> AI-NATIVE BY DESIGN

The ComCap Platform

A standing bench of agents, a single system of record, and the same governance discipline on every material decision — this is how the leverage actually gets built, not just claimed.

The Other Bench

The Agents Behind the Bankers

ComCap runs AI-native: a standing bench of agents drafts, monitors, reviews, and challenges every material decision before a human signs off on it. They don't do the deal — they make sure the humans above can.

95 deals
19 deals
4 deals
3 deals
4 deals
3 deals
New York
San Francisco
Boston
Chicago
Dallas
Denver
Philadelphia
Seattle
Portland, OR
Buenos Aires
New Delhi
Manila
San Juan, PR
Washington, DC
Aron Bohlig
Aron
Andrew Sickinger
Andrew
Ken Allen
Ken
Stanley Gorodesky
Stanley
Nas Chobanov
Nas
Ariel Boyman
Ariel
Vallabh Desai
Vallabh
Eric Healy
Eric
Colleen Juiliano
Colleen
Michael Lewis
Michael
Okan Inaltay
Okan
Todd Jaquez-Fissori
Todd
Mike Willoughby
Mike
Todd Greer
Todd
Luis Torres
Luis
Helem Pontes
Helem
Sakshi Goel
Sakshi
Jewell Simbulan
Jewell
VP
Vipul
Neo
Neo
ComCap Agent
ComCap
Wren
Wren
Fable
Fable
cloud
Sol
Sol
cloud
SuperGrok
SuperGrok
cloud
19 senior bankers & advisors|145+ closed transactions by our bankers, incl. prior firms|15 countries|$40B+ in advised transactions

Sell-Side Execution

Agentic Flow for Sell-Side Execution

How a sell-side mandate actually moves — in parallel, and with real loops back to the start.

Conferences & City Visits: An MD works the floor at an industry conference and comes back with corp-dev and CEO contacts no data platform produces.
Conferences & City Visits
Data-Platform Research: Buyer discovery across Apollo.io and Exa neural search, plus manual research through Capital IQ where a licensed session is available.
Data-Platform Research
Tombstones & Reports: ComCap's own closed deals and published research are the origination anchor — the theme comes from the proof asset.
Tombstones & Reports
CLSR: The system of record. Every company, contact, and buyer-status change reads and writes through here.
CLSR
ComCap Agent: Drafts the CIM outline, teaser copy, and the buyer universe.
ComCap Agent
ComCap Memory: Which objections recur, and what worked, across every prior mandate.
ComCap Memory
Wren: Executes the approved sequence and logs every response back to CLSR.
Wren
Fable: Reviews the narrative and the buyer list before anything sends.
Fable
Sol: Attacks the valuation story and the buyer-fit premise.
Sol
Sequences Engine: The outbound send mechanism — email, task, and LinkedIn steps on a real cadence.
Sequences Engine
MD Bankers: Relationship, management calls, and negotiation — the human judgment nothing here replaces.
MD Bankers
Live Buyer Process: The mandate itself, walking IDENTIFIED through LOI to CLOSED — or PASSED, with a reason.
Live Buyer Process

Scroll to watch the flow.

Fable and Sol reviewing deal content, not just code, is this page’s extrapolation of ComCap’s real engineering discipline — not a feature that ships in CLSR today. Apollo.io, Exa, and HubSpot are confirmed automated integrations; Capital IQ research happens through a manual session connector, not an automated feed. PitchBook and Grata are not integrated and are deliberately left off this diagram.

Buy-Side Execution

Agentic Flow for Buy-Side Execution

A 12–14 week acquisition program, run as a repeating cycle — not a funnel that empties once.

Conferences & City Visits: An MD meets a target CEO or their board directly — the off-market companies that will never run a process.
Conferences & City Visits
Data-Platform Research: The category screened against the criteria via Apollo.io and Exa neural search — plus manual Capital IQ research where a licensed session is available — 50-100 targets a cycle.
Data-Platform Research
Tombstones & Reports: Prior buy-side mandates and sector research anchor which two or three verticals get defined this cycle.
Tombstones & Reports
CLSR: The system of record. Every target, screen result, and opportunity-review recommendation reads and writes through here.
CLSR
ComCap Agent: Screens the category and drafts the direct-approach outreach — CEO or board, not an intermediary.
ComCap Agent
ComCap Memory: Which approach patterns actually converted, weighted against every buy-side mandate since founding.
ComCap Memory
Wren: Runs outreach across the full category and logs every reply back to CLSR.
Wren
Fable: Reviews the approach sequence — direct-to-CEO vs. banker intro — before it goes out.
Fable
Sol: Attacks the target list — are these names genuinely off-market and interested, or just reachable?
Sol
Sequences Engine: The outbound send mechanism, clearing the market on a real cadence rather than one broadcast.
Sequences Engine
MD Bankers: Structures the deal — debt, cash, earnout — and negotiates. Buyers pay for talent, data, workflow, or distribution; the banker prices the one actually needed.
MD Bankers
Opportunity Review: Every target gets a recommendation: close, stay in touch, or drop. The pipeline does not reset when one falls away.
Opportunity Review

Scroll to watch the flow.

Fable and Sol reviewing deal content, not just code, is this page’s extrapolation of ComCap’s real engineering discipline — not a feature that ships in CLSR today. Apollo.io, Exa, and HubSpot are confirmed automated integrations; Capital IQ research happens through a manual session connector, not an automated feed. The 12-14 week cycle, target-screening volume, and 90% conversation-rate figures are drawn from ComCap’s own live buy-side advisory content, approved by Aron Bohlig, 2026-08-01.

The Stack

Every piece of it is real

Nothing below is aspirational. This is what CLSR and the agent bench actually run on today.

AI & Governance

Claude (Opus, Sonnet, Haiku)

Strategy, execution, and routine automation, routed by task difficulty and call volume.

GPT-5.6 (Sol, Terra, Luna)

OpenAI's frontier, balanced and fast tiers — offered in CLSR chat and used for independent review.

Grok

xAI's high-reasoning model — one of the review models.

Fable

Adversarial design reviewer.

Sol

Independent cross-check — attacks the premise, not the implementation.

The Adversarial Loop

Independent reviewers from different model families check agent-authored changes before they ship.

Research & Data

Apollo.io

Contact discovery and firmographic enrichment, per-firm API key.

Exa

Neural company search for target and acquirer discovery.

HubSpot

CRM sync for companies, contacts, and email history.

Clay

Enrichment ingest pipeline with a full audit trail.

Outreach & Relationship

Sequences Engine

Multi-step email/task/LinkedIn outbound campaigns on per-user Gmail OAuth.

Gmail & Zoom Auto-Import

Meeting summaries and inbox replies become Contacts, Companies, and Tasks automatically.

Fathom

Source of record for call transcripts and AI call summaries.

Slack

Bot, DMs, and channel triage — the team's day-to-day interface into CLSR.

Platform & Infrastructure

CLSR

The system of record — every company, contact, deal, and buyer status change flows through it.

Next.js + Prisma + Neon

The application, ORM, and serverless Postgres it runs on.

AWS S3

Document and attachment storage.

Railway

Deployment — DDL applied automatically before a new build takes traffic.

Wren on mercury

The resident execution agent on ComCap's own servers — a standing coding session, routed to whichever subscription seat has capacity.

Paperclip

The task queue Wren and the team both work from.

Since August 2026

City Campaigns

Prospect lists built city by city on ComCap's own servers, with each company qualified and its leadership identified before outreach.

CallInsight

Call transcripts turned into structured buyer and prospect signals that land back in CLSR.

TypeSafe

Typed AI judgments — sector, buyer type, fit — that screen prospects consistently instead of by keyword rules.

CLSR Connector

More than 150 CLSR actions available inside Claude, including Capital IQ company and M&A lookups through a licensed session.

Leverage, Not Replacement

The agents clear the path. The bankers still run the negotiation.

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