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Local / Desktop reference architecture

Diligence research and memos

A Local / Desktop reference architecture for diligence research and memos in Venture Capital. Triggered by company enters diligence, Padiso orchestrates 3 specialist agents on Claude Code + Ollama, on your machines, reaching data room and your tools through the Model Context Protocol, with budgets, approvals and an audit trail throughout.

Local / DesktopRuntime: Claude Code + Ollama, on your machines

Trigger

Company enters diligence

Venture Capital

Orchestration

Padiso

Padiso Orchestrator

goals · tasks · heartbeat

Governance

budgets · approvals · audit

Runtime & agents

Agent runtime

Claude Code + Ollama, on your machines

Sourcing agent

agent

Diligence agent

agent

Portfolio agent

agent

Integrations · MCP

MCP gateway

notion
airtable
google-drive
slack

Your systems

Data room

Research store

Deal CRM

How the data flows

Trigger: Company enters diligence

  1. 1

    Diligence agent builds the market map and reference summary

  2. 2

    It assembles a research memo with cited sources

  3. 3

    Flags risks and open questions for the deal team

  4. 4

    Partner approves before the memo goes to IC

Agent team

  • Sourcing agent
  • Diligence agent
  • Portfolio agent

Integrations

notion
airtable
google-drive
slack

Reached through the Model Context Protocol, scoped and governed.

Runtime & data

Claude Code + Ollama, on your machines

Data room

Research store

Deal CRM

Security & operational considerations

  • Citations required on every claim
  • Engagement-scoped data isolation
  • Human review before IC

Local / Desktop deployment

Self-hosted: agents and models run on your machines, so regulated data and credentials never leave your network. Best when data residency is non-negotiable.

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