- Problem
- Investment work spans conversations, documents and tools. A useful agent needs to retain context, learn the firm's way of working and complete workflows, not just answer isolated questions.
- What we did
- A Claude-powered managed agent, built cloud-hosted and multi-user with a proprietary internal harness, custom tools, an MCP layer and a context engine. Users work with it through Slack and sanbo.io. Model-provider processing meets zero data retention requirements, while a separate firm-controlled memory layer remembers previous conversations and skills taught by users. Those skills range from reproducing a branded report template to running end-to-end startup investment research, including benchmarking.
- For your company
- An agent can work across your team's tools, remember prior work and learn your processes, with a clear separation between internal memory and what model providers retain.
Result
- Slack + sanbo.ioshared cloud agent
- Zero retentionfor model-provider data processing
- Persistent memoryconversations and user-taught skills
