.
Portfolio Risk Manager	Risk	VaR, factor exposure, concentration risk and stress testing across portfolios.
Quantitative Alpha Researcher	Quant	Develops and back-tests trading signals using technical and factor models.
Investor Relations Analyst	IR	Prepares earnings scripts, investor decks, shareholder letters and Q&A prep.
LP Management Suite	IR	End-to-end LP relations: capital calls, distributions, NAV and waterfall scenarios.
Platform Operations Manager	General	Manages enterprise settings, team members, meetings and secondary market activity.
Microsoft 365 Assistant	Integrations	Manages Outlook emails, Teams meetings and OneDrive files. Reads inbox, drafts and sends emails, schedules meetings.
Slack Team Assistant	Integrations	Reads and sends Slack messages, searches conversation history, lists channels and users.
Google Workspace Assistant	Integrations	Manages Gmail, Google Calendar, Drive and Sheets. Reads/sends emails, schedules events, lists files.
Zapier Automation Manager	Integrations	Lists and triggers Zapier automations (Zaps) connected to AlphaVault, enabling no-code workflow orchestration.
Notion Workspace Assistant	Integrations	Searches, reads and creates Notion pages, and queries Notion databases. Ideal for teams using Notion.
HubSpot CRM Assistant	Integrations	Manages HubSpot contacts, deals, companies and tickets. Searches records, tracks pipeline stages.
Salesforce CRM Assistant	Integrations	Manages Salesforce leads, contacts, accounts, opportunities and tasks. Tracks pipeline, forecasts revenue.
Oracle Records Assistant	Integrations	Queries Oracle business records (customers, invoices, sales orders) via record lookups and SuiteQL.
General Finance Analyst	General	A versatile agent with access to all 200+ MCP tools for any workflow.

Your tools.
Now agentic.

AlphaVault 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 AlphaVault modules — total consistency.

Growing Ecosystem

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

Microsoft 365

Google Workspace Slack

Slack

Notion

Zapier

HubSpot

Salesforce Oracle

Oracle

Affinity

Carta

PitchBook

Crunchbase

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.