The Corvana Agent
I’ve drafted a plan to stress all 14 portcos and pre-draft the covenant moves. Review the steps and approve to run.
The execution engine of the Corvana platform
Aria sits at the heart of the operating system, purpose-built for the depth and rigor of portfolio operations. She plans, executes, reviews, and delivers the work end to end. You stay in control where judgment is required.
Autonomous tool use
The agent selects and orchestrates the right tool for every task, across your whole stack.
Your knowledge built in
Skills encode your operating playbooks as reusable instructions the agent runs.
14 portcos scanned. 2 covenant risks forming at Cardinal and Meridian. 1 winner ready to clone across 3 companies.
How Aria works
One loop, run in every portco. The first three steps find the EBITDA and rank it. The last three capture it, prove the number, and clone the winner across the fund.
The agent diagnoses how the portco actually runs, then ranks where AI pays off — biggest EBITDA per dollar first.
Interview the people who run it
The agent sits down with the C-suite and the operators who do the work, in structured, branching conversations. It captures the tribal knowledge your systems never recorded — the workarounds, the bottlenecks, the judgment calls — and turns it into themed, confidence-scored findings.
I've drafted an interview plan to map this process. Review the steps below and approve to begin.
Connect to the stack, watch the work flow
It connects read-only to the ERP, CRM, finance, and support tools — and to the desktop, where most mid-market work actually happens, in email and spreadsheets. It builds an objective picture of how work really flows, and prices every bottleneck in dollars.
I've connected the systems and traced the work end to end. Here's the bottleneck registry — approve to price it.
The Company Brain ranks where AI pays off
Interviews and observations fuse into the Company Brain — one queryable model of how the portco runs, where every answer is sourced. It ranks exactly where AI pays off, biggest EBITDA per dollar first, and the ranked case is shared with the company's team to build buy-in.
I fused the interviews and the systems into the Company Brain. Here's where AI pays off, ranked and sourced.
It deploys the agents that capture the EBITDA, proves the number against a locked baseline, and clones the winner across the fund.
Deploy the agents that capture it
The agent drafts a deployment plan, shows it, and waits for your approval. Then it ships the specialist agents — AP, collections, procurement, support, close — inside the tools the company already runs. Every money-moving step is gated behind a human, audited, and reversible.
I've drafted a deployment plan. Review the steps and approve to run — every money-moving step stays gated.
Measure the EBITDA, attributed
Impact is measured against a pre-committed baseline with a holdout, so the result is attributed, not asserted — the number fewer than 15% of portcos ever track. Every month, the report shows what each agent moved, in dollars a CFO can defend.
Measured against the locked baseline with a holdout. The EBITDA is attributed, not asserted.
Clone the winner across the fund
A playbook proven in one portco becomes an asset the whole fund owns. The agent scores comparable companies on process match, clones the playbook with baselines locked from day one, and starts the loop again — proven once, capturing EBITDA everywhere it fits.
I scored all 14 portcos against the Cardinal playbook. Two are ready to run — review the matches and approve to clone.
A unified, agentic system
Model +150bps, AR slip 20 days, inventory build 14 days across all 14 portcos. Flag covenant breaches and pre-draft the moves.
Planning and execution
Portfolio work rarely follows a straight line. The agent builds a plan, shares it, and refines it as the work evolves — and you approve every money-moving step.
Autonomous tool use
Every system Aria connects becomes a tool she can use: ERP, CRM, finance, support. She reads, drafts, and acts without you managing each step.
Skills
No two funds operate the same way. Skills let you encode your operating playbooks as reusable instructions the agent runs across the whole portfolio.
14 portcos scanned. 2 covenant risks forming at Cardinal and Meridian. 1 winner ready to clone across 3 companies.
Proactivity
The agent doesn't wait to be asked. It watches the Company Brain and flags what matters — a covenant breach forming, a winner ready to clone.
See Aria run on your portfolio.
Aria runs one loop — diagnose, prioritize, deploy, measure, clone — governed, and live in one portco first.