AI Infrastructure for Private Equity

Autonomous AI Agents That Execute

TitanStack deploys supervised autonomous agents that execute repetitive operational workflows so your teams can focus on strategic judgment and portfolio value creation.

TITANSTACK AI

Institutional-grade AI systems designed for private equity value creation.

Time-to-value

Weeks, not quarters

Control model

Human approvals on critical actions

Operating fit

Built around PE operating cadence

The Problem

Manual execution creates drag

Private equity teams still spend significant time on manual, repetitive PE workflows: gathering updates, reconciling data, triaging communication, and packaging reporting.

  • Decision-relevant context is scattered across tools
  • Operators spend time chasing status instead of creating leverage
  • Reporting cycles consume senior time every month

The Solution

Execution with controls, not chaos

TitanStack's AI agents operate with firm-defined guardrails to automate recurring workflows, route approvals, and maintain complete auditability.

  • Supervised task execution with explicit approval gates
  • Cross-system orchestration tuned to firm operating rhythms
  • Action history and outcomes tracked for audit-readiness

Core Capabilities

Custom agent design aligned to firm-specific workflows

Model behaviors and task routing are tuned to your firm’s operating cadence and decision gates.

Multi-tool orchestration (CRM, email, databases, document processing)

Agents coordinate signals across your stack without brittle point-to-point automations.

Human-in-the-loop approval workflows for sensitive operations

Escalation paths ensure operators approve critical actions before execution.

Real-time monitoring dashboard with audit logs

Track agent behavior, throughput, exceptions, and oversight decisions in one control plane.

Use Cases

Deal sourcing

Enrich pipeline signals and surface qualified opportunities faster.

Portfolio monitoring

Continuously track operational KPIs and exception risk across portfolio companies.

Investor reporting

Prepare narrative-ready updates with reconciled metrics and approvals built-in.

Operational support

Automate recurring requests, task routing, and follow-up workflows firm-wide.

Agent Workflow Architecture

Source Systems

Structured + unstructured inputs

CRM + ERP feeds
Inbox + comms
Portfolio data

Agent Core

Reasoning + Orchestration

Control + Execution

Human oversight embedded

Approval checkpoint
Execution engine
Audit log + alerts
Intake
Reasoning
Approval
Execution
Monitoring

Operating Model

Step 1

Observe

Map where manual work accumulates and where response speed directly impacts portfolio outcomes.

Step 2

Execute

Deploy supervised autonomous agents for recurring workflows with clear approval and escalation paths.

Step 3

Scale

Extend orchestration across teams, systems, and reporting cycles while preserving auditability.

Integrations

Salesforce
HubSpot
Slack
Excel
Notion
Google Workspace

Bring supervised agent execution into your PE operating model

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