Quanthome Workflows
From structured data to finished deliverables. Once your data is structured, Quanthome Workflows turns it into the work itself (the annual report, the factsheet, the due-diligence pack) generated on templates you control, every figure linked back to its source. A workflow encodes one of your processes: the right data, the right harness of managed agents on the best model for each task, and the right steps, run end to end. The workflows are grounded in your structured base and Quanthome's coverage of CHF 5.8T+ in indexed asset value and 140+ vehicles, and reachable through the same API and MCP that power the platform. You own them, you adjust them, and they compound. Every run sharpens the next.
Workflows running on your structured base
Each workflow runs in the Quanthome platform against your structured base and ours, side by side in one interface, managed agents working in parallel, every output traceable to its source.
Outcomes our clients measure
When the right data meets an encoded process, the work stops being a sprint and becomes a run, so internal cycles accelerate instead of restarting.
- 90%less time to a fund's annual report
- 95%less time on due diligence
- 12 moof workshops to embed each workflow
Inside the workflows
A workflow brings three things together: your structured data and Quanthome's, a harness of managed agents picking the best model per task, and your own process encoded as steps. It runs them end to end and returns a finished deliverable: source-linked, on your template, ready to repeat.
What runs as a workflow
Reporting, due diligence, and the recurring analysis your team repeats, each encoded once, then run on demand.
Agentic reporting
Annual reports, factsheets, and dashboards generated from the structured base on templates you control, every figure citing the record and the document it came from.
Automated due diligence
Data-room review and valuation work run as a guided workflow, so a process that took weeks returns a sourced, checkable pack in a fraction of the time.
Workflows you own
Each workflow encodes one of your processes and stays yours: you run it, adjust it, and keep it, while the system learns your way of working at scale.
Connected to your stack
Grounded in your data and Quanthome's, model-agnostic, and reachable through the same API and MCP that power the platform, so a workflow runs the same from chat, a script, or a connected agent.
Why the workflows create value
Value comes from the combination, not any single part: the right data, the right harness, and the right processes, run together.
Right data
Grounded in your structured base and Quanthome's coverage of CHF 5.8T+ in indexed asset value and 140+ vehicles, entity-matched and source-linked, so every output lands on real assets rather than estimates.
Right harness
Managed agents orchestrate the best model for each task and connect through API and MCP to your systems of record, reading and writing real data rather than stale copies.
Right processes
Your reporting and due-diligence steps are encoded as workflows you own, and because every run becomes a learning surface, the system compounds instead of starting over.
The jobs this product enables
Quanthome Workflows carries the reporting, due-diligence, and recurring analysis jobs that turn a structured base into finished work. These are the jobs it serves.
Automated reporting
Factsheets, annual reports and ESG reports generated from one base, every figure sourced, in minutes rather than weeks.
Due diligence and valuation
Assemble a building's due diligence from one base (gathered, benchmarked and situated) so more deals get a thorough valuation in minutes.
Custom dashboards
Describe the question in plain language, get a dashboard that combines your data and Quanthome market data in seconds, and keep it live so the next answer is a refresh, not a rebuild.
Investment decision workflow
Take an investment from mandate to a populated IC paper, ready for the committee.
Tenant workflows
Run the leasing queue as a workflow, from viewing to signed file, with nothing dropped.
Capex and development
Run capex and development projects with documentation, approvals and risk in one workflow.
Risk dashboards
Track the book live against the limits and benchmarks the board governs to, get an alert while there is still time to act, and define the dashboard once so each risk review is a refresh, not a rebuild.
Portfolio reporting
Aggregate direct lines and fund holdings into one exposure view, resolve fund positions down to the building, and read a picture that stays current, so each reporting cycle is a refresh, not a rebuild.
Questions we hear most
What exactly is a workflow?
A workflow is one of your processes, encoded so it runs end to end: it brings together your structured data and Quanthome's, a harness of managed agents on the best model for each task, and your own steps, and returns a finished, source-linked deliverable. You own it, adjust it, and keep it.
How are the time savings possible?
Once the data is structured and the process is encoded, the work becomes a generation run instead of manual re-keying, and clients see roughly 90% less time to a fund's annual report and 95% less on due diligence. A late correction reflows everywhere it touches instead of restarting the cycle.
Do we need the Data Engine first?
Yes. Workflows run on the structured, audited base the Data Engine builds, and reach it through the same API and MCP that power the platform. The engine makes your data AI-ready; the workflows put it to work.
Bring one process you repeat
Bring a report or a due-diligence cycle you run today. We will encode it as a workflow in a working session and show the deliverable generated from your structured data.
Let's discuss your project