Executive Search

Candidate research, longlist pipelines, and client update workflows.

Candidate research agent

Build role-fit briefs from profile sources.

Client update template

Weekly candidate and process updates.

Search pipeline database

Role, stage, and interviewer signal presets.

Browse hub assets

Agents

Deal diligence analyst

Summarize market, team, and risk signals.

Agents

Weekly partner update agent

Draft partner updates from pipeline changes.

Skills

CRM enrichment skill

Autofill company and people records.

Skills

Deck export skill

Generate presentation-ready summaries.

Databases

Deal pipeline preset

Deals, firms, contacts, and memos.

Databases

Portfolio updates preset

KPI cadence, owner, and follow-up status.

Templates

IC memo workflow

From research to final memo approval.

Templates

Monday pipeline review

Checklist and output package for partners.

Doc templates

Investment memo doc

Standard sections with evidence links.

Doc templates

Board prep brief

Condensed portfolio narrative template.