Straive Agent Invest for Investment Banks (8-10 Weeks PoC)

Straive’s Agent Invest transforms how investment and research teams source, screen, and monitor opportunities across all asset classes. This powerful 6-8 week PoC offers an accelerated path to embed enterprise-grade AI into your workflows, demonstrating tangible ROI within a single quarter.

Core Intelligence Agents & Functionality The solution’s core strength lies in specialized agentic AI agents that integrate into investment workflows by combining deterministic rails with adaptive, iterative reasoning. • Research Agent (Sourcing & Diligence): Operates as an on-demand analyst, autonomously scanning financial signals, sentiment shifts, and market intelligence. It generates prioritized lead lists and first-pass diligence with confidence scoring, automated citations, and iterative refinement as new data or feedback emerges. • Alerting Agent (Monitoring & Risk Oversight): Functions as a continuous monitoring loop, fusing portfolio data and external signals. It detects anomalies using probabilistic risk scoring, triages alerts based on materiality, and pre-populates oversight templates. The agent dynamically revises outputs as conditions evolve, ensuring reviewers always see the latest, highest-confidence insights. These adaptive agents provide explainable, auditable intelligence that accelerates sourcing, oversight, and decision-making while maintaining accuracy and control.

Enterprise-Grade Architecture and Data Strategy The solution is designed to be fully integrated and secure: • Precision Data Strategy: The solution prioritizes signal over noise, fusing your internal systems with curated external sources like regulatory filings, market databases, and news feeds, ensuring outputs are highly relevant and rooted in high-integrity data. • Enterprise-Ready Deployment: Built on platforms like Copilot Studio and integrated with Microsoft Fabric, the solution is designed for fast deployment within existing infrastructure, delivering explainable, role-aligned intelligence ready for controlled scale-up

Tangible results delivered: Straive's Agent Invest delivers a seismic shift in productivity and risk management, allowing organizations to reclaim valuable time for strategic growth: • Accelerated Business Cycles: Transforms time-consuming monitoring tasks into automated advantages, freeing up talent for deep analysis and strategic work. • Drastic Time Savings: Slashes drafting and review times significantly (e.g., 5-7 hour drafts to minutes; 7-10 hour reviews to less than 90 minutes). • Instant Intelligence: Provides real-time conversational Q&A for on-demand answers, enabling faster, more confident decision-making. • Build Auditable Trust: Establishes an unimpeachable source of truth, guaranteeing high accuracy (100% numeric lineage and 95%+ citations). • Proactive Risk Mitigation: Transforms risk into a competitive advantage by providing foresight through automated anomaly detection and proactive alerts for covenant breaches.

Key Engagement activities: Agent Invest rapidly accelerates how investment Banks utilize Microsoft Azure to enhance sourcing, streamline monitoring, and strategically scale research intelligence. • Foundational Architecture: The core Agentic AI Architecture is built on Microsoft Copilot Studio and hosted on Azure infrastructure for modular agent orchestration, with the capability to learn over time. • Data Integration & Fusion: Data ingestion and configuration leverage Microsoft Fabric, utilizing Azure data storage and processing services to fuse internal data sources with curated external market intelligence. • Agent Deployment & Customization: Specialized Research and Alerting Agents are deployed and customized within Copilot Studio, leveraging Azure compute resources to execute complex investment workflows, such as on-demand diligence and automated reporting. • LLM Orchestration: AI models, flows, and actions are orchestrated using Copilot Studio and Azure AI Foundry for high-performance prompt routing, action invoking, and future agent scaling. • Workflow Integration: Real-time outputs (e.g., alerts, memos, dashboards) are delivered directly into existing user channels like Microsoft Teams and SharePoint to align with current workflows. • Security and Compliance: The solution ensures robust security and compliance by integrating with Azure standards and Azure Security Center features for controlled, enterprise-ready scale-up. • Post-Deployment Enablement: The solution is engineered to work immediately with live users, production data, and current workflows upon deployment