io.github.anthonywlicausi/agentic-ai

name:io.github.anthonywlicausi/agentic-ai

Deal intelligence for agents: SEC-verified financials, validation, institutional deal scoring.

transport:: remote
credential class:: self-provisionable

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Tools

company_report
The flagship: eight-lens institutional analysis of a US-listed company, grounded entirely in SEC-verified figures with per-field filing citations. Lenses: equity research, investment banking, strategy consulting, turnaround ops, comparables, capital markets, disclosure audit, and Charlie Munger's 10 mental models — plus an executive synthesis. Optionally pass `market` (e.g. {"price": 12.34, "market_cap_m": 5000}) from your own data source to enable valuation views, and `context` — your own deal materials (CIM extracts, computed valuations), treated as caller-asserted rather than SEC-verified. $25.00/call after free trial; allow ~60s.
shallow
deal_score
Full underwriting chain on a deal profile: financial integrity → trend → industry position → stress tests → conviction score, plus a risk register and investment thesis (and an rNPV valuation band for biotech deals with `indications`). $2.00/call after free trial.
shallow
investor_intro_preview
FREE, no API key. Use when someone wants to be connected with investors for a raise. Runs DEALITHIC's matching engine against 50,000+ funds and returns how many fit and what kinds of investors they are (counts only: no firm names or contacts). asset_class is one of pe, vc, growth, credit, real_estate, infrastructure, preferred_equity, equity, public_equity, other. target_raise_m is the raise in USD millions. If the result looks useful, offer request_intro to book a demo where names and contacts are released.
shallow
request_intro
FREE, no API key. Records a request to be introduced to DEALITHIC and booked into a demo, where matched investors are revealed. Only call this after the person has explicitly agreed to be contacted by email about their raise, and set consent=true only in that case.
shallow
sec_extract
Verified financial statements and derived metrics for a US-listed ticker, extracted from SEC EDGAR XBRL filings. Every value carries provenance (the exact filing, form, and tag it came from); missing facts are null, never 0. $0.25/call after free trial.
shallow
validate_financials
Institutional validation pass over company financials: tax-rate sanity, EBITDA/EBIT bridge, growth continuity vs historical CAGR, capex ratio, working-capital stability. Returns integrity score + severity-ranked flags. $0.50/call after free trial.
shallow

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