Agents for every desk in the firm. In your own cloud, with the access of the person who asked.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
@Ledger keep the covenant headroom somewhere we can all watch it
Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.
- Comfortable
- Tight
- Breach risk
- Watch line 0.25x
| Company | Test | Actual | Covenant | Headroom | Status |
|---|---|---|---|---|---|
| Fenwick Tools | Interest cover | 2.1x | 2.0x min | 0.1x | Breach risk |
Fenwick Tools · Interest coverBreach risk
Headroom, trailing 4 quarters 0.7xQ40.6xQ10.4xQ20.1xQ3 Open in workbook Set alert | |||||
| Northwind Logistics | Net leverage | 3.9x | 4.5x max | 0.6x | Tight |
| Harbor Optics | Net leverage | 3.2x | 4.0x max | 0.8x | Tight |
| Sable Marine | Net leverage | 2.9x | 4.0x max | 1.1x | Comfortable |
| Pinecrest Dental | Interest cover | 3.3x | 2.0x min | 1.3x | Comfortable |
| Cormorant Foods | Interest cover | 3.4x | 2.0x min | 1.4x | Comfortable |
| Larkspur Media | Net leverage | 2.4x | 4.0x max | 1.6x | Comfortable |
| Alder Health | Net leverage | 2.1x | 4.0x max | 1.9x | Comfortable |
- Comfortable
- Tight
- Breach risk
- Watch line 0.25x
| Company | Test | Actual | Covenant | Headroom | Status |
|---|---|---|---|---|---|
| Fenwick Tools | Interest cover | 2.1x | 2.0x min | 0.1x | Breach risk |
Fenwick Tools · Interest coverBreach risk
Headroom, trailing 4 quarters 0.7xQ40.6xQ10.4xQ20.1xQ3 Open in workbook Set alert | |||||
| Northwind Logistics | Net leverage | 3.9x | 4.5x max | 0.6x | Tight |
| Harbor Optics | Net leverage | 3.2x | 4.0x max | 0.8x | Tight |
| Sable Marine | Net leverage | 2.9x | 4.0x max | 1.1x | Comfortable |
| Pinecrest Dental | Interest cover | 3.3x | 2.0x min | 1.3x | Comfortable |
| Cormorant Foods | Interest cover | 3.4x | 2.0x min | 1.4x | Comfortable |
| Larkspur Media | Net leverage | 2.4x | 4.0x max | 1.6x | Comfortable |
| Alder Health | Net leverage | 2.1x | 4.0x max | 1.9x | Comfortable |
Find your part of the market. Each tab is the work that segment runs.
Private equity and credit
IC memos, KPI packs, DDQs and capital calls, drafted from the data room and fund records.
- Deal team
- Portfolio ops
- Investor relations
- Fund finance
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
The quarterly review, start to finish. In the channel your team already uses.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
Agents that improve on your work. Same model for four months; the context grew.
Measured in production at Qualcomm. Read the case study
- Task pass rate, same model
- 23% → 98%
- Workflows in production
- 1,600
- Teams onboarded
- 85
Work agents run across the firm. Front office to back.
Investing and research
Clients and investors
Finance and operations
What compliance asks first. Answered by the product.
- The asker's accessAn agent opens only what the person who asked can open.
- Writes wait for a personSends and shared edits pause for an approval.
- Every action loggedAppend-only, exportable to your archive.
- Your cloudModel calls go only to endpoints you allow.
Amazon EKS
Azure AKS- On premises
- Air-gapped
On request:SOC 2ISO 27001Pen test reportCAIQTrust center
Questions from security and compliance reviews.
Can firm data stay in our cloud?
Yes. In your own AWS or Azure account the whole platform runs inside your perimeter, and model calls go only to endpoints you allow, such as Bedrock in your account.
Does it meet books-and-records requirements?
Context is not a records archive. Every run keeps an append-only log that your admins can export into the archive you already use.
Do you have SOC 2 or ISO 27001?
Yes. Request the SOC 2 and ISO 27001 reports from our Trust Center.
Which models can we use?
Claude, GPT, Gemini, Kimi or open-weight models. Point Context at Bedrock in your AWS account, Azure OpenAI in your subscription, a private endpoint or your own keys, and allow only the models you approve.
Your workflow, running in your environment.
Bring a workflow your team runs today and watch it run on your data, with your permissions.