Agentic Operations: Signature capability
A grown-up company,
from day one.
The full back office of a real company (finance, governance, corporate secretary, investor relations, IT and brand), delivered as a designed team of AI agents on a white-label platform, run to a professional standard, with an experienced operator on top. Not tools you run yourself: a team that does the work.
13 seats
A full back office, from day one
on a white-label platform, built on frontier AI
Prefer to listen? Two episodes
The overview
~16 minA conversational walk-through of how the agentic back office works.
Building an investor-grade data room
~25 minA deep dive into what a top-notch data room really contains, and the six-phase process to get one investor-ready.
The gap
Great companies with unbuilt back offices.
Big companies have departments for the books, governance, the data room, reporting and compliance. Founders and micro-companies have the founder doing it badly at 11pm, or not at all. That gap is where good companies quietly fail.
The pre-money startup
The idea is worth a fortune; the company is a mess. No clean books, no cap-table discipline, no minutes, no data room. In diligence, a fundable idea meets an unfundable company, and the round stalls.
The ungoverned micro-company
Real revenue, no process. No management accounts, filings slipping, tax exposure building in the dark, the cap table in the founder's head. The founder is the bottleneck for everything.
What it actually is
Not an app. A company, built in four layers.
The part most people miss on first hearing: this is not one bespoke setup per client. It is a platform, and every company runs on it as a tenant. That is what makes the standard high, the cost low, and the quality identical from the first company to the hundredth.
The operator
An experienced human on top: supervises the team, makes the calls an agent shouldn't, and is accountable to you.
Your tenant
Your identity and facts become one simple profile; the platform stamps out your own-branded team. White-label.
The platform
The design on top of the model: every seat built to its profession's standard, one orchestrator, draft-never-execute governance. The moat.
Frontier AI (Anthropic's Claude)
The raw engine. Brilliant, tireless, and available to everyone. On its own, a blank intern with no company around it.
We don't sell you the AI. We sell you the company built on it.
White-label
Yours, on a shared platform.
You come on board by supplying one thing: a profile of your company. Two companies on the same platform differ by a config folder, not a code branch.
Runs on the platform
- The core chassis, the role templates, the render that stamps your team
- The standard of excellence each seat is held to, and every improvement to it
- The document, brand and e-signature machinery
- The security baseline and connector wiring
Yours, and only yours
- Your profile: identity, facts, the seats you switch on, connectors
- Your own-branded agent team, once stamped
- All your business data: books, documents, cap table, minute book, data room
- Every decision and every sign-off. The gates are always yours
The team
One company, fully staffed. Your profile decides which seats switch on.
Always on
Chief of Staff
Takes your intent, routes the team, hands you one decision-ready result.
CFO
Management accounts, analysis, forecasts, the finance narrative.
Bookkeeper
Double-entry books, reconciliations, the statutory financial return.
Corporate Secretary
Minute book, resolutions, cap table, the data room.
Investor Relations
The annual report, fact sheet and investor data room.
IT Manager
Systems & license register, security baseline, access provisioning.
Marketing & Comms
Brand identity, website, credentials and portfolio.
- Switch on as you scale
- Business Controller · HR · Process Audit & Improvement
- Product / venture
- COO · CTO
- Vertical plug-in
- Quality Manager (physical-product: ISO, yield, clean-room)
Scope by design
What stays human. What's coming next.
A serious back office knows what not to automate, and grows on purpose, not all at once.
Kept human, by design
Treasury & payments
Moving money is irreversible. Agents prepare and reconcile; a human authorizes and releases.
Payroll
Paying people is sensitive and personal. It stays under human control.
Employment contracts
Binding a person to the company is a human, legal act, not a hand-off.
Coming next
Sales
Invoice processing and light order-to-cash: raise, track and reconcile what's owed.
Procurement
Critical-purchasing discipline: structured RFPs and side-by-side quotation comparison.
ABC costing & benchmarking
Real per-unit economics and industry benchmarks, captured from day one, not bolted on before a raise.
We don't automate what must not be automated. Agents prepare; a person holds the money, the payroll, and the signature.
How a company comes in
From your world to a running company, in four steps.
01
Profile
We capture the one company-specific thing: your identity, entity facts, the seats and verticals you switch on, and your sign-off model.
02
Stamp your team
From the profile, the platform renders your own-branded agent team, validated so no other company's assumptions leak in.
03
Foundation build
The team stands the back office up to diligence-ready: opening books, the governance skeleton, a reconciled cap table, a data room.
04
Operate
The standing team runs the rhythm; the operator supervises; you decide at clean gates. A monthly close and a decision pack.
How it works
Four principles that make it work.
Designed to a standard
Every seat starts from its discipline's defined standard of excellence (award criteria, best practice) and self-scores against it. The default output is institutional-grade, not amateur.
A company, not vendors
One orchestrator, one shared queue. Seats hand off to each other and escalate only what needs a human. You get coherent, cross-checked output: a company, not a pile of deliverables.
Human judgment at the gates
The agents draft and reconcile to the standard; you and an operator decide at clean approval gates. Nothing is filed or treated as final without a person signing off.
An operator on top
Not a call centre, not a self-serve app. An experienced operator supervises the team, catches what an agent shouldn't decide alone, and owns the relationship with you.
Proven, not theoretical
We run two real companies on it, from one core.
As different as two small companies get. Same platform, two config folders. That is the white-label claim, proven rather than asserted.
Crosspointthe operational tenant
- A BVI Annual Financial Return filed, off clean books
- Board resolutions and solvency certificates e-signed to a minute book
- An annual report built to international award criteria, with a data room
- A cap table reconciled to the share register; a ledger that passes checks
- A governed DMS: every document numbered, registered, diligence-ready
A deep-tech venturethe venture tenant
- Same platform, a different shape (a physical-product company)
- Its profile switches on the Quality Manager vertical and the CTO seat
- An ISO-track quality system and an engineering sign-off chain
- A technology dossier built to survive technical diligence
- None of it rebuilt. It plugged in from the profile
Everything we ask a client to trust, the platform already does for itself, twice over.
Investor-ready by default
The data room, the doc suite, the reporting rhythm.
For a founder who will raise, this is the outcome that matters most, and the one almost nobody understands the true scale of. A top-notch data room isn't a folder of files uploaded the week the term sheet lands. It's a curated, indexed, disclosure-disciplined package spanning a dozen workstreams, built to survive an institutional investor's scrutiny.
This is a huge undertaking: months of cross-functional expert work across accounting, governance, legal, tax, IP and IR, and it is the single most common reason a fundable company stalls in diligence. Most founders discover, too late, how much isn't there. The agentic team does that work in parallel and holds each discipline to its standard; the operator signs off that everything ties.
What's really inside: twelve workstreams, one room
Corporate & governance
- Incorporation & constitution
- Statutory registers
- Board & shareholder minutes / consents
- Delegation-of-authority matrix
Cap table & securities
- Fully-diluted cap table = share register
- Share certificates & transfers
- Options / SAFEs / convertibles register
- Founder & vesting agreements
Financials & accounting
- Audited / management accounts
- The operating model & assumptions
- Accounting policies
- Bank & control-account reconciliations
Tax
- Registrations & returns
- Residency / permanent-establishment position
- Transfer-pricing & related-party basis
- Elections & rulings
Legal, regulatory & compliance
- Licences & permits
- Regulatory correspondence
- AML/KYC, data & conduct policies
- Compliance calendar
Material contracts
- Customer & supplier agreements
- Partnership / JV / agency terms
- Leases
- Financing & security documents
IP & technology
- IP register: patents, marks, domains
- Assignment / invention chain (clean title)
- Open-source & licence inventory
- The technology dossier
Product, market & traction
- Product overview & roadmap
- Market sizing & pipeline
- KPI / traction pack
- Customer references
People & HR
- Org chart & key-person map
- Employment & contractor agreements
- Equity incentive plan
- Key HR policies
Data, privacy & IT security
- Data-processing register & privacy policy
- Security baseline: MFA, access, backups
- Systems & SaaS register
- Incident / DR posture
Insurance & risk
- Policy schedule: D&O, liability, cyber
- The risk register
- Business-continuity plan
Litigation & disputes
- Current & threatened matters
- A clean 'none / disclosed' letter
- Historic settlements
And the wrapper. The wrapper that makes it a room, not a dump: a master index, strict naming and version control, redaction and tiered access, a live Q&A tracker, and real disclosure discipline (a forward-looking-statement legend, a value-vs-capture split on contingent interests, and consistent generic naming for third parties).
The process to get there
Six phases, one standing room.
A top-notch data room is built, not assembled. This is the sequence the team runs, and then keeps running, so the room is permanently raise-ready.
- 1
Diagnose
Inventory everything that exists against the institutional standard and map every gap. This is where founders discover how much isn't there.
- 2
Rebuild the foundation
Reconstruct clean books from source, reconcile the cap table to the share register, rebuild the corporate record, and stand up the governance skeleton.
- 3
Draft what's missing
Policies, the contracts register, the IP assignment chain, the financial model, the equity story, and the annual report, drafted to standard.
- 4
Curate & control
Structure and index the room, naming and version control, redaction and access tiers, the Q&A tracker, and the disclosure discipline.
- 5
Mock diligence
Run the investor's own checklist against the room, chase every figure that doesn't tie, and close the findings before a real investor ever sees them.
- 6
Keep it live
The reporting rhythm that keeps the room permanently raise-ready, not a fire drill every round.
The test it passes: when an investor opens the room, every figure ties: the annual report equals the ledger equals the board resolution.
Fit
Boutique by design.
For
- Pre-money founders who need to be investable, not just look it
- Owner-run micro-companies with revenue but no process
- Holding structures and family offices wanting a clean, governed vehicle
- Portfolio owners wanting one governed operating layer across many entities
- Anyone walking into diligence, a raise or an audit unprepared
Not for
- Companies that already run a full finance / legal / IR department
- Buyers who want the cheapest bookkeeping with no standard behind it
- Anyone unwilling to keep a human accountable at the gates
We take on a small number of companies at a time, by design.
How you engage
Four ways in.
One-off · a few weeks
Foundation
Stand the back office up to diligence-ready: opening books, the governance skeleton, a reconciled cap table, a data room, and brand + web basics.
Monthly
Operated back office
The standing team keeps the books, the minute book, the compliance calendar and the reporting rhythm. A monthly close and a decision pack, not a shoebox.
Project
Raise / board sprints
The annual report, the investor data room and the board pack, built to institutional standard for a specific raise or milestone.
Holdcos & family offices
Portfolio operating layer
One governed core across many small entities: shared services, standard templates, and consolidated reporting.
Pricing by conversation: boutique engagements, scoped to the company.
The operator on top
The team is more than 25 years of operating experience: productized, always-on, with the operator still on top.
Crosspoint is the corporate-finance and capital-markets practice of Mika Toivola: $2B+ of sukuk (bonds) led, four group-CFO roles, IPO-readiness and a listed REIT spin-off, and investor relations built from scratch across three continents. That operating experience is what supervises the team, and signs at the gates.
See the career behind itBuild the back office your company will be judged on, first, not last.
Start with a short, confidential conversation about where your company stands and what a diligence-ready back office would take.