Deterministic AI
Workflow Engine

Chain tool calls, AI generation, code execution and human approval into repeatable, auditable financial pipelines — from quick screening to full IC memos, in minutes.

14 Step Types
5 Pre-Built Templates
HITL Human Approval Gates
$ Cost Estimator
Tool Chain
HITL Review
Decision Engine
1
Data Collection
Tool Chain
2
AI Analysis
AI Generation
3
Investment Decision
Decision Engine

14 Step Types.
Infinite Pipelines.

Compose any combination — reorder, configure retries, and set failure behavior per step. Every workflow chains these building blocks into a deterministic, auditable pipeline.

Data & CRM AI & Reasoning Execution Validation Output Control
Data & CRM
Tool Chain

Call one or more MCP tools (SEC, Finnhub, Twelve Data…) in sequence or parallel.

Data & CRM
CRM Query

Query CRM contacts, deals, LPs or portfolio companies mid-pipeline.

AI & Reasoning
AI Generation

Generate text with Claude / Gemini / GPT — full control over prompt and parameters.

AI & Reasoning
Self-Review

Run a self-critique pass to detect hallucinations and numerical errors.

AI & Reasoning
Agent Spawn

Spawn parallel sub-agents for multi-perspective analysis.

Execution
Code Execution

Execute Python, JS or SQL in-browser. Pre-built financial templates available.

Validation
Decision Engine

Score the analysis and output an INVEST / WATCH / PASS verdict.

Validation
Reliability Check

Validate output confidence with a multi-check reliability layer.

Validation
Data Validation

Check data quality of tool results before letting the pipeline continue.

Validation
Schema Enforcer

Enforce a strict JSON schema on the last output — no free-text drift.

Output
Doc Generation

Generate IC Memo, LP Report or Term Sheet as PDF/DOCX.

Output
Notification

Push an in-app alert or trigger a conditional email notification.

Control
HITL Review

Pause the workflow and wait for human approval before continuing.

Control
Guardrails

Apply MiFID II, SEC or custom compliance guardrails automatically.

See a Workflow
in Action

Template: "IC Memo — Full Due Diligence" running live.

workflow-engine — IC Memo Full Due Diligence — AlphaVault AI
~12–18 min
~$0.0842
10 steps
~14,200 tokens
Running
42s elapsed 6,180 tokens
6 / 10 steps — Self-Review
Data Collection Data Quality Check Financial Modeling Market Context AI Analysis Self-Review Reliability Validation Investment Decision Generate IC Memo Notify Team
1
Data Collection
Tool Chain
2
Data Quality Check
Validation
3
AI Analysis
AI Generation
4
Investment Decision
Decision Engine
5
Generate IC Memo
Doc Generation
Human Review Required
Investment Decision — verdict: STRONG BUY
The workflow is paused. Reliability score: 88% · Decision score: 84/100. Review the AI-generated analysis below before approving IC Memo generation.
Reject & Stop
Approve & Continue
Choose your model, per step or workflow-wide
Claude Claude
Gemini Gemini
OpenAI Open AI

Start from a template or build a fully custom pipeline

5 Pre-Built
Financial Templates

Production-ready pipelines — run instantly or customize every step.

IC Memo — Full Due Diligence

Data collection → quality validation → financial modeling → AI analysis → self-review → decision → PDF export.

  • 12–18 min
  • 10 steps

Quick Screening — 5 min

Rapid investment triage: data pull → instant AI score → concise summary. No financial modeling.

  • 3–5 min
  • 3 steps

Legal & Compliance DD

Upload VDR documents → extract key clauses → apply MiFID II guardrails → verify sources → redline report.

  • 8–15 min
  • Files required

Portfolio — Weekly Health Check

Load CRM data → refresh KPIs → compute VaR → generate LP report → send weekly digest.

  • 10–20 min
  • 8 steps

Hedge Fund — Signal Generation

Technical signals → data quality → HF risk scoring → VaR guardrail → structured TradeSignal output.

  • 5–10 min
  • 6 steps

Build Your Own

Start from scratch — combine any of the 14 step types into a fully custom pipeline.

Why Deterministic
Beats Freeform Prompting

Every run follows the same auditable sequence — no surprises, full traceability.

01

Repeatable Results

The same workflow produces the same structure every time — critical for IC processes and compliance.

02

Full Audit Trail

Every step's status, duration, tokens and errors are logged and reviewable in the run history.

03

Human Control

HITL gates ensure a human always signs off before irreversible or high-stakes actions.

Stop copy-pasting
into ChatGPT.

Join investment teams using AlphaVault AI Workflow Engine to run repeatable, auditable pipelines from screening to IC memo — with a human always in control.

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