Specify the deliverable first
Define the first output as a draft credit memorandum with a citation-linked evidence register. Specify the required sections, the authoritative document versions — CIM, QoE report, lender presentation, draft credit agreement — the questions to answer, and the decisions reserved for the investment committee.
Give each specialist a bounded mandate
The retrieval agent organizes the VDR. The analysis agent bridges reported to Adjusted EBITDA and runs approved scenarios through a deterministic calculation engine. The documentation specialist extracts covenants, baskets, and blocker provisions. The editor assembles the memo while preserving the distinction between fact, assumption, and open question.
Build the exception queue first
Missing reporting periods, conflicting financial figures, and undocumented add-backs should become visible, owned tasks. An agent must be able to halt and request a source. Require citation-level provenance for every material assertion and a logged record of each transformation applied to a figure.
Inspect the handoffs
The investment professional should see what each specialist produced and which sources the next specialist relied on. Typed, inspectable handoffs make an incorrect assumption easy to locate before it propagates into the credit memo.
Evaluate against your own standard
Score whether the output is complete, the figures reconcile, the citations entail the statements, and the open questions are useful. Build an evaluation harness from memos your team has already approved, and use it as the benchmark before expanding the workflow.