Turn your CRM into a compounding knowledge base, then extend it into a full operating system for regulated execution.
Engineered by Covault
Remove the drag of "status checking" and manual diligence. The system handles the state.
Eliminate dropped threads across counterparties. One governed timeline for every mandate.
Every document modification is hashed and logged. "What changed" is always answerable.
Always ready for diligence requests, IC review, and investor updates.
Most CRMs capture contacts. We capture the operating truth: the documents, decisions, and workflows that drive outcomes.
Read technical specs ->THE CONTEXT
Not just who the client is, but what the program is. We map organizations, mandates, SPVs, and ownership structures into a rigid graph.
THE TRUTH
Structured document ingestion. We separate "notes" from "source artifacts," creating a permanent, versioned library of truth behind every decision.
THE EXECUTION
Repeatable workflows for diligence, packaging, and reporting. Automate the "chore" work so teams focus on high-value structuring.
We do not treat operations as a "generative" experiment. Core workflows run on structured data and explicit permissions.
Agents access only approved data through role-based permissions.
Every AI output links back to source evidence with a full audit trail.
Confidence thresholds route sensitive steps to human review.
Client data is never used to train public foundation models.
See the OS in motion. Includes the Bitkove Digital deployment brief, before/after operational examples, and a 15-minute demo outline.
MAPPING PHASE
We map your current workflows and define the operating objects (Mandates, SPVs, Stakeholders).
CONFIGURATION
We configure the workspace, set up ingestion pipelines, and connect APIs to your existing stack.
ACTIVATION
Go live. We activate workflows, automation rules, and the reporting cadence for one pilot program.