Intelligent finance on-chain
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Decision Queue
◈  Drop to escalate as a decision
Next 7 Days
Select a day to view events.

Task Board

Drop here to mark done

Sprints

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Healthy Past target Click a department to open it
Delivered, then planned Milestone inside a program Target — open Target — met Past target

Documents

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PDF, Word, PowerPoint, Excel, images — up to 3 MB each

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July 2026

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Team members
Event types

Partners

The Playbook's eight phases, gated. No row passes Qualify without a Mandate Memo; none reaches Select until the RFA is raised and every condition precedent has cleared. Select notifies marketing.

Clients

Prospect through to revenue-generating, lightly gated. Onboarding is mirrored from Persona, not managed here. A special fee arrangement needs an approval raised against it.

Contacts

Institutional relationships
0 selected
Compliance

Legal & Regulatory

Counsel desk · document review · meeting prep — FSRA / ADGM · BVI · Cayman · DIFC

Claude Sonnet ▾
AI-assisted — always verify advice with qualified counsel. Not a substitute for legal representation.

Daily Update

—
Meetings
What happened this day · online meetings show a Fireflies summary
Ongoing Work
In progress · grouped by workstream
Decisions Needed
Pending approvals by level
CEO
Chairman / Board
My Agenda
Talking points & pre-brief for the CEO
Leadership Inputs
Comments & direction from the CEO / Chairman
Meeting Capture
Update History

Approvals

My Requests

Submit a document for digital sign-off and track its status

Finance

Decisions

CEO · Chairman · Board — decisions needed & permanent record

Chairman Brief

Executive briefing document — generated from live platform data

Document Settings
Sections Toggle all
Context Override
No brief generated yet
Configure your sections on the left, then click Generate Brief to build a formatted executive document from live platform data.

Reports

Stakeholder updates, partner alignment, and execution tracking

Title Audience Date Status Blockers Actions

Export Data

Download individual sections or full backup · Share with team

Export by Section — CSV
◈
Tasks
— items
◎
Contacts
— items
◻
Documents
— items
▬
Milestones
— items
◷
Events
— items
◉
Regulatory
— items
Full Data Backup — JSON

Export everything — tasks, contacts, documents, milestones, events, regulatory tracker — as a single JSON file. Share with team members or import on another device.

Restore from Backup

Import a previously exported JSON backup. This will merge with existing data — it will not delete anything already saved.

·
No key

Finance Tools

AGI3 desk calculators — basis points, collateral & LTV, loan economics, yield & fees. All figures indicative.

‱
Basis Points
bps ↔ percent ↔ dollar value on a notional
◍
LTV & Collateral
haircuts, borrowing capacity, liquidation buffer
∑
Loan Economics
interest, fees and effective cost of borrow
∿
Yield & Fees
gross-to-net yield after management and performance fees
Simple-interest conventions (30/360, months ÷ 12). Indicative only — confirm pricing against executed term sheets.

Strategy

Initiative health · Next actions · Owner accountability

Team

Learning

Periodic refreshers · Compliance & product knowledge · Certifications

Processes & Controls

Master process library · AGI3-IP policy register · AGI3-IC control standards · Visual flowcharts

···
AGI3 Markets Ltd — Operations Manual

Daily Intelligence Brief

Market, RWA, partner & regulatory intelligence — compiled in-platform

Research

Reports, deep research, and intelligence library

Click to select or drag & drop a report
PDF · DOCX · TXT · MD · HTML

Templates

Official AGI3 templates — generate a branded document here, or open the Word originals from the brand kit.

Generate a branded document
Official Word templates — brand kit
Files live in brand/templates/ next to this workhub. ⚠ Aeonik display fonts in the kit are trial-licensed — license before client-facing use.

Generate Document ×

New Initiative ×

Team Member ×

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STRATEGY ×
Owner
—
Target Date
—
Progress
Notes
Attachments
Claude ×
Save or execute

Edit Initiative ×

Supporting Docs

Team Member ×

Working-Style Profile ×

Module ×

New Module ×

Edit Team Member ×

?

New Process ×

Identity
Classification
Ownership & Timing
⏱
Description
AI Process Builder
Generate steps, controls & RACI from your process name
Process Steps
Flow
Tasks
Controls
RACI
Discussion
Activity

New Policy ×

✦ Deep Research ×

No API key set for the selected provider. Add your key in ⚙ Settings.
AI Provider Training Data Only
Research Output

Add Research Entry ×

Task Detail ×

Status
Owner
Start
End
Progress0%
Drag to set progress
Blockers / Dependencies
Next Action
Description / Notes
Program (rolls this milestone up to an org-level bar)
Comments & review
Linked tasks
Process
Attachments
Changes save automatically
—
Department
Click any row for the full record

New Milestone ×

New Program ×

A program is a high-level initiative shown on the Organization tab (e.g. GTM). Its dates and progress roll up automatically from the milestones you assign to it.

Schedule
Milestones
Comments & review
Program settings
Department
Start
End
Progress0%
Notes
Changes save automatically
New task
A title is enough. It lands in To do, assigned to you, at medium priority.
Owner
Assign to…
More detailstarting status, notes, timeline objective, process
Press Enter to create
—
✓ Task completed
Description
Next step
Notes
Dated and attributed automatically. Enter to add, Shift+Enter for a new line.
Properties
Tagged contacts
Process
Process steps
File notes
Claude ×
Changes save as you make them
Add a contact
Name and organisation are enough to start. Everything else can wait.
More detaildirect line, LinkedIn, location, cadence
Track as a dealstage, value, next action
Contextalignment and notes
Edit contact
More detaildirect line, LinkedIn, location, cadence
Track as a dealstage, value, next action
Contextalignment and notes
Access
Import contacts
Any CSV or Excel file. Columns are matched automatically, and nothing is written until you confirm.

New Document ×

Draft with AI ×

Edit Document ×

Document

×
New event
–

New request

Request type
Details
·
—
Supporting documents · quotations, contracts, invoices · under 4 MB each
Request for Approval
SCREENING
Screening — Operations Director

Notifications

Email notifications

· opens in your mail app to send
Request for Approval

Log Expense

Record an operating cost in the ledger

Expense Pre-Approval Request

Expense Claim

Submit within 30 days of incurring the expense — original receipt per line (AGI3-IC-008-03)
Expense items · one line per expense, receipt required for each
Total claimed: —
Item

Log Decision

Record a formal decision and sign it into the register
A finalized decision is signed into the register (timestamp + SHA-256). Leave blank to save an open item with no decision text yet.

New Regulatory Item ×

New Report

Stakeholder update with blockers and action tracking
Report Details
Content
Blockers
Action Items

Edit Item ×

BD Quick Outreach API Offline ×

3 angles per request

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Anthropic — Claude
Counsel Desk · document drafting · task & strategy AI
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Google — Gemini
Image generation in the document editor
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OpenAI — GPT
Deep research in the Research Library
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Perplexity Live data
Live web research — grounded reports with citations
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