Valgrind

Bring your own agents. Run the work in one system.

Valgrind is agent-agnostic. Attach the agents you already trust to CRM, Verify, sales, and the rest — without locking the firm to one model vendor.

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The problem today

The work is split. The file is not.

Banks and regulated desks still run agents in a chat window, relationships in a CRM, and KYC, KYB, and AML in a side tool. When someone asks who did what, there is no one record to produce.

  • Agents off the record

    Notes, drafts, and checks live in prompts the institution cannot defend.

  • Three systems, no file

    CRM, screening, and chat do not share a contact or company.

  • A house model you did not choose

    Switching vendors means re-teaching the desk. The file is still not in one place.

What Valgrind is solving

One workspace. Your agents. A file you can defend.

Valgrind is agent-agnostic. Attach the agents you already trust to CRM, Verify, and the rest. KYC, KYB, and AML file back to the same record — with an audit trail.

  • Bring your agents

    Claude, Copilot, Gemini, or internal agents you already approved. No forced house model.

  • CRM and checks together

    Contacts, companies, KYC, KYB, and AML sit on one file.

  • Audit trail on every action

    Who acted, which agent ran, what was held. The institution keeps the file.

Bring your AI for CRM, KYC, KYB, and AML

Valgrind is agent-agnostic. Attach Claude, ChatGPT, Gemini, Grok, or your own internal agents — they operate the same workspace your team uses.

Claude

Run CRM workflows, draft client notes, and screen records with Anthropic Claude.

Built for institutions that keep control.

The workspace is the system of record. Agents operate it. Your team decides which agents run, what they can touch, and what stays on the file.

Built for the desks that have to answer for the file

One client view

Contacts, companies, inbox, and files in one place — agents and people share the same record.

Pipeline on people

Deals and stages sit on the contacts you already have, not a second CRM.

Calls on the file

Recordings and transcripts file back to the relationship automatically.

RelationshipOne client view with pipeline, inbox, and calls on the same record.ComplianceKYC, KYB, sanctions, audit trail, and legal hold on every file.OperationsShared desks, one workspace, and lock-screen so the floor stays on the record.SecurityBring approved agents, GDPR-ready records, and desk lock controls.LegalDefensible files with holds, e-sign, and full action history.SalesPipeline and forecast on the contacts you already have in CRM.RelationshipOne client view with pipeline, inbox, and calls on the same record.ComplianceKYC, KYB, sanctions, audit trail, and legal hold on every file.OperationsShared desks, one workspace, and lock-screen so the floor stays on the record.SecurityBring approved agents, GDPR-ready records, and desk lock controls.LegalDefensible files with holds, e-sign, and full action history.SalesPipeline and forecast on the contacts you already have in CRM.

One workspace. Multiple surfaces for your team.

Turn on CRM, VERIFY, HELIX, NEXUS, CALLER, and SIGNUM. Agents run them the same way a person would.

CRM

The workspace

Contacts, companies, inbox, lists, planner, and files. This is the record agents and people share.

  • Contacts & companies

    People linked to firms, with activity on every record.

  • Unified inbox

    Email, calls, and notes in one view, tied to the contact.

  • Shared lists

    Contact and company lists the desk can share and work from.

  • Planner & calendar

    Tasks, meetings, and time on the people they belong to.

  • Audit trail

    Every action logged — who did what, and when.

  • Files on the record

    Documents next to the contact or company they belong to.

  • Desk lock

    A profile code locks the dashboard on a shared desk.

  • Custom fields

    Fields and multi-company links that match how the firm files.

  • Tasks & timesheets

    Timers, subtasks, and time related back to the record.

Plus billing, notes, intel, and Suite — same workspace.

More than the CRM

Verify, security, calls, and a portal — one workspace, one file, one audit trail.

Usage billed per check

Verify

KYC, KYB, and sanctions on the contact or company record.

Full action history

Security

Audit trail, legal hold, and GDPR-ready records in the CRM.

Click-to-call from a contact

Caller

Calls, recordings, and transcripts filed on the relationship.

Your brand, your domain

Suite

A white-label portal when clients need to see the records you share.

CRM + audit trail

Workspace

Contacts, companies, inbox, files, and the audit trail agents write to.

What you can defend.

Banks do not buy a chatbot. They buy a file they can produce: who acted, which agent ran, what was checked, and what was held.

Audit trail

Every action is logged so administrators can see who did what, and when — people and the agents they attached.

Legal hold

Freeze a contact, company, or file so it cannot be deleted while a matter is open.

GDPR-ready records

European data rules are built into the workspace, not bolted on as a later pack.

KYC, KYB, sanctions

Verify files checks on the same CRM record as the relationship. Screening is not a side spreadsheet.

Calls and files on the record

Recordings, transcripts, and documents sit next to the people they belong to, with the same holds and history.

Desk lock

Lock the dashboard with a code from Profile so a shared desk does not leave the workspace open.

How it works

Valgrind is the product surface. Your agents do the work. The firm keeps the file.

  1. 01

    Stand up the workspace

    CRM first: people, firms, files, inbox, and an audit trail.

  2. 02

    Attach the agents you trust

    Internal, vendor, or both. They operate CRM, VERIFY, HELIX, and the rest — you choose which agents run.

  3. 03

    Work stays on the record

    Checks, calls, and deals file back to the same contact or company. Nothing important lives only in a prompt.

Run the work. Keep the file.

Private beta. No self-serve trial. Request access and we will be in touch.

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