Percidian Agents

Agents built for work that must withstand review.

Purpose-built workspaces turn a consequential mandate into organized workstreams, evidence-backed findings, and reviewable deliverables. Due diligence is the first deployed proof point — and the standard every workflow is measured against. Every agent works from the same permissioned understanding and memory of your business as the rest of your AI systems.

Request a briefing See deal diligence

Deal-team and data-room boundaries applied per request · Every finding cited to source · Exceptions and coverage visible before delivery

Diligence findings · Project NorthstarCited · reviewed

“What could materially weaken the revenue case for Northstar?”

findings: 3 material · 2 open questions
evidence: Agreement §14.2 · QoE tab 4 · CRM · call note
conflicts: Model v7 vs management answer — flagged
coverage: Data-room items read · gaps listed
owners: Legal · finance · deal lead
delivered: IC memo draft · reviewable

Illustrative example

What the agents do

From mandate to defensible work product.

A deal team, a corporate development group, or an adviser gives the mandate. Percidian Agents plan the mission — the mandate becomes domains, issues, and workstreams; reason across the business — financial, legal, commercial, people, and technology evidence connected as one deal; keep evidence attached — every finding traces to the source material and the context used; and review before delivery — exceptions, conflicts, and coverage are visible to the practitioner before anything leaves the workspace.

The output is work a partner can sign: an issue register, an evidence-backed memo, and a decision trail. Not a summary of the data room — an understanding of the investment, with the citation on every fact.

How they work

Plan · reason · keep evidence attached · review.

Plan the mission

Translate the mandate into domains, issues, and workstreams — the shape of the diligence before the reading begins.

Reason across the business

Connect financial, legal, commercial, people, and technology evidence into one current understanding of the deal.

Keep evidence attached

Trace every finding to its source material and to the context that produced it — the clause, the workbook range, the call note.

Review before delivery

Make exceptions, conflicts, and coverage visible to the practitioner before the memo leaves the workspace.

One deal, several agents, one memory

Specialized agents share one understanding of the deal.

Diligence, finance, legal, and memo agents each read and write the layer of memory their task needs; every hop is bounded by the deal lead’s own access, and every claim keeps its citation.

Task

“Prepare the investment committee for Project Northstar.”

Handoff 1 of 4

Diligence agent. Reads the data room through the deal lead’s access, writes three material findings and two open questions into work memory, and cites every one.

Shared memory

Business memoryreads

Northstar (target) · 3 customer agreements · model v7 · management Q&A

Work memorywrites

Task · prepare the IC · owner M. Chen

Diligence3 material findings · 2 open questions

User contextreads

M. Chen · deal lead · Northstar deal team · purpose: IC preparation

Evidence memoryreadswrites

Data room index · versions · 6 citations

Diligence+6 citations

Every read is bounded by M. Chen’s own access. What she cannot open, no agent receives.

Handed to the Finance agent

3 material findings
2 open questions
6 citations

Facts, sources, and open questions travel; the boundary travels with them.

Illustrative example

See one issue traced from the data room to the committee memo

Every finding cites its source.

Diligence that a committee can check, an owner can act on, and a later review can reopen — because the record carries the clause, the range, the note, and the decision it supported.

Deal-team and data-room boundaries applied on every request
Conflicts between sources surfaced, not smoothed over
Findings carry into ownership with their evidence

For private equity and M&A

“What could materially weaken the revenue case for Northstar?”

The top customers represent a material share of forecast revenue.Quality-of-earnings workbook · customer concentration
One agreement permits termination after a change of control.Customer agreement · §14.2
Another forecast assumes an unsigned expansion.CRM pipeline · renewal discussion notes
Confirm consent requirements, re-underwrite the expansion, and complete the renewal discussion before final committee.Required action · owners assigned

Illustrative example

At a glance

Percidian Agents

Runs on: Percidian ACE; The same understanding and memory every approved AI system draws on
Delivered via: Percidian Gateway; Approved destinations, customer credentials, one record per request
First workflow: Due diligence; Deal diligence
Deployment: Percidian-managed, or inside your cloud; Compare deployment models
Boundaries: Deal-team and data-room access, per request; Security and trust

Make every deal team smarter than the last.

Build a persistent, permissioned record of what the firm has learned and deliver it wherever investment decisions happen.

Request a briefing For private equity and M&A

Bring your business into every AI decision

Give every approved AI system the context to do its best work.

Connect the knowledge your organization already has. Preserve what it learns. Apply the permissions it already trusts. Make that understanding available wherever people and agents work.