Tools

List all deal rooms accessible to the authenticated user. Returns room IDs, names, descriptions, deal type, and status.

Get full details of a specific deal room including document count, member list, folder structure, and metadata.

Create a new deal room with a name and optional description.

List all documents in a deal room, optionally filtered by folder. Returns file names, sizes, upload dates, and AI analysis status.

Get metadata and AI analysis results for a specific document, including entity extraction, red flags, and completeness scores.

AI-powered semantic search across documents. Returns relevant excerpts with citations to the exact document and clause.

List all members of a deal room with their roles and access permissions.

Invite a user to a deal room by email with a specified access role.

List all users in the organization with their roles and status.

Retrieve audit log entries for a deal room showing who accessed what documents, when, and from which IP address.

Get document activity analytics for a room: view counts, unique viewers, time spent per document, and download counts.

List Q&A questions for a deal room, optionally filtered by status.

Post an answer to an open Q&A question in a deal room.

Retrieve an AI intelligence analysis report for a deal room. Reports include: entity_map (companies, people, valuations, dates), red_flags (risky clauses, missing reps), completeness (checklist score), summary (narrative deal summary), benchmarking (vs. market), compliance (FCPA/GDPR/sanctions), negotiation (leverage points), qa_prep (anticipated buyer questions).

Return a structured session briefing for this agent: recent tool calls, pending human-approval actions, active deals, LP roster, open risk alerts, upcoming capital calls, recently uploaded documents, and prior agent runs. Call this at the start of any multi-step FundOS workflow to orient yourself before taking further actions. Costs 2 credits.

Render a pipeline kanban or compute stage counts for deal-flow health.

Read the deal pipeline; optionally filter by stage.

Load full detail on a single deal — counterparty, target size, stage, IRR target, notes.

Enumerate LPs when building per-LP rollups or answering 'who has committed'.

Load full LP detail — commitment, KYC status, and capital-call ledger.

Enumerate covenants the org is monitoring for a portfolio risk dashboard.

Surface unresolved covenant breaches when triaging the daily risk inbox.

Enumerate fund accounts and SPVs when picking a vehicle to compute P&L against.

View term sheets and closings in flight; optionally filter by status.

View active syndications when reporting raise progress.

Inspect a single syndication and its allocation matrix.

List previously generated CIMs, teasers, and one-pagers.

Discover which CIM templates exist before calling fundos_generate_cim.

Discover the full FundOS tool catalogue with parameters, tier, and cost.

Look up a CTM trade's live status when investigating a settlement break.

Find unaffirmed TradeSuite confirms when chasing T+0 affirmation.

Fetch a counterparty's Standing Settlement Instructions via DTCC ALERT.

FundOS vdr tool.

Compute LP/GP splits at exit using the European waterfall (ROC → pref → catch-up → carry).

Compute P&L and NAV over a date range for a fund account or inline journal entries.

Test a covenant value when fresh financials arrive or simulate a what-if scenario.

Score an asset's economics — IRR, MOIC, WAL, full cashflow schedule, and waterfall splits.

Get the T+0 affirmation scorecard for COO/PM reporting.

Add a new deal to the pipeline when an inbound pitch is qualified. Human approval required.

Create a capital call against an LP commitment. Human approval required.

Start a transaction record (term-sheet to closing) and seed default tasks. Human approval required.

Record investor allocations on a syndication. Human approval required.

Add a user to a deal room when onboarding a new collaborator or LP. Human approval required.

Surface risky clauses and extract entities (people, companies, valuations) from a doc bundle.

Draft ODD answers when an LP or consultant sends a DDQ.

Invoke any FundOS tool by name with validated args when its schema is known.

Draft a Confidential Information Memorandum from source docs for IC or LPs.