Meet Marc and his agents
Marc is your managing AI agent. He turns approved work signals and direct requests into clear assignments, coordinates specialist agents, and brings the results back to your team for review.
What Marc does
Marc helps organize work from the moment it appears to the moment it is ready for review. He can:
- identify useful tasks from approved emails, meetings, files, CRM updates, and schedules;
- suggest the next tasks that deserve your attention;
- choose the specialist agent best suited to an assignment;
- provide that agent with the approved context it needs;
- coordinate recurring work through Routines;
- keep the result, its sources, and its next actions easy to review.
Marc is the person you direct. His specialist agents are the team that performs specific jobs.
Daily task suggestions
Every day, new work signals can create new priorities. Marc helps you notice them without requiring you to inspect every source or start every task from a blank request.
When a relevant signal arrives from a source you approved, Marc can prepare a suggested task. For example:
- A new CIM arrives: review it against your investment thesis and flag the points that need attention.
- A meeting is added: prepare a briefing from the calendar event and related context.
- A call finishes: summarize the discussion and suggest the appropriate follow-up.
- A file changes: identify the important updates and their potential impact.
- A CRM record changes: prepare the next analysis or update connected work.
Each suggestion remains yours to control. It is a proposed next step that you can review, edit, launch, or dismiss. When the same task keeps coming back, you can make it repeatable with a Routine.
How work gets done
- A request or work signal appears. You ask Marc directly, choose a suggestion, or an approved Routine is triggered.
- Marc understands the assignment. He identifies the expected result and the context available for the work.
- Marc delegates the work. The most relevant specialist agent takes the assignment.
- The agent prepares the result. It researches, reads, compares, extracts, analyzes, or creates the requested material.
- Your team reviews the output. The result returns with its status, available sources, and next actions.
In short: choose the work, approve the context, let Marc coordinate the agents, and review the result.
AI Chat Agent and AI Grid Agent
The AI Chat Agent and AI Grid Agent are two ways to work with Marc's team. They support different types of assignments.
AI Chat Agent
Use the AI Chat Agent to discuss an assignment with Marc. You can explain the outcome you need, select relevant context, refine the request, and continue the work in one conversation.
It is well suited to work such as reviewing a document, preparing a memo, researching a market, creating a meeting brief, or developing presentation material.
AI Grid Agent
Use the AI Grid Agent when the same structured work must be completed across many companies, documents, records, or data points.
Specialist agents can work in parallel on research, extraction, analysis, and review while each input and output remains visible. This is well suited to deal screening, market mapping, document review, portfolio analysis, and other work at scale.
Routines
A Routine turns recurring work into a controlled, repeatable workflow. It can start at a scheduled time or when an approved event occurs, such as a new email, meeting, file update, or CRM change.
Examples include:
- preparing a daily inbox review;
- creating a briefing before each relevant meeting;
- reviewing every new CIM received in an approved inbox;
- monitoring portfolio or market updates;
- preparing recurring reports or presentation material;
- updating deal records after approved events.
Each Routine has defined sources and boundaries. Marc coordinates the work and delivers the output for review when judgment or approval is required.
Specialist agents
Each specialist agent owns a clear job. Your workspace may include agents such as:
- Deal Screener: reviews new opportunities and prepares a first assessment.
- Diligence Analyst: reads CIMs, data room files, and market sources to identify risks, questions, and key findings.
- Market Mapper: builds target, buyer, competitor, or supplier lists.
- Portfolio Monitor: follows approved updates, KPIs, news, and materials to prepare recurring briefs.
- Meeting Briefing Agent: prepares a meeting brief from the connected context available to the assignment.
- Slide Analyst: turns analysis and sources into structured, editable presentation material.
- Legal Review Agent: identifies clauses, changes, open points, and follow-up questions.
You can also create agents for work that is specific to your team.
Connections
Connections give Marc and his agents the business context needed for an assignment. Availability depends on your workspace.
| Work context | Connection examples |
|---|---|
| Email and communication | Gmail, Outlook, Microsoft Teams, Slack |
| Calendars and meetings | Google Calendar, Microsoft 365 calendars, approved meeting and transcript sources |
| Files and knowledge | Google Drive, SharePoint, OneDrive |
| Market intelligence | Capital IQ, FactSet, Crunchbase, Seeking Alpha, Yahoo Finance, Financial Modeling Prep |
| Company and contact data | Apollo, Dropcontact, Pappers, Dealroom |
| Business systems | Your CRM and other approved internal systems |
Connections can provide context for a direct assignment, create a task suggestion, or start a Routine. You choose which connections Marc can access and which events are allowed to start work.
Living Work Memory
With your approval, useful context from emails, meetings, files, CRM updates, decisions, and completed work can contribute to a shared work memory.
Marc connects new information to the relevant people, projects, relationships, decisions, and sources. This helps the next assignment start with useful history instead of requiring your team to explain the same context again.
You choose what Marc can access, remember, and learn from. The context remains reviewable and can be corrected when your priorities or information change.
Learn how Living Work Memory works →
Control and review
Marc and his agents work within the access and boundaries defined for your workspace:
- Approved signals: choose which emails, meetings, schedules, files, and business events can suggest or start work.
- Defined boundaries: control the sources and actions available for each assignment or Routine.
- Review before use: review analysis, updates, drafts, and presentation material before external or sensitive use.
- Visible history: inspect the work status, available sources, outputs, corrections, and approvals.
Marc helps work move forward while your team keeps control of access, review, approval, and final judgment.
Next: Connect your work sources →