Available Now
13 agents you can open and use today — no account required to try. 7 more are partially implemented and usable.
Coverage & Advisory
Research & Modeling
Market Researcher Agent Produces sector primers, competitive landscape analyses, peer comps, and research notes with investment idea shortlists Open the agent → Financial Model Builder Constructs institutional-quality DCF, LBO, 3-statement, and comps models in Excel from ticker and assumptions Open the agent → Earnings Reviewer Post-earnings updates: model update, earnings note draft, variance table (actual vs. consensus vs. prior) Open the agent →
Fund Administration
GL Reconciler Reconciles general ledger against subledger balances; produces controller-ready exception report Open the agent → Valuation Reviewer Quarter-end portfolio valuations: valuation summary, NAV waterfall, staged LP reporting pack Open the agent → Month-End Closer Controller assistant: accrual schedules, journal entry drafts, roll-forward schedules, variance commentary Open the agent → Statement Auditor Final QC for LP capital-account statements: tie-out table, exception list, sign-off sheet Open the agent → Capital Call Notice Generator Generates LP capital call notices with call details, use of proceeds, wire instructions, and attachment checklist Open the agent → Investor Distribution Notice Drafts LP distribution notices for exit proceeds, dividends, return of capital, carried interest, or preferred return events Open the agent →
Operations & Compliance
Client Onboarding Checklist Generates customized AML/KYC onboarding checklists for financial institutions based on client type, jurisdiction, and risk profile Open the agent → KYC Screener Agent Client onboarding: document extraction, rules evaluation, sanctions/PEP/adverse media screening, escalation packet Open the agent →
Partially implemented — usable today
Financial Analysis Suite (Model Audit + Deck QC + KYC Rules Evaluator) Comps, DCF, LBO, 3-statement models, deck QC, Excel audit — 11 data provider integrations Open the agent → WM Agent Suite (Financial Plan + Client Review + Rebalancing + Tax-Loss Harvesting) Client reviews, financial plans, portfolio rebalancing, tax-loss harvesting Open the agent → Operations Agent Suite (Client Onboarding Checklist) KYC document parsing and rules-grid evaluation Open the agent → IB Agent Suite (CIM + Teaser + Buyer List) CIMs, teasers, buyer lists, merger models, deal tracking — slash commands for IB workflow Open the agent → ER Agent Suite (Initiation + Research Note + Model Update + Thesis Check) Earnings notes, initiations, model updates, thesis tracking Open the agent → PE Agent Suite (IC Memo + Deal Screener + Sourcing Brief + Portfolio Review + AI Readiness) Sourcing, screening, IC memos, portfolio monitoring, AI readiness Open the agent → Fund Administration Suite (Capital Call Notice + Investor Distribution) GL reconciliation, accruals, NAV tie-out, variance commentary Open the agent →
Two Ways to Use Every Agent
Try it self-serve today, or have CEMI deploy it inside your institution.
ibizai — Self-Serve
Open any agent above and use it now:
- Bring your own data — Excel, CSV, PDF, Word, JSON
- Nothing to install, no integrations to configure
- Pick the AI model: Claude, Gemini or OpenAI
- Client-side redaction available before anything leaves the browser
CEMI — Managed Deployment
For a bank, fund or advisory firm:
- Live market-data connectors — S&P Global, FactSet, Moody's, LSEG, PitchBook and more
- The model of your choice, including open-weights models
- Cloud, your private cloud, or fully on-premises
- Aligned to your security, data-residency and AI governance policies
Deploying Inside a Regulated Institution
Capabilities the reference implementation supports and that CEMI configures per engagement — not shipped features, but what we set up when your institution requires them.
On request Single sign-on with Microsoft Entra Agents authenticate against your existing Entra (Azure AD) tenant rather than a separate account system. We register the application in your tenant and configure the gateway to use Entra as the auth source, so access follows the identity and group membership your institution already manages.
On request Sovereign and national cloud deployment Deployment into GCC-High, DoD and 21Vianet national clouds, alongside private cloud and on-premises. Where a data-residency mandate rules out commercial cloud, we deploy into the sovereign cloud your regulator requires, or fully on-premises, using the documented national-cloud endpoints.
On request Access policies per agent Declarative policies governing which people or groups may use which agent. We define the policy set with your compliance team and ship it as configuration, so an agent that touches client data is available to the desks entitled to it and to nobody else.
On request Read-only audit export Compliance can export what the agents produced, without being granted write access. We enable the read-only export path so audit and record-keeping obligations are served without widening permissions for anyone.
Available in a CEMI-managed deployment. Ask us to scope any of these against your requirements.
Tracking parity with Anthropic's upstream repository? See the implementation tracker — module-by-module status, coverage and connectors.
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