Processes

What will AGI do for Execute investment plan?

Authorization of a corporate investment mandate and the identification of surplus cash available for deployment.

Trigger: Authorization of a corporate investment mandate and the identification of surplus cash available for deployment.
Outcome: Capital is deployed into designated investment vehicles and the portfolio is actively tracked for yield and policy compliance.

The work itself

Grounded Work Profile

Review approved investment mandates and corporate liquidity requirementsprocessProfile
Identify and evaluate specific investment vehicles or asset classesprocessProfile
Allocate funds and execute purchase transactions through brokers or financial institutionsprocessProfile
Record investment transactions and associated fees in the treasury management systemprocessProfile
Monitor portfolio performance and risk exposure against corporate investment policiesprocessProfile
Rebalance or liquidate positions based on market conditions or evolving cash needsprocessProfile

How AGI delivers it

Services-as-Software
Get the professional outcome delivered as software, priced on results, not headcount.
Services.do
Autonomous Agents as digital employees
Hire a digital employee that does the job under earned, supervised autonomy.
Agents.do
Business-as-Code
Encode how your work runs, once, as software that executes itself.
Platform.do

Value flow

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