People + AI agents

People and AI agents, working one deal

Lens agents do the legwork of diligence and integration. Your team keeps the judgement. Every agent works inside your permissions, cites its evidence and stops at a named human checkpoint.

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The agents

Meet your AI deal team

Each agent has one job, a defined set of sources it may read, and a person who signs off its work.

Maya, fictional AI agent persona

AI · Request Agent

Maya

Your persistent coordinator

Chases outstanding information requests, nudges owners on the target side and logs every response against its workstream.

Human checkpoint
The deal lead approves the request list and any escalation.
Sources it can read
Information request list, owners, due dates
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Alex, fictional AI agent persona

AI · Findings Agent

Alex

Your evidence-led analyst

Drafts findings and report sections from the evidence in the dataroom, with every claim cited to its source.

Human checkpoint
The workstream owner reviews and signs off before anything reaches IC.
Sources it can read
Scoped dataroom folders, responses, journal entries
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Clara, fictional AI agent persona

AI · Pulse Agent

Clara

Your portfolio briefer

Writes the morning brief across every live project: priorities, risks to watch and key tasks moving.

Human checkpoint
Partners read it with sources linked, and decide what to act on.
Sources it can read
Project status, tasks, RAID logs
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Marcus, fictional AI agent persona

AI · Watch Agent

Marcus

Your watchful risk scout

Monitors the dataroom and requests for new documents and changes, and flags emerging risks to the right owner.

Human checkpoint
The owner triages each flag: accept, dismiss or raise.
Sources it can read
Dataroom activity, request updates, index scores
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Fictional AI personas, not human team members. Agents prepare. People approve.

Governed by design

Agentic, not unaccountable

An agent in Lens can only do what a team member could do, and everything it does is on the record.

Scoped access

Agents read only the workstreams and folders their permissions allow.

Cited output

Every draft and flag names the documents behind it.

Audit trail

Each agent action is logged with time, source and outcome.

Human sign-off

Nothing reaches a report, client or IC without a person approving it.

Built on the working product

Agents run on surfaces your team already uses

Digital information request list with status, owner and priority
Request Agent works the digital IRL
Lens Pulse daily narrative brief across live projects
Pulse Agent writes the morning brief

Your next deal, connected

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Book a demo to see Lens today and get early access to agents as they ship.

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