Features
Everything AEGIS OS™ puts to work inside your business
AEGIS OS™ is configured, not bought off a shelf. These are the modules, intelligence roles, integrations and governance controls your architecture is assembled from.
What you get
Four things every AEGIS OS™ deployment delivers
One operating record
Entities, documents and definitions your organization agrees on, so every workflow and intelligence role reads the same record.
Governed execution
Work moves through defined stages with named owners, approvals, escalation and a visible trail of what happened.
Intelligence inside boundaries
Roles draft, analyse, summarise and coordinate within scopes you approve, with humans holding release.
Connected systems
The tools that stay in place are connected through their documented interfaces rather than replaced by default.
Modules
The operating modules your architecture draws from
Your Architecture Assessment determines which modules are in scope and in what order they are built. Nothing is switched on because it exists.
CRM & Relationships
One governed record for every relationship and its history.
Architecture Assessment
A documented map of how the business runs and where it should go.
Executive Command Center
Leadership reads current state instead of assembling it.
Documents & Knowledge
Authoritative documents, organised and retrievable.
Projects & Workflow
Defined stages, owners and next actions on every piece of work.
Financial Intelligence
Financial position read from the system rather than rebuilt monthly.
Deal / Opportunity Pipeline
Every opportunity screened against written criteria.
Capital / Investor Operations
Investor relationships and commitments on one staged record.
Construction / Development
Project delivery tracked against scope, schedule and cost.
Portfolio / Asset Management
Asset performance visible without manual consolidation.
Contracts
Contract lifecycle, obligations and renewals under control.
Reporting
Recurring reporting produced from source data, not spreadsheets.
Research
Structured research captured against the record it informs.
Communications
Outbound communication drafted in-system and released by a human.
AI Workforce
Intelligence roles operating inside defined approval boundaries.
Intelligence roles
An AI workforce with scopes, owners and approval points
Each role works from your governed records inside boundaries written down during implementation. See how the AI workforce is governed.
AEGIS Chief of Staff
Keeps priorities, follow-ups and status visible to leadership.
AEGIS Architect
Maintains the operating model and proposes structural changes.
AEGIS Analyst
Turns operating data into reviewed analysis.
AEGIS Researcher
Gathers and structures external information against a record.
AEGIS Proposal
Drafts client-facing proposals for human review and release.
AEGIS Implementation Manager
Tracks delivery stages, dependencies and owners.
AEGIS Controller
Monitors financial records and flags exceptions for review.
AEGIS Underwriter
Prepares screening recommendations with recorded rationale.
AEGIS Capital
Maintains investor records, stages and outstanding items.
Integrations
Connect the systems that stay in place
Integrations are scoped to what the operating model needs. Systems that cannot be replaced yet are bridged rather than forced out.
Google Workspace
Identity, mail, calendar and files connected to the record.
Gmail
Correspondence attached to the relationship it belongs to.
Google Calendar
Scheduling tied to workflow stages.
Google Drive
Documents governed in place.
Dropbox
Existing document stores connected without migration.
GoHighLevel
Marketing and pipeline activity reconciled to the CRM record.
monday.com
Existing project boards connected to the operating record.
Slack
Operational notifications routed to the right owner.
DocuSign
Execution tracked against the contract record.
QuickBooks / accounting platform
Financial truth read from the accounting system.
Supabase
Governed application data layer.
OpenAI
Model capacity for intelligence roles.
Anthropic
Model capacity for intelligence roles.
Google Vertex AI
Model capacity for intelligence roles.
Cloudflare
Edge delivery and protection.
Firecrawl
Structured retrieval of external sources.
Calendly
Booking connected to the pipeline stage.
Twilio
Governed messaging and voice touchpoints.
Custom REST API
A defined interface to a system that stays in place.
Legacy / proprietary system
A bounded bridge to a system that cannot be replaced yet.
Governance
Intelligence nobody owns is a liability
- Approval boundaries
- Each intelligence role has a written scope and an explicit point where a person reviews or releases the work.
- Attribution and audit trail
- Actions and outputs are recorded against the record and the actor that produced them.
- Role separation and access
- Permissions are defined per role, so people and roles only reach what their work requires.
- Source of truth hierarchy
- Answers resolve from your governed records first, so intelligence works from what the business has agreed.
After launch
Managed AEGIS keeps the system current
Monitoring, support, governance review and continued build are delivered as an ongoing service once the deployment is live. Read what Managed Intelligence covers, or see the platform architecture.
Next step
Find out which of these your business actually needs
The Architecture Assessment scores your operating model and returns the recommended modules, roles and integrations with a confirmed investment.