New Release: AgentFlow Playbooks

We just launched AgentFlow Playbooks—pre-built, production-ready AI workflows that mirror real-world use cases in financial services.

With them, you can now build out and start running agentic workflows in literal seconds, or use them as a starting point for later customization.

Why it matters:

• Faster time-to-value with pre-configured agent workflows

• Lower risk through structured, repeatable automation

• Easier experimentation without heavy engineering effort

• Designed for regulated, high-stakes environments

Playbooks are optional so you can still build custom workflows from scratch, but they remove friction when speed, clarity, and reliability matter most.

Boosting Deal Sourcing With AI in Private Equity: Best Practices

Forward-looking PE firms are using AI to improve deal sourcing in more ways than one.

In this post, we explore five AI-driven strategies in depth, from identifying targeted prospects to matching deals with the right capital partners.

Discover actionable ways to optimize your PE deal sourcing:

The Real Starting Point for AI Success

AI success = Pain chosen wisely × Execution speed.

Most teams start with strategy decks and alignment meetings—and never ship.

Teams that win with AI do this instead:

• Identify one measurable business inefficiency

• Build an agent to fix that single workflow

• Prove ROI in under 8 weeks

• Scale what works

Across credit unions, private equity, insurance, and more, the pattern is clear:

They don’t chase AI. They chase value.

The fastest path to an AI win starts with a pain you can measure.