Agentic Investor OS

An agentic operating system for thesis, deal flow, diligence, memos, portfolio support, and investor communications.

Agentic Investor OS helps investors, founders, angels, accelerators, and portfolio operators turn scattered opportunities into structured diligence, memos, risk registers, and support loops.

It is a workflow and research-organization system. Investment, legal, tax, accounting, and regulated decisions require qualified human review.

First-Win Workflow

thesis -> opportunity intake -> diligence queue -> memo -> risk register -> decision gate -> portfolio support loop

What It Produces

Artifact	Purpose
Thesis brief	Defines mandate, market lens, exclusions, and evidence needs.
Opportunity intake	Captures startup, asset, fund, market, or partnership context.
Diligence memo	Summarizes evidence, questions, risks, and decision criteria.
Risk register	Tracks business, market, technical, legal, financial, and execution risks.
Portfolio support plan	Turns post-decision help into concrete 30-day support.
Investor update brief	Converts portfolio state into clear stakeholder communication.

Agent Swarm

Agent	Output
Thesis Architect	Thesis, mandate, exclusions, and evidence bar.
Deal Intake Analyst	Opportunity summary and missing information list.
Diligence Lead	Evidence queue, source needs, and open questions.
Market Analyst	Market map and competition questions.
Product Analyst	Product, user, workflow, and differentiation notes.
Technical Analyst	Architecture, implementation, and technical-risk notes.
Memo Editor	Investor memo or founder-facing packet.
Portfolio Support Lead	30-day support plan and operating cadence.
Compliance Sentinel	Blocks regulated claims and routes expert review.

Core Files

File	Purpose
AGENTS.md	Agent roles and repo rules.
SKILLS.md	Skill inventory and activation model.
WORKFLOWS.md	Canonical investor workflows.
LOOPS.md	Operating loops for thesis, diligence, portfolio, and communication.
registry/investor-os.json	Machine-readable module registry.
templates	Diligence memo, risk register, and support-plan templates.
examples	Public-safe example intake.
Investor OS Playbook	Operating playbook for thesis, intake, evidence, memo, risk, update, and support lanes.
README Quality Notes	Public-safe documentation and claim-quality rules for this module.

Standard Alignment

This repo implements the Agentic Operating System Standard as an Investor OS module.

Compliance target: L3-agent-os moving toward L4-standard-module.

Use It

Validate:

npm run validate

Start a memo:

cp templates/diligence-memo.md docs/work-in-progress-memo.md

Start a risk register:

cp templates/risk-register.md docs/work-in-progress-risk-register.md

Start a diligence sprint:

cp templates/diligence-sprint-plan.md docs/work-in-progress-sprint-plan.md

Draft an investor update:

cp templates/investor-update.md docs/work-in-progress-update.md

Safety

• No autonomous investment decisions.
• No legal, tax, accounting, securities, or compliance conclusions.
• No confidential company data in public examples.
• No public claims without evidence.
• No outreach or publication without human approval.

Commercial Path

The public repo is the starter. Paid offers can include diligence sprints, portfolio support systems, investor update systems, data-room organization, and private pro plugins.