Marc and a team of Lampi AI agents in a boardroom

AI agents for finance professionals

Hire Marc and his team.

Set them once. Marc and his agents monitor approved emails, meetings, files, and business tools 24/7—starting the right work as signals arrive and delivering it for review before you ask.

Hire Marc NowMeet Marc

Try now. 500 credits offer. ROI in minutes.

Co-built with feedback from employees of

Ready-to-go AI agents

Recruit the specialists your team needs.

Each agent owns a specific job. Set it once, approve the signals it can act on, and it works 24/7—starting from emails, meetings, files, or CRM updates without waiting for a prompt.

Professional Inbox Manager

AI agent

Prepares reply drafts with relevant context from your data and Memory, and applies labels to keep your inbox clear.

Your Inbox
11 drafts ready

Investment opportunity: Ardent

Draft ready

Q3 portfolio review

Draft ready

Follow-up: Northstar meeting

Draft ready

Updated model and IC questions

Draft ready

Project Ember data room access

Draft ready

LP quarterly update request

Draft ready

Intro: Meridian Capital

Draft ready
Professional Inbox Manager profile

24/7Every relevant email

+50 AI agents are ready.

Or create your own by simply explaining what you want Marc to handle.

Explore AI agents

How work gets done

From work signal to review-ready output.

01

Signal

A work signal arrives

MailCRMWebhookMeetingRecord
Outlook
New signal09:42

New CIM received in Outlook

Northstar_Systems_CIM.pdf

186 pages
02

Management

Marc understands and delegates

Marc

Marc

Managing AI agent

Task identified

CIM review

Agent selected

CIM Review Agent

03

Execution

The specialist executes

CIM Review Agent

CIM Review Agent

Working...
04

Delivery

The output reaches your team

Outlook

Draft prepared

Teams

Brief shared

PowerPoint

One-pager ready

Ready for your review

Review, edit, or approve before anything is sent.

You can also discuss and launch AI agents manually

Marc always proposes the next step.

When no agent or routine is configured, each approved email, meeting, file, or context update becomes a suggested task for your review.

Agent capabilities

Everything your AI team needs to deliver professional work.

A team of AI agents that works with your tools, understands your context, and delivers professional outputs your team can review.

Connected to your daily tools

Work across every source and application that matters.

Connect your team's communication, files, market intelligence, CRM, and internal systems so agents can work with the full business context.

Google Drive
Google Calendar
Gmail
Outlook
Microsoft Teams
Slack
Capital IQ
FactSet
Crunchbase
Seeking Alpha
Yahoo Finance
Financial Modeling Prep
Apollo
Dropcontact
Pappers
SharePoint
Dealroom
Internal CRM

Advanced vision processing

Understand complex documents, not just their text.

Read contracts, reports, decks, spreadsheets, tables, charts, and scans while preserving their structure and visual meaning.

Professional slides

Create production-ready materials in your templates.

Turn analysis into editable slides, one-pagers, memos, and tables that your team can refine and export without lock-in.

Template-One-Pager

PowerPoint template

Learning your style

Saving your template

LayoutTypographyColors
Editable investment one-pager generated by Lampi
Fully editable
Download as PPTX
Download as PDF
Open in spreadsheet

Multi-Agent Grid

Coordinate specialist agents to execute complex tasks at scale.

Run research, extraction, analysis, and review in parallel across companies, documents, or datasets with every output visible.

Deal screening grid
4 agents running
Company
Market
Financials
Risks
Helsing
Quantum
Isar
Specialists working in parallel

Workflow triggers

Start work from any approved business signal.

Run agents from email, CRM, calendar, file updates, webhooks, schedules, or direct requests without rebuilding the workflow.

New email

Email

CRM update

CRM

Meeting added

Calendar

File updated

Files

Webhook received

Webhook

Marc delegatesLive
Marc

Signal understood

Context and workflow selected

CIM Review Agent

CIM Review Agent

Starts with the right context

Custom cockpit

Monitor, orchestrate, and act from one command center.

Turn hundreds of data sources and AI reasoning processes into live dashboards that refresh market intelligence, monitor portfolio and deal flow, surface risks, and orchestrate the next action.

Portfolio command center
Live

Estimated value

€245m+12.4%

Key KPIs

Margin72%
Runway18m
Burn€2.1m
EBITDA-€8m

Live intelligence

Reuters

New contract awarded

CRM

Management call logged

Risk score

72

Moderate risk

Automated market intelligencePortfolio & deal flow

Citations and traceability

Trace every answer back to its source.

Inspect the evidence behind every insight, verify conclusions, and keep professional outputs transparent and auditable.

Palantir generated $4.5 billion of revenue in 2025, up 56% year over year from 2024, which indicates very strong top-line momentum.Source

SEC filing

Palantir - 2025 FY PLTR 10-K.pdf

p. 19
For the year ended December 31, 2025, we generated$4.5 billion in revenue, reflecting a56% growth ratefrom the year ended December 31, 2024, when we generated$2.9 billion in revenue.

Deep Search

Run long-horizon research with iterative Deep Search.

Agents plan searches, inspect sources, refine queries, cross-check internal knowledge with the web, and return a sourced brief instead of a one-shot answer.

@Market-Analysis-AgentDescribe the work to delegate...

/deepsearch

Living Work Memory

Clean work memory compounds.

Approved emails, meetings, files, CRM updates, and decisions become one connected work memory. Marc keeps that context structured and current, so every assignment improves the next.

A shared memory that gets more useful with every assignment.

Capture approved work as it happens

Emails, meetings, files, CRM updates, decisions, and agent outputs can update the same shared context.

Keep context clean and connected

Marc links new information to the right projects, people, records, and sources instead of building another disconnected archive.

Carry it into the next assignment

Each specialist can retrieve the relevant history, priorities, and decisions without making your team explain them again.

You choose what Marc can access, remember, and learn from.

Live context graph
12 sources · Memory current

Approved signal

Partner note added

Context reconciled

Project Atlas

Memory updated

Risk view refreshed

Scoped to approved sources

Living work memory

Continuously updated

Approved updates are connected to the people, projects, decisions, and sources your team already knows.

USE CASES

+150 AI Agents used, driving real ROI

Every Lampi agent can move from one-off execution to repeatable routines: monitoring approved signals, preparing the next useful task, and escalating work for review when judgment or approval is required.

Private Equity

Deal screening

Investment memo

Financial model data

LP reporting

Investment Banking

Market & sector research

Target and buyer mapping

Due diligence

CIM and teaser

M&A Advisory

Target identification & scoring

Competitive landscape

Integration roadmap

Board & IC slide

Legal

Contract clause

Compliance report

Due diligence Q&A

Risk & obligation

Strategy & consulting

Competitive benchmarking

Expert interview synthesis

Transformation plan

Industry trend tracking

Asset Management

Lease terms analysis

ESG & compliance

Market comparables

Investor & client reporting

CONTROLLED EXECUTION

Proactive when approved. Controlled by design.

Approved signals

Choose which emails, meetings, schedules, files, and system events are allowed to start work.

Defined boundaries

Set the sources and actions available to each agent. Marc asks when work falls outside those limits.

Review before use

Review drafts, analysis, model updates, and presentation materials before external or sensitive use.

Complete audit trail

Keep every trigger, source, agent step, output, correction, and approval visible to your team.

SECURITY

Designed to handle your most sensitive data

We've made security our core focus from day one to safeguard your company data.

Private deployments

Private deployments available on-request (VPC and on-premises - offline for highly sensitive).

Flexible LLM selection

Pick the models you want - proprietary or open-source hosted in France/Europe.

Enterprise-grade Security

End-to-end encryption (AES-256 at rest, TLS in transit), zero data retention, Single Sign-On (SSO), etc

No Model Training

Your data is never used to train models.

Role-Based Access

Assign user roles and permissions based on data sensitivity levels

Control, Approval & Auditability

Proactive agents use only approved context, follow defined trigger rules, and keep external or sensitive actions behind human review, with every run traceable.

Explore security and controls

Real work.
Measurable impact.

See what changes when specialist agents join the workflow.

reduction in manual data handling

faster creation of corporate slides

due diligence automated

more deals analyzed per analyst

Success stories

"We faced 200 reports, each over 400-600 pages, with more than 600 precise data to capture. Lampi automated the extraction and analysis, and structured the results in its AI grid, giving us a clean, auditable table that was fast and easy to review."
Pierre S.

Director - Consulting Strat

"We co-built with Lampi the most impressive AI agent: it consistently analyzes over 1,200 data points and delivers an 80–100+ page structured IC memo in just hours — instead of days manually. Every section follows our template and is fully sourced."
Estelle A.

Analyst - Private Equity

"Our team can now screen hundreds of potential targets in minutes. AI agents highlight key metrics, allowing us to identify companies that deserve our attention immediately. A process that used to require 2–3 juniors feels like the work of one analyst moving at lightning speed."
Victor C.

Analyst, Growth Equity

"With Lampi, we built dedicated due diligence agents that run first-level checks across financial, legal, and ESG information. It flags risks immediately before we send to counsel for final review. This layered approach makes diligence faster and cheaper."
François R.

Senior Analyst - Private Equity

"I often face data rooms with hundreds of agreements and reports to review. Lampi analyzes and summarizes them in a click, giving me the essentials immediately. What once took me days is now ready in 30 minutes, letting me focus on strategy and client advice."
Tom B.

M&A Lawyer - Law Firm

LATEST INSIGHTS

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The State of AI Adoption in Private Equity — Use Cases, Challenges, and Where It's Going

The State of AI Adoption in Private Equity — Use Cases, Challenges, and Where It's Going

Building Production-Ready AI Agents

Building Production-Ready AI Agents

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Power your organization
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Hire Marc Now

Try it now. 500 credits offer.