SmallPE Agentic Investment Team
Documentation for the AI-First Investment Team
Five specialized agents working in harmony to revolutionize private equity
AI-First Investment Team Architecture
Orchestrated Intelligence
The SmallPE Agent Swarm consists of five specialized AI agents, each with distinct roles and capabilities, working together under the coordination of a Managing Partner agent. This architecture enables parallel processing, specialized expertise, and seamless collaboration across the entire investment lifecycle.
Each agent operates with advanced AI models (Claude Opus/Sonnet), has access to comprehensive toolsets, and maintains dedicated workspaces for their specialized functions.
Key Features:
- • Parallel processing capabilities
- • Specialized domain expertise
- • Automated workflow orchestration
- • Ruby-based tool development
The Team of AI Agents
Managing Partner
Strategic Orchestrator & Decision Maker
Core Responsibilities:
- • Coordinate entire deal pipeline across all agents
- • Make strategic investment decisions
- • Prioritize deal opportunities and resource allocation
- • Ensure alignment between thesis and execution
- • Oversee AI-native competitive advantage
Technical Capabilities:
- • Model: Claude Opus
- • Connections: All agents (Oracle, Athena, Helios, Logos, Hermes)
- • Special Tools: Pandoc MCP for document conversion
- • Full toolset: Read, Edit, Write, Bash, WebFetch, WebSearch
Focus: Building SmallPE as an AI-native firm with intelligent automation at its core, creating a flywheel effect where every deal makes the firm smarter.
Oracle
Investment Thesis Development & Macro Trend Analysis
Core Responsibilities:
- • Macro data synthesis from academic papers, patents, VC trends
- • Emerging theme identification using weak signal analysis
- • Thesis stress-testing through scenario analysis
- • White space mapping in competitive landscapes
Technical Setup:
- • Model: Claude Opus
- • Directory: ./thesis-development
- • Tools: Read, Edit, Write, Bash, WebFetch, WebSearch
- • Focus: Ruby script development for analysis
Mission: Identify high-potential, defensible investment opportunities by synthesizing trends and ensuring SmallPE invests ahead of the curve.
Helios
Deal Sourcing & Initial Screening
Core Responsibilities:
- • Multi-channel deal sourcing automation
- • Intelligent screening using Oracle's thesis
- • Relationship intelligence and network mapping
- • Generate comprehensive opportunity snapshots
Technical Setup:
- • Model: Claude Opus
- • Directory: ./deal-sourcing
- • Connections: Oracle (for thesis alignment)
- • Tools: Full web research and analysis suite
Goal: Build the most qualified deal pipeline in the lower-middle market through intelligent automation and relationship mapping.
Athena
Comprehensive Due Diligence Orchestrator
Core Responsibilities:
- • Multi-workstream diligence coordination
- • Automated data extraction and verification
- • Risk identification and mitigation planning
- • Create unified source of truth for deals
Technical Setup:
- • Model: Claude Opus
- • Directory: ./due-diligence
- • Connections: Helios (receives screened deals)
- • Focus: Ruby automation for data processing
Mission: Transform due diligence from manual, fragmented process into automated, comprehensive analysis that serves as definitive deal reference.
Prometheus
Business Evaluation & Value Creation Mapping
Core Responsibilities:
- • Positive-minded assessment with realistic lens
- • Systematic value creation opportunity mapping
- • Challenge identification with mitigation framing
- • Business quality assessment and recommendations
Technical Setup:
- • Model: Claude Opus
- • Directory: ./business-evaluation
- • Connections: Themis (evidence verification)
- • Tools: Excel/PDF to Markdown converters, full analysis suite
Mission: Create comprehensive, growth-oriented evaluation reports that identify value creation opportunities and honestly document challenges.
Themis
Evidence Verification & Reference Tracking
Core Responsibilities:
- • Systematic verification of claims and assessments
- • Evidence chain management with precise references
- • Gap identification and diligence recommendations
- • Verification status tracking and quality assessment
Technical Setup:
- • Model: Claude Sonnet
- • Directory: ./evidence-verification
- • Connections: Prometheus (business evaluator)
- • Tools: Excel/PDF to Markdown converters, evidence tracker
Mission: Ensure every claim in evaluation reports is backed by documented, verifiable evidence with rigorous reference tracking.
Logos
Financial Modeling & Valuation
Core Responsibilities:
- • Automated model population & assumption triangulation
- • Monte Carlo simulation for probabilistic returns
- • Value creation bridge visualization
- • Comprehensive scenario analysis
Technical Setup:
- • Model: Claude Opus
- • Directory: ./financial-modeling
- • Connections: Athena (receives diligence data)
- • Specialty: Ruby mathematical/statistical libraries
Goal: Transform financial modeling from static spreadsheets to dynamic, probabilistic exercises that quantify uncertainty and highlight key value drivers.
Hermes
Financing & Deal Closing
Core Responsibilities:
- • Lender matching from proprietary databases
- • Automated CIM drafting assistance
- • Dynamic closing checklist management
- • Continuous process optimization
Technical Setup:
- • Model: Claude Sonnet
- • Directory: ./deal-closing
- • Connections: Logos (receives financial models)
- • Focus: Document generation & project management
Mission: Streamline financing and ensure flawless deal execution by automating routine tasks and eliminating bottlenecks.
Agent Workflow & Connections
Deal Pipeline Flow
How agents collaborate throughout the investment lifecycle
Thesis Development
Oracle identifies investment themes
Deal Sourcing
Helios sources and screens opportunities
Due Diligence
Athena orchestrates comprehensive analysis
Financial Modeling
Logos builds probabilistic models
Deal Closing
Hermes manages financing and execution
Managing Partner Orchestration
Coordinates all agents and makes strategic decisions throughout the process
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