CAPABILITIES

What agent systems can do for real teams.

A lot of important work is still manual: finding the right files, checking numbers, preparing for meetings, and keeping client requests organized. Kairon Insights builds agent systems around that work—so teams spend less time searching and more time deciding.

FOUR SIMPLE EXAMPLES

Each example uses fictional data, but the workflows are designed around work firms handle every day.

  • Fictional demo data
  • Illustrative examples—not client case studies
  • Human review stays visible
  • No performance claims

Example 01

Internal research system

Turn available data into researchable equity theses

Agent teams search the data landscape, improve promising ideas through repeated review, and return a short list worth deeper research.

Internal research only

The problem

A familiar bottleneck

There is more useful public data than any research team can realistically keep up with. The challenge is not just finding it—it is working out which combinations could support a new, testable equity thesis without spending weeks on ideas that go nowhere.

What the system does

A simpler way through it

An orchestrator gives each team the research field, constraints, and approved data access. One team proposes ideas, another filters and scores them, and the strongest ideas loop back to inspire better rounds. Once the set is research-ready, integrity and synthesis teams turn the best candidates into evidence-backed research plans.
  1. BriefCurrent stage
  2. GenerateUpcoming
  3. ValidateUpcoming
  4. ImproveUpcoming
  5. IntegrityUpcoming
  6. OutputUpcoming
Team at workOrchestrator
Brief established
Approved research brief

Power demand, grid investment, and project development

Brief 01 · selected values
Research field
U.S. power and infrastructure equities
Research question
Where could changes in power demand, grid investment, or project development create an overlooked equity-research opportunity?
Company universe
U.S.-listed utilities, power producers, infrastructure developers, and electrical-equipment companies
Research horizon
2–5 months
Review cadence
Weekly
Permitted sources
  • Approved internal datasets
  • Public filings and earnings materials
  • Government and regulatory datasets
  • Public ISO and RTO records
  • Public company and project disclosures
Constraints
  • Public or approved data only
  • Use information available at the time
  • No MNPI
  • No fabricated or guessed values
  • Must be testable across multiple companies
  • Data and engineering cost must be reasonable
  • Every idea must include a failure condition
Step 01 of 06

Set the research brief

The orchestrator defines what the teams may research, which sources they may use, and what a useful idea must contain.

Useful output

What the research team gets

  • A broader scan of useful internal and public data
  • 50 candidates considered across five improvement cycles
  • A transparent record of why ideas advanced or were archived
  • Three evidence-backed theses with data and testing plans
  • Costs, limitations, competing explanations, and failure conditions
  • A ranked research queue ready for human review

Internal research only · Human review required · Not deployed · Not investment advice

Turn available data into researchable equity theses. Step 1 of 6: Set the research brief. The orchestrator defines what the teams may research, which sources they may use, and what a useful idea must contain.

Example 02

Document and data extraction

Turn a document library into a checked portfolio table

Find the right files, extract the fields the team needs, and show exactly where every value came from.

Illustrative system

The problem

A familiar bottleneck

The right information is already in the firm’s folders—but it is spread across valuation memos, operating updates, and models. The same number can also mean different things in different files.

What the system does

A simpler way through it

The system finds the current files, extracts the fields the team needs, shows every value beside its source page, and creates a table only after the checks are complete.
Northstar Infrastructure Fund IIIQ2 2026
Library search
Current documents

Files selected for Q2 2026

9 selected
  • PDFSolara_Q2_Valuation_Memo.pdfCurrent
  • PDFSolara_June_Operating_Update.pdfCurrent
  • XLSXSolara_Asset_Model.xlsxCurrent
  • PDFCedar_Run_Q2_Valuation_Memo.pdfCurrent
  • PDFMetroLink_Q2_Valuation_Memo.pdfCurrent
3 investments found9 current documents selected1 prior version kept out of the current run
Step 01 of 04

Find the right files

The system matches the current client, investment, period, and document before extraction starts.

Useful output

What the portfolio team gets

  • 9 current documents matched across 3 investments
  • 10 requested fields per investment
  • Source file and page saved for every value
  • One period difference sent to review
  • A checked table ready for Excel, CSV, or JSON

Turn a document library into a checked portfolio table. Step 1 of 4: Find the right files. The system matches the current client, investment, period, and document before extraction starts.

Example 03

Live meeting intelligence

Bring the right context into a live client call

Surface useful information from the firm’s existing emails, notes, and files while the conversation is still happening.

Illustrative system

The problem

A familiar bottleneck

Someone on the call often remembers that a useful detail exists, but not which email, note, or folder it is in. Searching for it while keeping up with the client is unrealistic.

What the system does

A simpler way through it

With approved access, agents follow the meeting topic, search only the user’s permitted sources, and surface a few relevant facts with links while the conversation is still happening.
Live client call
Horizon Infrastructure Partners18:42
MC
Maya ChenHorizon Infrastructure Partners
JL
Jordan LeeAdvisory team
SR
Sam RiveraAdvisory team
Approved meeting transcriptPermitted firm sources only
Maya

“We may be comfortable taking more merchant exposure on the Texas portfolio.”

Step 01 of 05

The conversation begins

The system listens only within the approved meeting and source boundaries.

Useful output

What the call team gets

  • Three relevant facts surfaced during the conversation
  • One suggested question for the client
  • Two follow-up items
  • A short source-linked meeting brief

Suggestions remain with the human team · Nothing is sent automatically

Bring the right context into a live client call. Step 1 of 5: The conversation begins. The system listens only within the approved meeting and source boundaries.

Example 04

Workflow automation

Turn a client email into a clean workplan

Read the request, compare it with the current tracker, and update only what actually changed.

Illustrative system

The problem

A familiar bottleneck

A single client email can add new work, move deadlines, cancel old requests, and ask questions about something already delivered. Copying those changes into a tracker by hand is where things get missed.

What the system does

A simpler way through it

Agents compare the latest message with the current workplan, update only what changed, assign the right owner, and draft a response for the team to review.
Client requests1 new message
EM
FromElena Morris · Client CFO
9:14 AM
Subject

Updated diligence requests before Thursday

“Please send the customer concentration analysis and downside bridge by Wednesday at 3 PM. We no longer need the regional revenue cut. Also, can you confirm whether the debt schedule includes the revolver?”

Step 01 of 04

A client email arrives

The latest client request is read as one set of changes.

Useful output

What the engagement team gets

  • One new task created
  • One deadline updated
  • One request canceled
  • One delivered item sent for confirmation
  • A client response drafted for review

Turn a client email into a clean workplan. Step 1 of 4: A client email arrives. The latest client request is read as one set of changes.

Private inquiry

Start with the workflow that needs to work better.

Kairon Insights considers select non-advisory AI, data, automation, and software projects. Scope comes first; pricing follows the work required.

Discuss a project

Capabilities

What agent systems can do.

Explore four fictional workflows built around work real teams handle every day.

Illustrative examples—not client case studies

About these demos
  • Fictional demo data
  • Human review stays visible
  • No performance claims
  • These are illustrative systems, not completed client case studies
Example 01Internal research system

Internal research only

Turn available data into researchable equity theses

More data can create better research questions—but only if weak, expensive, and untestable ideas are filtered early.

Brief · 01 / 04

Set the rules

Research briefRules set
FieldU.S. power and infrastructure equities
Horizon
2–5 months
Review
Weekly
Sources
Public or approved only
  • No MNPI
  • No guessed values
  • Failure condition required
FilingsRegulatory dataISO/RTO records

The orchestrator defines the field, permitted sources, constraints, and failure conditions.

Filter · 02 / 04

Ten ideas enter

Validation10 ideas
  1. 01

    Data-center load commitments vs. utility capex revisions

    Retain
  2. 02

    Transformer lead times vs. backlog quality

    Retain
  3. 03

    Interconnection milestones vs. pipeline credibility

    Retain
  4. 04

    Capacity markets

    Pause
  5. 05

    Transmission awards

    Pause
  6. 06

    Load forecasts

    Pause
  7. 07

    Storage awards

    Pause
  8. 08

    Permit delays

    Pause
  9. 09

    Gas generation

    Pause
  10. 10

    Customer bills

    Pause
DataLogicCostTestabilityResearch value

3 retained7 paused

A separate validation team checks data, logic, cost, testability, and potential research value.

Improve · 03 / 04

Five cycles make the ideas stronger

Improvement loop5 cycles
One improvement cycleRepeat × 5
01GenerateNew + revised ideas
02ValidateChallenge every idea
03RetainKeep the strongest
Retained ideas return to begin the next cycle
Five passes through the loopResearch-strength score after each cycle
  1. Cycle 152score
  2. Cycle 264score
  3. Cycle 373score
  4. Cycle 484score
  5. Cycle 592score
Final research strength5264738492 / 100
90 threshold

Cycle 5 crosses the research-ready threshold.

Research strength measures feasibility, data quality, economic logic, distinctiveness, and testability—not expected return.

Each cycle generates, challenges, and returns the strongest ideas to shape the next round.

Review · 04 / 04

Three plans reach review

Integrity reviewHuman review next
5 candidates→Integrity review→3 plans
Research dossierData-center commitments and utility capex revisions
Thesis
Confirmed load commitments may appear before broader capex expectations fully adjust.
Data
Utility filings · EIA · rate cases · dated company guidance
Test
Build a timestamped utility panel and test whether load changes precede capex or estimate revisions.
Risks
Canceled projects · regulatory delays · unrelated capex · already anticipated

Research queue ready for human review

Integrity checks narrow five candidates into three source-linked research plans.

Phase details

A research brief limits the work to U.S. power and infrastructure equities, a two-to-five-month horizon, weekly review, and public or approved filings, regulatory data, and ISO/RTO records. It permits no MNPI or guessed values and requires a failure condition for every idea.

50 candidates considered5 received integrity review3 research plans prepared

Internal research only · Human review required · Not deployed · Not investment advice

View full details

The problem

There is more useful public data than any research team can realistically keep up with. The challenge is not just finding it—it is working out which combinations could support a new, testable equity thesis without spending weeks on ideas that go nowhere.

What the system does

An orchestrator gives each team the research field, constraints, and approved data access. One team proposes ideas, another filters and scores them, and the strongest ideas loop back to inspire better rounds. Once the set is research-ready, integrity and synthesis teams turn the best candidates into evidence-backed research plans.

Example 02Document and data extraction

Turn a document library into a checked portfolio table

The value already exists in the firm’s files; the hard part is finding the current document and preserving the exact source.

Find · 01 / 04

Find the current files

Northstar Infrastructure Fund IIIQ2 2026
Solara Grid StorageCedar Run SolarMetroLink Fiber
  • PDFSolara_Q2_Valuation_Memo.pdfCurrent
  • PDFSolara_June_Operating_Update.pdfCurrent
  • XLSXSolara_Asset_Model.xlsxCurrent
  • PDFSolara_Q1_Valuation_Memo.pdfPrior version

9 current documents · 1 prior version excluded

The system identifies the right fund, period, investment, and document before extraction.

Extract · 02 / 04

Extract the team’s fields

Parallel extraction3 investments
S
Solara Grid Storage10 fields
C
Cedar Run Solar10 fields
M
MetroLink Fiber9 fields · 1 check
  • Valuation date
  • FY2026E revenue
  • FY2026E EBITDA
  • Net debt
  • Enterprise value
  • Equity value
  • Valuation method
  • Review status

Missing or unclear values remain blank—never guessed.

Three investments are processed in parallel, and unclear values remain open for review.

Check · 03 / 04

Check the page

Source checkPage 12
Solara_Q2_Valuation_Memo.pdf12
Solara Grid Storage · Valuation overview

“FY2026E Adjusted EBITDA is projected at $74.8 million.”

Field
FY2026E EBITDA
Value
$74.8m
Confidence
94%
Status
Source matched

Reviewed · Use $74.8m for FY2026E EBITDA

The extracted value stays beside the sentence, filename, page, period, and review status.

Output · 04 / 04

Deliver the checked table

Checked portfolio table10 fields each
Solara Grid StorageReviewed
FY2026E EBITDA
$74.8m
Enterprise value
$1,120.0m
Equity value
$808.0m
Cedar Run SolarReviewed
FY2026E EBITDA
$52.1m
Enterprise value
$742.0m
Equity value
$554.0m
MetroLink Fiber1 check
FY2026E EBITDA
$89.6m
Enterprise value
$1,360.0m
Equity value
$954.0m

ExcelCSVJSON

Every portfolio value retains its source file, page, period, and review status.

Phase details

For Northstar Infrastructure Fund III in Q2 2026, nine current documents are selected across Solara Grid Storage, Cedar Run Solar, and MetroLink Fiber. Solara_Q2_Valuation_Memo.pdf, Solara_June_Operating_Update.pdf, and Solara_Asset_Model.xlsx are current; Solara_Q1_Valuation_Memo.pdf is excluded as a prior version.

9 current documents3 investmentsEvery value source-linked
View full details

The problem

The right information is already in the firm’s folders—but it is spread across valuation memos, operating updates, and models. The same number can also mean different things in different files.

What the system does

The system finds the current files, extracts the fields the team needs, shows every value beside its source page, and creates a table only after the checks are complete.

Example 03Live meeting intelligence

Bring the right context into a live client call

Useful context often exists somewhere in the firm, but no one can search every source while speaking with a client.

Listen · 01 / 04

The call begins

Live client call18:42
MCMaya ChenHorizon Infrastructure Partners
JLJordan LeeAdvisory team
SRSam RiveraAdvisory team
Approved transcript · Permitted sources only
Maya“We may be comfortable taking more merchant exposure on the Texas portfolio.”

The system follows only the approved meeting and permitted firm sources.

Search · 02 / 04

The topic becomes searchable

Recognized topicSearching
“We may be comfortable taking more merchant exposure on the Texas storage portfolio.”
Merchant exposureTexasStorage portfolio
@Client emailsMatched
◎CRM notesMatched
▤Project foldersMatched

The system recognizes the relevant concepts and checks approved sources.

Context · 03 / 04

Source-linked context appears

Live client call18:42
MCMaya ChenHorizon Infrastructure Partners
JLJordan LeeAdvisory team
SRSam RiveraAdvisory team
Approved transcript · Permitted sources only
Relevant context3 facts
Prior client position

Investment committee asked for at least 70% contracted revenue on new storage projects.

Email · June 18
Timing constraint

The client wants to avoid projects with interconnection dates after 2029.

CRM note · July 9
Current project detail

310 MW of the 1.2 GW pipeline is modeled with merchant exposure.

Texas Storage Pipeline deck · page 14

A mobile insight sheet rises over the call without hiding the conversation completely.

Brief · 04 / 04

Give the team a useful next move

For the advisory teamSuggestion
Suggested question

You previously targeted at least 70% contracted revenue. Has that requirement changed for this portfolio?

Meeting brief
  • Confirm contracted-revenue preference
  • Check interconnection dates after 2029
  • Reconcile the 310 MW merchant portion
  • Source links attached

Suggestion for the human team

The system suggests a question and prepares a source-linked brief; nothing is sent automatically.

Phase details

Maya Chen says the client may be comfortable taking more merchant exposure on the Texas portfolio. Only the approved transcript and permitted sources are available to the system.

3 relevant facts1 suggested question2 follow-ups

Nothing is sent automatically

View full details

The problem

Someone on the call often remembers that a useful detail exists, but not which email, note, or folder it is in. Searching for it while keeping up with the client is unrealistic.

What the system does

With approved access, agents follow the meeting topic, search only the user’s permitted sources, and surface a few relevant facts with links while the conversation is still happening.

Example 04Workflow automation

Turn a client email into a clean workplan

One message can create work, move a deadline, cancel a request, and question an earlier delivery.

Read · 01 / 04

One email arrives

Client requests1 new message
EM
FromElena Morris · Client CFO
SubjectUpdated diligence requests before Thursday

“Please send the customer concentration analysis and downside bridge by Wednesday at 3 PM. We no longer need the regional revenue cut. Also, can you confirm whether the debt schedule includes the revolver?”

Important phrases are identified without losing the message’s original meaning.

Compare · 02 / 04

Compare with the tracker

Current workplanBefore the email
01Customer concentration02Wednesday · 3 PM03No regional cut04Revolver?
01
Customer concentration analysis

Not started·No deadline

02
Downside bridge

In progress·Friday

03
Regional revenue cut

In progress·Thursday

04
Debt schedule

Delivered·July 18

The system checks each request against the current workplan.

Diff · 03 / 04

Change only what changed

Clean diff4 changes
newCustomer concentration analysis

Analytics · Wednesday, 3:00 PM

updatedDownside bridge

Friday → Wednesday, 3:00 PM

canceledRegional revenue cut

Client no longer needs it

checkDebt schedule

Confirm revolver treatment · Owner: Needs assignment

New, updated, canceled, and unresolved requests remain visibly different.

Draft · 04 / 04

Draft for team review

ResponseDraft
ToElena Morris · Client CFO

“Thanks, Elena—we’ll send the customer concentration analysis and downside bridge by Wednesday at 3 PM. We’ve removed the regional revenue cut from the workplan. We’re checking the revolver treatment in the debt schedule and will confirm today.”

Draft for team review

The workplan is updated and a response is prepared, but the team decides what gets sent.

Phase details

Elena Morris asks for a customer concentration analysis, moves the downside bridge to Wednesday at 3 PM, cancels the regional revenue cut, and asks whether the debt schedule includes the revolver.

1 new task1 updated deadline1 canceled request1 confirmation check
View full details

The problem

A single client email can add new work, move deadlines, cancel old requests, and ask questions about something already delivered. Copying those changes into a tracker by hand is where things get missed.

What the system does

Agents compare the latest message with the current workplan, update only what changed, assign the right owner, and draft a response for the team to review.

Private inquiry

Start with the workflow.

Kairon Insights considers select non-advisory AI, data, automation, and software projects.

Discuss a project