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Agent Team Console
Harrow & West LLP

Dashboard

4 proposed · 3 in flight · 10 recent events

Your team
AJ Milne
AJ Milne
Partner, Optio Capital

Investment thesis, valuation, client relationships, and final calls.

Flow, team leader
Flow
Team Leader

Coordinates the deal pipeline, holds quality across the workstreams, and surfaces what needs partner judgment.

Duke, investment analyst
Duke
Investment Analyst

Builds first-pass financial models and pulls comparable transactions, ready for partner review.

Bec, research analyst
Bec
Research Analyst

Maps market sizing, competitive landscape, and trend signals end-to-end, in a single voice.

Verity, legal and compliance
Verity
Legal & Compliance

Reads data rooms, flags risk and clauses, and runs regulatory checks before signoff.

Active
4
projects
Working
3
agents in flight
Pending
4
awaiting your approval
Saved
12
hours this week

Your projects

4 active

Live activity

last 10
Odessa
Odessaproposed 2 tasks for Morrison v. Cascade Holdings●
2m
Odessa
Odessastarted Witness ranking memo: top 12 deponents●
14m
Silas
Silasstarted Triage 6 new enquiries received overnight●
31m
Mira
Miracompleted NY DFS cyber filing deadline check for 3 clients●
1h
Theo
Theoproposed GST pass-through analysis across DE / NY / Jersey●
1h
EH
Evelyn Harrowapproved Cross-reference Cascade emails (Jan-Mar 2025)●
2h
Odessa
Odessacompleted Deposition outline: CFO Rachel Okoye●
3h
MW
Marcus Westupdated APEX Plan for Whitfield Estate Restructure●
5h
Mira
Mirastarted SEC Rule 10b5-1 amendments: client impact scan●
6h
Theo
Theocompleted Cascade SEC filings cross-check (2022-2024)●
8h

Your agents

4 on team