Go beyond standalone AI with the context, integrations and controls needed to run complex work from start to finish.
01
Context Graph
Turn scattered private markets documents into firm memory.
CRR707 Context Graph connects fund reports, data rooms, memos, emails, entities, relationships and source evidence — so every workflow starts with the full picture, not a blank prompt.
- —Entity & relationship resolution
- —Deal, fund and counterparty memory
- —Source evidence on every node
- —Permissioned by deal team
02
Workflow Agents & Automation
Agents that run the diligence, not just answer questions.
Financial, commercial and legal workstreams run end to end — extraction, reconciliation, red-flag detection, exception routing and analyst review queues.
- —Multi-step, branching workflows
- —Exception & approval routing
- —Human-in-the-loop checkpoints
- —Reruns on every data room update
03
Document Generation & Management
Investor-ready materials — tables, slides, docs — fully editable, no lock-in.
IC memos, diligence summaries, red-flag registers and financial exhibits generated in your house format and exported to Word, Excel and PowerPoint.
- —IC memo & summary drafting
- —Excel models and exhibits
- —Version history and audit trail
- —Native export, no lock-in
04
Integrations & MCP
MCP or API, no setup needed, supports custom integrations.
Connect your firm's data and the market data you already pay for. CRR707 speaks MCP natively, so agents reach systems without bespoke glue code.
- —SharePoint, Box, OneDrive, Drive
- —Data rooms & CRM
- —Market data, filings, transcripts
- —Custom MCP servers
05
Document Automation
Read complex documents, extract the facts, keep the evidence.
CIMs, LPAs, credit agreements, QoE reports, leases and statements parsed into structured fields with page-level citations behind every value.
- —Tables, footnotes and scans
- —Page-level citations
- —Confidence scoring
- —Bulk data-room ingestion
06
CRR707 Knowledge Hubs
One place the whole firm asks questions of.
Curated hubs per fund, sector or portfolio company that stay current as documents land — searchable, cited and shareable across investment, legal and ops.
- —Per-fund and per-deal hubs
- —Always-current as docs arrive
- —Cited answers only
- —Shareable across teams
07
CRR Agent Templates
Start from agents built by people who have run the process.
A library of ready diligence agents — QoE reviewer, covenant checker, LPA abstractor, market-map builder — that you can clone, edit and make your own.
- —Templates per workstream
- —Clone and customise
- —Firm-specific SOPs baked in
- —Version-controlled
08
Skills
Teach CRR707 how your firm does the work.
Skills encode your underwriting standards, memo formats, scoring rubrics and house conventions so every agent applies them the same way on every deal.
- —Reusable across agents
- —House formats & rubrics
- —Versioned and reviewable
- —Build once, deploy across teams
09
Darwin
Workflows that improve every time they run.
Darwin evaluates agent output against your reviewers' corrections, then evolves prompts, skills and routing so accuracy climbs run over run.
- —Eval sets from real reviews
- —Automatic prompt & skill tuning
- —Regression tracking
- —Improve over time, measurably
10
Claude CRR707
Prompt CRR707 from any Claude conversation.
The CRR707 MCP server puts your firm's context, documents and agents inside Claude — memory activates automatically, and outputs come back cited.
- —MCP server for Claude
- —Firm memory activates in-chat
- —Run agents from a conversation
- —Same permissions, same evidence