Intelligent finance on-chain

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Tasks

Every next step, in one place.

Drop here to mark done

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Timeline

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Documents

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Calendar

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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.
Leadership brief

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
Sign-off

Approvals

Sign-off

My requests

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

Organization

Company facts, brand, documents, approvals and workspace

Learning

Periodic refreshers · Compliance & product knowledge · Certifications

Processes
···
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.

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New Initiative ×

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

Edit Initiative ×

Supporting Docs

Team Member ×

Working-Style Profile ×

Module ×

New Module ×

New Process ×

Identity
Classification
Ownership & Timing
⏱
Purpose & scope
AI Process Builder
Generate steps, controls & RACI from your process name
Process Steps
Supporting documents one per line · Title | kind | link | note
Controls (AGI3-IC) one per line · Code | Name | type | frequency | what it checks

New Policy ×

✦ Deep Research ×

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

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Task Detail ×

Status
Owner
Unassigned
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 ×

A dated checkpoint inside a program. Its tasks do the work; their progress fills it in.

Choose from the team

New program ×

A body of work that runs for weeks or months. It holds milestones; its bar and progress come from them.

Schedule
Milestones
Comments & review
Program settings
Led by
Start
End
Also working on it
Invited departments see this program on their own tab and add their own milestones to it. Removing one keeps what it added.
Progress0%
Notes
Changes save automatically
New task · To do
The next action
What should happen first?
Give the team context
The outcome, key decisions and anything someone needs to get started.
Adds to To do
Task properties
Owner
Assign to…
Collaborators
Add people…
Due date
Priority
Workstream
Repeats
Status
Process Linking a process loads its steps as this task's checklist.
Timeline objective Rolls this task up to a timeline goal.
Only the title is required. Enter creates it.
Unassigned
None
✓ Task completed
The next action
What should happen next?
One specific action keeps everyone moving.
Give the team context
The outcome, key decisions and anything someone needs to get started.
Notes
Dated and attributed automatically. Enter to add, Shift+Enter for a new line.
Tagged contacts
Files
File notes
Process
Process steps
Claude ×
Edits save automatically. Notes and messages post separately.
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 people
Any CSV or Excel file. Columns are matched automatically, each person is placed on the firm already on the book (email domain first, then name), and nothing is written until you confirm.

New Document ×

Draft with AI ×

Edit Document ×

Document

×
New event
to

New request

Request type
Time off and location
Spending
People
Legal and compliance
Details
·
—
Supporting documents · quotations, contracts, invoices · under 4 MB each
Request for Approval
SCREENING
Screening — Operations Director

Email notifications

· opens in your mail app to send
Request for Approval

Bank account

Where salary is paid

Paid by

Encrypted at rest. Finance and HR see it masked; every full view is logged.

Payment details

Add funding source

An entity that funds the company

Seen by Finance only. A source that has funding recorded against it can be made inactive, not removed.

Record transfer

Money a funding source sent into one of our accounts

For a payment the source made directly to a vendor or to payroll, choose the source under “Paid from” on that ledger entry or on Payroll instead.

Add account

A company account payments are made from

Only the last 4 digits are kept; every member of the organization can read this list.

Log expense

Record an operating cost in the ledger

The spend
Amount
$
Classification
Proof — invoice or payment confirmation

Quarterly report

Spend, budget variance and the full ledger for one quarter

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

Settings

Sign-in security, notifications and the integrations that power the workhub.
Your profile
Your working style
Account security
Google account
You sign in with your organization's Google or Microsoft account. Manage your password and two-factor authentication there.
Notifications
Push to this device
Chat @mentions, tasks assigned to you and approval updates — delivered by your browser even with the workhub closed.
Payment details
Bank account for salary
Encrypted at rest; Finance and HR see it masked, and every full view is logged.
—
Salary wallet — USDT / USDC
Encrypted at rest; shown in full only to Finance. Our sender is an institutional account, so it asks whether the wallet is on an exchange (and which) or self-custody. A test transfer precedes the first salary run — double-check the network: transfers on the wrong chain are unrecoverable.
AI provider keys Admin only
Keys are stored locally in this browser and sent only to their own provider — they never leave your machine otherwise.
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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