The Agent Roster
Alpheous ships with nine agents, grouped by what they do for your firm. You talk to most of them in Slack; Voice Outreach works from a queue in the app instead. Each agent watches its area on its own, drafts the work, and posts back to you. Nothing reaches an advisor, an LP, or a prospect until you approve it.
Sales and Distribution
These five agents find advisors and funds worth knowing, surface a reason to reach out, and prepare the outreach so your wholesalers and IR team can move fast.
Prospector. Builds and refreshes your coverage universe of advisors, firms, and funds. It pulls from public regulatory data, ranks contacts by fit and recency, and gives you a clean working list to engage.
Signal Outreach. Watches the public record for events that make a contact worth reaching out to right now: a fresh filing, a fund launch, a change in ownership. It drafts a tailored opener tied to the signal and posts it for your approval.
Open the Signal Outreach page >
Territory Intelligence. Organises your coverage universe by territory so each wholesaler sees their book in one place. It surfaces movement inside the territory, flags quiet accounts, and points to the next best conversation.
Open the Territory Intelligence page >
Sales Assistant. Sits with your wholesalers and IR team in Slack and helps with the work between meetings: briefing notes on a contact, follow-up drafts, a quick read on a fund, a re-engagement note for a dormant relationship.
Open the Sales Assistant page >
Voice Outreach. Places outbound phone calls to advisors using an AI voice agent. It researches the contact, builds a call brief, checks it against your firm's compliance rules and a set of pre-call checks, and holds the call for your approval before it dials.
Open the Voice Outreach page >
Intelligence
These three agents read continuously so your team does not have to: your own internal material, the public regulatory record, and the specific events that re-rank your contacts.
Knowledge Base. Reads across your firm's indexed internal knowledge: investment memos, due diligence write-ups, product material, policy documents, and past correspondence. Ask it a question in Slack and get an answer grounded in your own material with citations.
Open the Knowledge Base page >
Regulatory Digest. Posts a periodic roll-up of public filings filtered against your coverage universe: Form ADV updates, Form D notices, 13F positioning, S-1 activity, and 5500 changes. You see only what is relevant to your firm.
Open the Regulatory Digest page >
Trigger Monitor. Watches for specific regulatory events that re-rank a contact: an ADV change at an RIA, a fresh Form D from a new fund, a 13F shift at a large allocator. When a trigger fires, it tells you which contact moved and why.
Open the Trigger Monitor page >
Ops Agents
This agent handles the operational fabric around your meetings, so nothing said or agreed to in one gets lost before the next.
Meeting Assistant. Prepares a structured brief before every meeting: who is in the room, recent activity, open items, and the questions worth asking. After the meeting it turns the transcript into a recap, action items, and follow-up drafts.