Agentic Operations — Signature capability
A grown-up company,
from day one.
The full back office of a real company — finance, governance, corporate secretary, investor relations, IT and brand — delivered as a designed team of AI agents, run to a professional standard, with an experienced operator on top. Not tools you have to run yourself: a team that does the work.
7 seats
A full back office, from day one
finance · governance · IR · IT · brand
Prefer to listen? — two episodes
The overview
~16 minA conversational walk-through of how the agentic back office works.
Building an investor-grade data room
~25 minA deep dive into what a top-notch data room really contains — and the six-phase process to get one investor-ready.
The gap
Great companies with unbuilt back offices.
Big companies have departments for the books, governance, the data room, reporting and compliance. Founders and micro-companies have the founder doing it badly at 11pm — or not at all. That gap is where good companies quietly fail.
The pre-money startup
The idea is worth a fortune; the company is a mess. No clean books, no cap-table discipline, no minutes, no data room. In diligence, a fundable idea meets an unfundable company — and the round stalls.
The ungoverned micro-company
Real revenue, no process. No management accounts, filings slipping, tax exposure building in the dark, the cap table in the founder's head. The founder is the bottleneck for everything.
The team
One company, fully staffed.
Chief of Staff
Takes your intent, routes the team, hands you one decision-ready result.
CFO
Management accounts, analysis, forecasts, the finance narrative.
Bookkeeper
Double-entry books, reconciliations, the statutory financial return.
Corporate Secretary
Minute book, resolutions, compliance calendar, cap table, data room.
Investor Relations
The annual report, fact sheet and investor data room.
IT Manager
Systems & license register, security baseline, access provisioning.
Marketing & Comms
Brand identity, website, credentials and portfolio materials.
+ COO / CTO
For product ventures: quote-to-cash, production, and the technical dossier.
How it works
Four principles that make it work.
Designed to a standard
Every seat starts from its discipline's defined standard of excellence — award criteria, best practice — and self-scores against it. The default output is institutional-grade, not amateur.
A company, not vendors
One orchestrator, one shared queue. Seats hand off to each other and escalate only what needs a human. You get coherent, cross-checked output — a company, not a pile of deliverables.
Human judgment at the gates
The agents draft and reconcile to the standard; you and an operator decide at clean approval gates. Nothing is filed or treated as final without a person signing off.
An operator on top
Not a call centre, not a self-serve app. An experienced operator supervises the team, catches what an agent shouldn't decide alone, and owns the relationship with you.
Proven, not theoretical
We run a real regulated company on it.
Filed
BVI Annual Return, off clean books
Signed
Board resolutions to a minute book
Award-grade
Annual report + investor data room
This isn't a demo. Crosspoint, Inc. — a real BVI Business Company — runs its entire back office on exactly this team: a filed BVI Annual Financial Return off clean books, board resolutions and solvency certificates e-signed to a proper minute book, an annual report built to international award criteria, a cap table reconciled to the share register, and a governed document-management system. Everything Crosspoint asks a client to trust, Crosspoint already does to itself.
Investor-ready by default
The data room, the doc suite, the reporting rhythm.
For a founder who will raise, this is the outcome that matters most — and the one almost nobody understands the true scale of. A top-notch data room isn't a folder of files uploaded the week the term sheet lands. It's a curated, indexed, disclosure-disciplined package spanning a dozen workstreams, built to survive an institutional investor's scrutiny.
This is a huge undertaking: months of cross-functional expert work across accounting, governance, legal, tax, IP and IR — and it is the single most common reason a fundable company stalls in diligence. Most founders discover, too late, how much isn't there. The agentic team does that work in parallel and holds each discipline to its standard; the operator signs off that everything ties.
What's really inside — twelve workstreams, one room
Corporate & governance
- Incorporation & constitution
- Statutory registers
- Board & shareholder minutes / consents
- Delegation-of-authority matrix
Cap table & securities
- Fully-diluted cap table = share register
- Share certificates & transfers
- Options / SAFEs / convertibles register
- Founder & vesting agreements
Financials & accounting
- Audited / management accounts
- The operating model & assumptions
- Accounting policies
- Bank & control-account reconciliations
Tax
- Registrations & returns
- Residency / permanent-establishment position
- Transfer-pricing & related-party basis
- Elections & rulings
Legal, regulatory & compliance
- Licences & permits
- Regulatory correspondence
- AML/KYC, data & conduct policies
- Compliance calendar
Material contracts
- Customer & supplier agreements
- Partnership / JV / agency terms
- Leases
- Financing & security documents
IP & technology
- IP register — patents, marks, domains
- Assignment / invention chain (clean title)
- Open-source & licence inventory
- The technology dossier
Product, market & traction
- Product overview & roadmap
- Market sizing & pipeline
- KPI / traction pack
- Customer references
People & HR
- Org chart & key-person map
- Employment & contractor agreements
- Equity incentive plan
- Key HR policies
Data, privacy & IT security
- Data-processing register & privacy policy
- Security baseline — MFA, access, backups
- Systems & SaaS register
- Incident / DR posture
Insurance & risk
- Policy schedule — D&O, liability, cyber
- The risk register
- Business-continuity plan
Litigation & disputes
- Current & threatened matters
- A clean 'none / disclosed' letter
- Historic settlements
And the wrapper. The wrapper that makes it a room, not a dump: a master index, strict naming and version control, redaction and tiered access, a live Q&A tracker, and real disclosure discipline — a forward-looking-statement legend, a value-vs-capture split on contingent interests, and consistent generic naming for third parties.
The process to get there
Six phases, one standing room.
A top-notch data room is built, not assembled. This is the sequence the team runs — and then keeps running, so the room is permanently raise-ready.
- 1
Diagnose
Inventory everything that exists against the institutional standard and map every gap. This is where founders discover how much isn't there.
- 2
Rebuild the foundation
Reconstruct clean books from source, reconcile the cap table to the share register, rebuild the corporate record, and stand up the governance skeleton.
- 3
Draft what's missing
Policies, the contracts register, the IP assignment chain, the financial model, the equity story, and the annual report — drafted to standard.
- 4
Curate & control
Structure and index the room, naming and version control, redaction and access tiers, the Q&A tracker, and the disclosure discipline.
- 5
Mock diligence
Run the investor's own checklist against the room, chase every figure that doesn't tie, and close the findings before a real investor ever sees them.
- 6
Keep it live
The reporting rhythm that keeps the room permanently raise-ready — not a fire drill every round.
The test it passes: when an investor opens the room, every figure ties — the annual report equals the ledger equals the board resolution.
Fit
Boutique by design.
For
- Pre-money founders who need to be investable, not just look it
- Owner-run micro-companies with revenue but no process
- Holding structures and family offices wanting a clean, governed vehicle
- Anyone walking into diligence, a raise or an audit unprepared
Not for
- Companies that already run a full finance / legal / IR department
- Buyers who want the cheapest bookkeeping with no standard behind it
- Anyone unwilling to keep a human accountable at the gates
We take on a small number of companies at a time — by design.
How you engage
Three ways in.
One-off · a few weeks
Foundation
Stand the back office up to diligence-ready: opening books, the governance skeleton, a reconciled cap table, a data room, and brand + web basics.
Monthly
Operated back office
The standing team keeps the books, the minute book, the compliance calendar and the reporting rhythm. A monthly close and a decision pack — not a shoebox.
Project
Raise / board sprints
The annual report, the investor data room and the board pack, built to institutional standard for a specific raise or milestone.
Pricing by conversation — boutique engagements, scoped to the company.
The operator on top
The team is 25 years of operating experience — productized, always-on, with the operator still on top.
Crosspoint is the corporate-finance and capital-markets practice of Mika Toivola: $2B+ of sukuk and bonds led, four group-CFO mandates, IPO-readiness and a listed REIT spin-off, and investor relations built from scratch across three continents. That operating experience is what supervises the team — and signs at the gates.
See the track record behind itBuild the back office your company will be judged on — first, not last.
Start with a short, confidential conversation about where your company stands and what a diligence-ready back office would take.