Field report · Asset management · Security

Valor Assets

Deal sourcing, IC memos, and reconciliation consolidated into a single agent-led flow — SOC 2-hardened.

Asset management firm · SOC 2-regulated
The story

Valor came in worried AI would torch their security posture. Their CISO had seen enough half-measures. They wanted a partner who'd deploy inside their controls, not around them.

We deployed under Valor's DPA, inside their VPC, with zero data retention on model calls and a full chain-of-custody log. The same install consolidated three legacy integrations into one agent flow — and tightened their audit trail in the process.

Rare combination: operators who ship fast and security people who don't sleep.

CISO, Valor Assets

The system we installed

  • 01An agent that reads inbound data (intake, lead, ticket) within 90 seconds of receipt.
  • 02A reviewer gate on every irreversible action — keeps a human in the loop where judgement matters.
  • 03Bi-directional sync with the stack already paid for: no new app to open.
  • 04Full audit log of every agent action, scoped to the operator who owns the flow.
  • 05A named internal champion with direct access to our team on weekly ops calls.
Book a call

Tell us what you're
trying to optimize.

30 minutes. No deck. Dan or Juan on the call. We'll tell you whether AI helps, what it would cost, and roughly what it'd return — before you sign anything.

dan@getlegacylabs.com·juan@getlegacylabs.com