PACT
Synthetic workspace

Pengyi A-side Collaboration Team

Relationships become
measurable progress.

An AI-native operating layer for institutional relationships, banking, fundraising, partnerships and growth.

Open control viewView operating model
Weekly operating signalsW32
Qualified relationships12+3 this week
Active opportunities72 need decisions
Follow-up completion86%Target 90%
Approval queue3Human action
Corporate BankingInstitutional SalesFundraisingPartnershipsGrowthCRM

A-side control

One view of every commitment.

Every synthetic item has an owner, evidence state, deadline and next action.

Relationship18

Mapped institutional nodes

Pipeline7

Qualified active opportunities

Meetings4

Briefed and scheduled

Funding2

Evidence packages in review

Operating team

Specialized Agents. Human authority.

Agents prepare, trace and recommend. Pengyi approves every external action and commitment.

01

Client Agent

Builds organization and account context from approved sources.

Context
02

Relationship Agent

Prepares meetings, catch-ups and evidence-backed follow-ups.

Continuity
03

Deal Pipeline Agent

Tracks stage, blockers, dependencies and next commitments.

Momentum
04

Bank Agent

Structures commercial, institutional and markets operating knowledge.

Ping An Bank Agent · Child
05

Workflow Agent

Controls deadlines, hand-offs, approvals and closure evidence.

Execution
06

Growth Agent

Designs bounded BD, partnership and GTM experiments.

Expansion
07

Review Agent

Audits freshness, conversion, ETM efficiency and evidence gaps.

Learning

Pipeline Management

Progress requires evidence.

OpportunityDomainStageEvidenceNext action
Institutional data partnershipPartnershipEngagedBrief completeHuman review
Growth workflow pilotGrowthDecisionMetric gapFreeze baseline
Banking solution mapBankingActiveSources linkedPrepare meeting
Funding evidence packageFundingReviewApproval pendingApprove scope

Governance

Autonomous preparation.
Human-controlled relationships.

  1. 01
    Least privilege

    Only approved sources and bounded working scopes.

  2. 02
    Human approval

    Required before messages, meetings, submissions and commitments.

  3. 03
    Evidence before stage

    No opportunity progresses without a traceable outcome.

  4. 04
    Private by design

    Real contacts and commercial records never enter the public bundle.