AgenticBS

Project Overview: Angel-Driven Onchain Investment Agents

Objective: The project aims to empower angel investors and family offices by allowing them to create onchain agents via Coinbase wallets. These agents automate the process of deal discovery by converting balance sheets into narrative-driven financial stories that investors can intuitively understand. This unique approach enables agents to assess the stage and trajectory of companies efficiently, filtering deals for further due diligence.

How It's Made:

AI & Natural Language Processing:

The AI engine ingests raw financial statements in multiple formats (CSV, JSON, PDFs) and uses natural language processing (NLP) to structure data into digestible financial narratives.

A fine-tuned transformer model classifies financial inputs into key categories such as liquidity, leverage, and profitability.

Named entity recognition (NER) is used to extract specific financial entities (e.g., revenue, net profit) for better contextual analysis.

The AI refines its recommendations through reinforcement learning based on investor feedback.

Blockchain & Smart Contracts:

Investment agents operate as smart contracts on Ethereum or other EVM-compatible chains, ensuring transparent deal filtering.

Smart contracts validate financial data integrity using cryptographic proofs before submission to investors.

Funds (USDC) are transferred to the investor’s Coinbase wallet to fund deals, executed via programmable onchain transactions.

The contract layer includes automated escrow mechanisms to facilitate milestone-based investment releases.

Custom Investment Models:

Investors define proprietary investment criteria, including financial health indicators, traction, and risk factors.

Each agent can be configured with unique scoring algorithms, filtering deals based on parameters such as ARR growth, customer retention, or sector-specific trends.

These models continuously learn from historical investment performance to improve deal predictions.

Real-Time Analysis:

AI agents continuously pull financial and market data from integrated APIs (e.g., SEC filings, real-time exchange rates, and industry benchmarks).

Agents cross-reference historical valuation trends and financial ratios to predict a company’s future potential.

Real-time alerts are generated when new high-probability investment opportunities arise, allowing investors to act quickly.

Seamless Onchain Execution:

The entire workflow, from data ingestion to investment execution, is secured through onchain storage and smart contract execution.

AI-generated financial insights are timestamped and hashed onchain for verifiable transparency.

Investors can track agent performance through an onchain dashboard displaying deal flow, financial history, and returns.

Key Features:

Onchain Investment Agents:

Each investor deploys an AI-powered agent using their Coinbase wallet.

Agents function as autonomous financial analysts, continuously evaluating opportunities.

Funds (USDC) are transferred to their Coinbase wallet to fund the smart contract.

Balance Sheet-to-Story Conversion:

AI transforms raw financials into structured narratives that highlight key growth signals.

Stories are formatted in a way that investment agents can easily parse and compare.

Automated Filtering and Decision-Making:

Agents use predefined criteria to assess deal viability based on:

Revenue growth patterns

Profitability trends

Industry benchmarks

Market trajectory

Only the most promising opportunities are surfaced for human review.

Seamless Integration with Coinbase Wallets:

Investors can fund, manage, and control their agents through an onchain interface.

Transactions, deal evaluations, and agent performance tracking are stored transparently onchain.

Unique AI-Driven Investment Workflow:

Entrepreneurs submit financial data.

AI structures the data into a digestible financial narrative.

Agents compare narratives against historical success patterns.

Promising deals are flagged for deeper investor diligence.

The primary advance is how deals are scouted: at scale but personalized.

Value Proposition:

For Investors: Reduces noise and enhances the ability to spot high-potential startups quickly.

For Entrepreneurs: Provides structured feedback and an automated pathway to attract the right investors.

For the Ecosystem: Establishes a new paradigm for AI-assisted, onchain investment filtering.

Next Steps:

Finalize API integrations for seamless data ingestion.

Optimize AI narrative structuring for diverse financial inputs.

Expand agent customization features for different investment theses.

Conduct pilot trials with select angel investors and family offices.

This approach enables investors to deploy highly autonomous, AI-enhanced agents that can efficiently screen, filter, and engage with potential investment opportunities in a way that was previously impossible.

How It's Made:

AI & Natural Language Processing:

The AI engine ingests raw financial statements in multiple formats (CSV, JSON, PDFs) and uses natural language processing (NLP) to structure data into digestible financial narratives.

A fine-tuned transformer model classifies financial inputs into key categories such as liquidity, leverage, and profitability.

Named entity recognition (NER) is used to extract specific financial entities (e.g., revenue, net profit) for better contextual analysis.

The AI refines its recommendations through reinforcement learning based on investor feedback.

Blockchain & Smart Contracts:

Investment agents operate as smart contracts on Ethereum or other EVM-compatible chains, ensuring transparent deal filtering.

Smart contracts validate financial data integrity using cryptographic proofs before submission to investors.

Funds (USDC) are transferred to the investor’s Coinbase wallet to fund deals, executed via programmable onchain transactions.

The contract layer includes automated escrow mechanisms to facilitate milestone-based investment releases.

Custom Investment Models:

Investors define proprietary investment criteria, including financial health indicators, traction, and risk factors.

Each agent can be configured with unique scoring algorithms, filtering deals based on parameters such as ARR growth, customer retention, or sector-specific trends.

These models continuously learn from historical investment performance to improve deal predictions.

Real-Time Analysis:

AI agents continuously pull financial and market data from integrated APIs (e.g., SEC filings, real-time exchange rates, and industry benchmarks).

Agents cross-reference historical valuation trends and financial ratios to predict a company’s future potential.

Real-time alerts are generated when new high-probability investment opportunities arise, allowing investors to act quickly.

Seamless Onchain Execution:

The entire workflow, from data ingestion to investment execution, is secured through onchain storage and smart contract execution.

AI-generated financial insights are timestamped and hashed onchain for verifiable transparency.

Investors can track agent performance through an onchain dashboard displaying deal flow, financial history, and returns.

Key Features:

Onchain Investment Agents:

Each investor deploys an AI-powered agent using their Coinbase wallet.

Agents function as autonomous financial analysts, continuously evaluating opportunities.

Funds (USDC) are transferred to their Coinbase wallet to fund the smart contract.

Balance Sheet-to-Story Conversion:

AI transforms raw financials into structured narratives that highlight key growth signals.

Stories are formatted in a way that investment agents can easily parse and compare.

Automated Filtering and Decision-Making:

Agents use predefined criteria to assess deal viability based on:

Revenue growth patterns

Profitability trends

Industry benchmarks

Market trajectory

Only the most promising opportunities are surfaced for human review.

Seamless Integration with Coinbase Wallets:

Investors can fund, manage, and control their agents through an onchain interface.

Transactions, deal evaluations, and agent performance tracking are stored transparently onchain.

Unique AI-Driven Investment Workflow:

Entrepreneurs submit financial data.

AI structures the data into a digestible financial narrative.

Agents compare narratives against historical success patterns.

Promising deals are flagged for deeper investor diligence.

The primary advance is how deals are scouted: at scale but personalized.