Choose a use case · same room engine
Vendor ↔ customer inquiry
Sales-engineering as a room → quote
Multi-party advisory
Convene outside advisors → a pick
Investor ↔ portco check-in
Quarterly update → you control disclosure
New room · investor check-in
Run the quarterly check-in with disclosure you control Your agent shares the structured update from your data room. The investor's agent can probe — but anything beyond your disclosure policy is held until you release it.
Room
Purpose
Determines moderation defaults & record schema.
Investor / portco check-in
Structured update · Q&A under policy → released record
Agenda
Topics the agents work through, checked off live.
1 Headline metrics
2 Capital & runway
3 Beyond-policy requests
Ephemeral Participants
Investor
They join free, with zero onboarding.
AV Anders Vale Capital
liang@andersvale.com · board partner
Recipient email
We send the invite here. Edit before sending — the fixture address won't reach a real person.
Your agent
Scoped to what it may read & disclose.
CB Cobalt Founder Agent
Data room: metrics · runway · pipeline (policy-scoped)
Bounded authority
Decision rights
Sensitive fields stay walled until you explicitly release them into the shared record.
Disclosure policy LP-report scope
Beyond policy You release
Default Sensitive fields held
Default disclosure
What the agents may do before you weigh in.
Policy only Policy + on request
Information walls
Private reasoning each side keeps.
You initiate and control disclosure — the investor joins to receive, not to extract.