Agent-powered process orchestration
investor onboardingcompliance renewalsmulti-party signingDefine your process.Your agent finishes it.
Your Concierge Agent collects data through conversation, routes documents for signature, follows up automatically, and drives every step to completion. You define the outcomes and stay in control.
What amount would you like to commit?
The real problem
Your process works. But only because your team manually holds it together.
Information lives in email threads. Documents sit in shared drives. Status lives in someone's spreadsheet. Things slip and things get re-asked. Your team needs confidence in what's actually done.
"Our NY office asked an investor for info that our Boston office had already collected the week before."
— Operations Associate
"Honestly, the only reason nothing falls through the cracks is my personal spreadsheet."
— Fund Controller
"Found out after closing that the accreditation letter was never actually signed."
— Compliance Manager
Just define the outcomes. Your agent handles the rest.
Build your process once: what to collect, what to sign, and in what order. Deploy your Concierge Agent to run it with confidence, every time.
Define
Build your process: what data to collect, which documents to sign, what order things happen in, and who's involved at each step.
You skip…
- Building forms
- Sending reminder emails
- Attaching documents
- Updating spreadsheets
- Chasing signatures
- Answering the same questions
- Tracking status in your head
Oversee
See exactly what's done, what's pending, and what needs your attention. Completed documents are delivered automatically, and every data point is stored in a durable system of record.
Every outcome has a finish line. Your agent gets you there.
From first touchpoint to final signature, structured, tracked, and complete.
Customer & client onboarding
New clients mean agreements, data collection, and compliance checks. Your Concierge Agent runs the entire intake as a single process, collecting data through conversation and routing documents for signature.
Investor onboarding & subscriptions
Subscription docs, accreditation, KYC, and countersignatures. The agent sequences every step, pre-fills from what's already known, and tracks completion across every party.
Compliance & periodic renewals
Annual certifications, document refreshes, and regulatory filings on schedule. Define the process once. Your agent runs it every cycle with a full audit trail.
Multi-party document signing
When multiple roles sign in sequence with reviews and approvals between them, the agent orchestrates the entire chain and delivers the finished package.
The Concierge Agent
An agent that runs the process, not a portal for participants to figure out.
The agent guides every participant through their steps: collecting data through conversation, routing documents for signature, and following up until every outcome is complete. No forms to build. No reminder emails to write.
Conversational data collection
The agent asks the right questions and captures structured data through natural dialogue. No forms to build, no portals to maintain.
Cross-outcome memory
Data collected in one step automatically pre-fills documents and forms in the next. Nothing gets re-asked.
Autonomous follow-through
Reminders, escalation, and document routing happen automatically. The agent drives every process to completion.
Accreditation verified
Name, entity, and investor status confirmed
Your subscription agreement is ready for review.
Subscription Agreement
12 fields pre-filled · 3 require signature
Built for industries where processes can't afford to break
See how teams in your industry use Regatta to run high-stakes workflows with confidence. Request a walkthrough →
Private Equity
→Subscriptions, KYC, countersignatures, and delivery. Define your LP process once and run it with confidence every time.
Recruiting & Staffing
→Engagement letters, offer packages, and onboarding. Define your placement process once and run it with confidence every time.
Agencies
→SOWs, approvals, signatures, and handoffs. Define your engagement process once and run it with confidence every time.
Real Estate
→Applications, approvals, document signing, and closing steps. Define your transaction process once and run it with confidence every time.
Integrations
Connected to the systems you already use
Regatta syncs with your CRM and productivity tools so collected data flows where it needs to go.
Plus a REST API and managed webhooks for custom integrations.
Enterprise-grade security at every layer
Every action inside Regatta is encrypted, logged, and access-controlled. Sensitive data stays in one place with a complete audit trail.
Signature compliance
- Tamper-evident signature packets with cryptographic proof and timestamp verification
- Complete audit trail for every data point collected and every document signed
Infrastructure security
- Field-level encryption with AWS KMS, role-based access controls, and secure cloud hosting
- Organization-scoped data isolation with complete operational audit logging
Put your Concierge Agent to work
We partner with operations, compliance, and revenue teams to configure your agents and get your first processes running.
Process templates
Start with templates for onboarding, compliance, and multi-party signing. Your agent can run them immediately.
White-glove onboarding
We'll map your processes, configure your agents, and train your team. Included for every customer.
Need something custom?
Our solutions team will map your processes, configure your agents, and train your teams.