Accurate, Traceable
AI Agents

Agents run securely via API or natively, keeping data local and traceable.

NAV Reporting Agent 

Plugs into your accounting stack (e.g., Paxus, QuickBooks, custom SQL) to close daily, monthly, or quarterly NAVs automatically, applying firm-specificvaluation and fee policies while producing audit-ready ledgers and P&Ls inminutes.

LP Reporting Agent

Access data in any format, accurately. Builds your SOI accurately. Generates accurate LP reports, graphs, and presentations.Automates 90% of the work for 10% of the cost.”



Dynamic SOI Agent

Auto-collects updates. Reconciles cap tables. Creates dynamic, traceable SOIs that are always current and require zero change management.


Integration Agent

Connect any system. Process any data. One-click traceability. No more CSV/ERP/CRM headaches.”

Data Consolidation Agent

Unifies positions, balances, and prices. One source of truth. Clean data for reporting, attribution, and dashboards.

Reconciliation Agent

Fetch. Match. Flag. Post. Close sameday.

Financial Document Agent

Ingests hundreds of pages. Understands terms.Extracts what matters. Powers compliance.

Meet Your iClerk Agents

Intelligent agents that work together to streamline your venture capital operations

Agents in Action

Each of our agents

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Security, Privacy & Compliance

  • Privacy-first architecture with behind-the-firewall deployment. Example: private documents and info are prompt anonymized
  • All data encrypted in-transit and at-rest.
  • Ganular access controls and expiring JWTs.
  • Compliant with GDPR, CCPA/CPRA, and more.
  • Private long-term memory for agents.
  • Supports secure tools and multi-model integrations.
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Intellectual Property

Agblox has assembled a tightly aligned family of four U.S. patents that together protect a complete technology stack for domain‑specific, self‑learning AI Agents that turn raw, heterogeneous information into forecasts, recommendations, and automated actions.

01

Data fusion engine

Simultaneous ingestion of any structured

  • e.g., pricing, ERPs, and unstructured sources (social, filings, audio).
02

Dynamic ontology builder

Auto‑generated taxonomy + temporal parameters tied to the target subject.

03

Knowledge‑rule layer

Encodes expert heuristics into machine‑readable rules.

04

Neural network orchestration

Subject‑specific NNs whose topology, weights, and activation thresholds are continuously tuned by deep‑learning meta‑networks as new predictors emerge.

05

Query‑to‑Action loop

Natural‑language queries return structured metrics and can fire downstream tasks

  • e.g., generate filings, execute trades, push tickets.
06

Granted Patent - Feb 6, 2024

Sentiment and rules-based equity analysis using customized neural networks in multi-layer, machine learning-based model Sentiment and rules-based equity analysis using customized neural networks in multi-layer, machine learning-based model

A data analytics platform is provided for forecasting future states of commodities and other assets, based on processing of both textual and numerical data sources. The platform includes a multi-layer machine learning-based model that extracts sentiment from textual data in a natural language processing engine, evaluates numerical data in a time-series analysis, and generates an initial forecast for the commodity or asset being analyzed.The platform includes multiple applications of neural networks to develop augmented forecasts from further analysis of relevant information as it is collected. These include commodity-specific neural networks designed to continually develop taxonomies used to process commodity sentiment, and applications of reinforcement learning, symbolic networks, and unsupervised meta learning to improve overall performance and accuracy of the forecasts generated. A data analytics platform is provided for forecasting future states of commodities and other assets, based on processing of both textual and numerical data sources. The platform includes a multi-layer machine learning-based model that extracts sentiment from textual data in a natural language processing engine, evaluates numerical data in a time-series analysis, and generates an initial forecast for the commodity or asset being analyzed. The platform includes multiple applications of neural networks to develop augmented forecasts from further analysis of relevant information as it is collected. These include commodity-specific neural networks designed to continually develop taxonomies used to process commodity sentiment, and applications of reinforcement learning, symbolic networks, and unsupervised meta learning to improve overall performance and accuracy of the forecasts generated.

07

Granted Patent - Apr 27, 2021

Curated sentiment analysis in multi-layer, machine learning-based forecasting model using customized, commodity-specific neural networks. Curated sentiment analysis in multi-layer, machine learning-based forecasting model using customized, commodity-specific neural networks.

A data analytics platform is provided for forecasting future states of commodities and other assets, based on processing of both textual and numerical data sources. The platform includes a multi-layer machine learning-based model that extracts sentiment from textual data in a natural language processing engine, evaluates numerical data in a time-series analysis, and generates an initial forecast for the commodity or asset being analyzed. The platform includes multiple applications of neural networks to develop augmented forecasts from further analysis of relevant information as it is collected. These include commodity-specific neural networks designed to continually develop taxonomies used to process commodity sentiment, and applications of reinforcement learning, symbolic networks, and unsupervised meta learning to improve overall performance and accuracy of the forecasts generated. A data analytics platform is provided for forecasting future states of commodities and other assets, based on processing of both textual and numerical data sources. The platform includes a multi-layer machine learning-based model that extracts sentiment from textual data in a natural language processing engine, evaluates numerical data in a time-series analysis, and generates an initial forecast for the commodity or asset being analyzed. The platform includes multiple applications of neural networks to develop augmented forecasts from further analysis of relevant information as it is collected. These include commodity-specific neural networks designed to continually develop taxonomies used to process commodity sentiment, and applications of reinforcement learning, symbolic networks, and unsupervised meta learning to improve overall performance and accuracy of the forecasts generated.

08

Granted Patent - Dec 29, 2020

Curated Sentiment Analysis in Multi-Layer, Machine Learning-Based Forecasting Model Using Customized, Commodity-Specific Neural Networks. Curated Sentiment Analysis in Multi-Layer, Machine Learning-Based Forecasting Model Using Customized, Commodity-Specific Neural Networks.

A data analytics platform is provided for forecasting future states of commodities and other assets, based on processing of both textual and numerical data sources. The platform includes a multi-layer machine learning-based model that extracts sentiment from textual data in a natural language processing engine, evaluates numerical data in a time-series analysis, and generates an initial forecast for the commodity or asset being analyzed. The platform includes multiple applications of neural networks to develop augmented forecasts from further analysis of relevant information as it is collected. These include commodity-specific neural networks designed to continually develop taxonomies used to process commodity sentiment, and applications of reinforcement learning, symbolic networks, and unsupervised meta learning to improve overall performance and accuracy of the forecasts generated. A data analytics platform is provided for forecasting future states of commodities and other assets, based on processing of both textual and numerical data sources. The platform includes a multi-layer machine learning-based model that extracts sentiment from textual data in a natural language processing engine, evaluates numerical data in a time-series analysis, and generates an initial forecast for the commodity or asset being analyzed. The platform includes multiple applications of neural networks to develop augmented forecasts from further analysis of relevant information as it is collected. These include commodity-specific neural networks designed to continually develop taxonomies used to process commodity sentiment, and applications of reinforcement learning, symbolic networks, and unsupervised meta learning to improve overall performance and accuracy of the forecasts generated.

09

Granted Patent - May 13

Generative Artificial Intelligence-Based Agents Using Customized Neural Networks

The first claim is as follows: A method, comprising: defining a selected asset-based subject matter; receiving input data relative to the selected asset-based subject matter, the input data comprised of structured data sources and unstructured data sources; developing a customized artificial intelligence-based agent configured to analyze the selected asset-based subject matter over time in response to one or more user-driven queries that are specific to one or more characteristics of the selected asset-based subject matter, by: contextualizing the input data in a multi-layer machine learning-based model by: building a taxonomy comprising specific keywords and keyword pairings that identify one or more predictors for the selected asset-based subject matter from the unstructured data sources, identifying discrete-time data points constructed from the structured data sources that define temporal parameters relative to the selected asset-based subject matter, modifying the taxonomy with the temporal parameters to create a set of classified content, and constructing knowledge-based rules representing specific knowledge relative to the selected asset-based subject matter and derived from subject matter-specific indicators in the input data, mapping the taxonomy and the knowledge-based rules into one or more subject matter-specific neural networks; and executing the customized artificial intelligence-based agent in response to the one or more user-driven queries, wherein responses to one or more user-driven queries are generated relative to the one or more characteristics of the selected asset-based subject matter by the customized artificial intelligence agent, and automatically initiate one or more actionable outcomes representing a performance of the selected asset-based subject matter that are executed by the customized artificial intelligence-based agent.

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