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CentrlX

Agentic Platform
CentrlX brings agentic AI to the investment industry, purpose-built agents, deep integrations, and enterprise-grade governance that let firms automate complex work without compromising compliance.
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CentrlX

Connect Agents to Trusted Internal & External Data Sources

  • Securely connect approved internal applications, including CRM, file libraries, email, and calendar systems, using pre-built connectors
  • Natively access data already in CENTRL Diligence and Response modules
  • Enrich agent workflows with external sources such as Form ADV data, web search, and other industry data sources
  • Expand connectivity over time with a rapidly growing connector ecosystem built for investment management firms

Launch Expert-Built Agents and Build Custom Workflows

  • Get started quickly with a curated library of pre-built agents and domain-specific skills for Manager Research and Investor Relations
  • Use agents designed by CENTRL industry practitioners and domain experts with decades of experience
  • Tailor agents to your organization’s terminology, methodology, analysis approach, instructions, and preferred outputs
  • Clone pre-built agents or build new custom agents from scratch, with expert guidance to continuously enhance them

Automate Multi-Step Workflows With Human Control

  • Produce rich, professional deliverables including reports, documents, slide decks, and spreadsheets
  • Take action in connected systems, such as creating draft emails, preparing follow-ups, and teeing up record updates
  • Keep humans in the loop to review, refine, and approve outputs and actions before they are shared, sent, or committed
  • Maintain a rich audit history of agent actions, approvals, generated outputs, and changes to agent instructions or configurations

Executive Reporting with Generative AI Workflows

  • Centralize due diligence data into one source of truth to uncover key insights
  • Instantly generate polished summaries and reports for committees and clients.
  • Detect emerging risks, trends, and anomalies in real time.
  • Deliver consistent, contextual insights for faster, smarter decision-making.

Manage Agents With Built-in Governance Model

  • Centrally manage agent creation, configuration, access, and deployment with role- and team-based permissions
  • Control which agents, skills, and approved data sources users can access, including for real-time chat
  • Monitor agent usage, feedback, and adoption to continuously improve quality and enforce governance policies
  • Integrate with agent control planes as needed

Resources

Getting Inside the Mind of an Allocator: How Agentic AI is Redefining Meeting Preparation
Blog Post

Getting Inside the Mind of an Allocator: How Agentic AI is Redefining Meeting Preparation

Every investor meeting matters. Often, the challenge is that getting to that level of preparation has traditionally been incredibly manual. Investor Relations and Business Development teams spend hours, even days, searching through CRM notes, consultant databases, public filings, board minutes, market intelligence, and internal meeting summaries, trying to assemble a complete picture of the prospect. Even then, they're often left with fragmented information and unanswered questions.
Eric Hoerdemann
Jul 15, 2026
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6 min read
Webinar on Demand: Agentic AI for IR & Allocators
Webinar

Webinar on Demand: Agentic AI for IR & Allocators

The conversation around AI in investment management has shifted. It's no longer about whether the technology is ready; it's about how to deploy it wisely. We recently hosted a webinar in partnership with AIMA, featuring key allocator and manager panelists who are deep in the work, and five themes emerged clearly.
Jun 16, 2026
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