Replacing an ops team with a coordinated agent swarm.
A multi-agent system that ingests deal data, drafts memos, and routes exceptions to humans — audited end to end.
The challenge
Northwind's investment operations team was manually triaging 800+ deals a day across three legacy systems. Analyst time was 70% spent on data assembly and only 30% on judgment. Turnaround from deal close to memo was 4 business days, with a 6% error rate that required manual reconciliation.
What we did
- 01Mapped the deal-memo process end-to-end with stakeholders and identified 14 distinct decision points where automation could remove handoffs.
- 02Architected a 6-agent system (intake, enrichment, drafting, validation, escalation, audit) with clear ownership boundaries and explicit escalation paths.
- 03Built offline eval suites from 12 months of historical deal data, then deployed behind a feature flag with shadow runs for 2 weeks before cutover.
- 04Instrumented every agent step with traces, cost ceilings, and guardrails. Hard limits: $0.50 / deal, 30s p95, 0 PII leaving the perimeter.
Outcomes
- Median deal-memo turnaround: 4 days → 11 minutes (97% reduction).
- Error rate from 6% to 0.4%, all caught by validation agent before human review.
- Analyst time reallocated from data assembly to deal judgment — the work they were hired for.
- System handles 3x peak load with no degradation; cost ceiling held at $0.18/deal average.