Approve AI agents in weeks, with evidence your leadership can sign off

Private equity firms hold some of the most sensitive data in finance, usually with security teams far smaller than the firm's footprint. Geordie shows you what every agent is actually doing, step by step, so you can approve the AI platforms your deal teams want and explain exactly why it is safe to do so.

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Trusted by investors, lenders and PE-backed businesses

The firm wants to move on AI faster than a lean team can check it

Deal teams, investor relations and portfolio operations all want the productivity agents offer, and the firm's competitors are already using them. Without evidence of what agents actually do with deal data, the only defensible answer a security lead can give is to wait, and waiting carries a cost of its own.

Sensitivity

The data is the business

Deal flow, investor information and portfolio financials sit behind every connector an agent might use, and an exposure there is not one the firm can take back.

Approval

Without visibility, the answer is no

A security lead cannot accept a risk they cannot see, so platforms stay blocked while firms that found a way to say yes move months ahead on new AI capabilities.

Continuity

Downtime can cost more than the incident

A hedge fund customer told us that downtime from a failed control could cost more than a security incident, which rules out any control that can fail closed in the middle of a live process.

Show leadership what every agent is actually doing

A model's settings and a network log both miss the part leadership is actually asking about, which is what each agent did on someone's behalf. Geordie connects every agent to its owner, the data it can reach and the actions it took, which gives a lean team the evidence to approve a platform with confidence.

What Geordie records for every agent action

The whole loop, in order, with the reasoning attached

01 Context What the agent was told, and what it remembers
02 Configuration Instructions, skills and permissions in force
03 Plan The steps it intends to take
04 Tool call The action, its arguments and the credentials used
05 Response What came back, and what it changed

Find every agent in use

Sanctioned platforms and the ones people use anyway, found where they run rather than through a survey that is out of date the day it closes.

Map access to deal data

Every connector, knowledge base and permission behind each agent, so you know what it could reach before you decide whether it should.

Document every approval

A tamper-proof record of what each agent did gives every platform decision a documented review behind it, ready for leadership, investors or an auditor.

Attribute agent spend

Token spend tied to the agent, action and owner behind it, so the cost of AI adoption is as visible to the firm as its risk.

Remediation, powered by Beam

Approve with controls, not caveats

Beam acts through the agent's own configuration and context, with no gateway for a small team to run and no chokepoint to fail. Policies are deterministic and set by team and use case, so a deal team agent can work with the data room while an agent elsewhere in the firm is steered away from it.

Monitor Observe and record, with cost and risk in view
Guide Add context that adjusts how the agent proceeds
Confirm Pause for an operator's decision before it acts
Enforce Always-on policy where a boundary must hold

Nothing new for a small team to babysit

Geordie goes out through the device management you already run and reports risk at four plain levels, so the people reviewing it spend their time on decisions rather than on infrastructure or log trawling.

About 10 minutes through MDM Jamf, Intune or Kandji, at user-level permissions
No gateway to run Controls act through the agent, not a proxy you maintain
Critical, High, Medium, Low Risk from configuration plus observed behavior
SOC 2 Type 2 · ISO 27001 · GDPR No third-party LLM sub-processors handle customer data

How one private equity firm got to yes

A global firm that went from blocking every agent platform to approving three, with a documented review behind each approval.

Global private equity firm About $150B AUM

How a global private equity firm went from blocking agents to approving them

The firm's security team had no way to evidence what agents did with deal data, so every platform stayed blocked. Geordie ran as a scheduled task, with no endpoint agent or SSL inspection, and gave leadership a step-by-step view of agent behavior to approve against.

major AI vendors approved
0 → 3: to approve a new AI platform
Months → days

Read the story

“Geordie didn't just give us visibility. It gave us the ability to move.”

Security leader Global private equity firm

What private equity security leaders tell us

“My leadership team approved these [AI platforms] because I could show them with Geordie what the agents were doing. Not what the model was doing. Not what the network was logging. What the agent was actually doing, step by step.”

Security leader Global private equity firm

“Without visibility, you can't accept risk. You can only block it.”

Senior Security Engineer Global private equity firm

“Before Geordie, I couldn't give my leadership team anything concrete. Now I can walk in and say here's what we can see, here are the risks we've identified, here's how we've addressed them, and here's why I'm comfortable giving this the green light.”

Senior Security Engineer Global private equity firm

Questions from private equity teams

Very little, because deployment runs through the MDM you already use and there is no gateway or proxy to maintain. Findings arrive classified at four plain risk levels, so your team spends its time on decisions rather than on trawling through logs.

Geordie records what each agent did step by step, what it could reach and whose credentials it used, which gives every approval a documented review that leadership can read before they sign it off.

Geordie holds SOC 2 Type 2 and ISO/IEC 27001 certification and is GDPR compliant, and no third-party LLM sub-processors handle customer data, so information from your deal teams isn't processed by an outside model provider.

Policies can be set by team, role and use case, so an agent working on a live deal can use the data room while an agent elsewhere in the firm is steered away from the same data.

Geordie doesn't need either, because Beam applies controls through the agent's own configuration and context. That leaves no chokepoint in the execution path to fail open or closed, and nothing extra for a small team to run.

Geordie collects from wherever your agents operate, using a lightweight endpoint sensor on Mac, Windows and Linux, APIs and telemetry across cloud and SaaS platforms, direct scanning of code repositories, and a browser extension for agents that work inside web apps.

Approve your next AI platform with evidence

We will show you the agents already in use across the firm, the data each one can reach, and what it would take to say yes.

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