Ontology-based enterprise agents

Connect enterprise data and systems into business context so agents can do real work.

With every task, agents deepen their understanding of the enterprise.

A context agent uses ontology and the knowledge graph to surface new relationships and exceptions from work as knowledge candidates. Verified and approved context is reused when connecting new data and performing the next task.

Integrate agents into existing workflows without redesigning the work around them.

Start quickly from existing data, systems, and business rules
Begin where needed and expand as the work changes

Validate knowledge candidates from work and reuse approved context in the next decision.

Structure new relationships and evidence as knowledge candidates
Reuse verified and approved context across new data and work

Hopfia agents carry knowledge from each task into the next decision, continuously accelerating how the enterprise responds to change.

Documents and system records become business context through ontology and the knowledge graph. A context agent discovers and validates knowledge candidates so specialist work agents can reuse approved context in future work.

Turn enterprise data into business context

Connect documents, systems, and work records through ontology and the knowledge graph.

Validate rules and know-how candidates

Compare knowledge candidates with existing rules to identify conflicts and exceptions.

Expand enterprise knowledge through work

Reuse verified and approved relationships, rules, and know-how across agents and future work.

Agents inherit verified context and adapt faster as the business changes.

The next agent reuses connected data, systems, and approved decision criteria, accelerating integration and expansion into new workflows.

Faster integration into existing workflows

Agents start from existing data, systems, and business rules.

Governed change adoption

Verified and approved relationships and exceptions carry into future decisions.

Approved context reuse

The next agent inherits approved context and decision criteria from prior work.

Scalable cost control

Shared context avoids repeating connection, operation, and review work for every agent.

Industries

Connect industry context through ontology.

Hopfia connects industry data, operating rules, and relationships to configure the agents each organization needs.

Financial services

Hopfia Finance

Connect financial data and business context to build agents for research, analysis, diligence, risk management, and other financial work.

Explore Hopfia Finance

Manufacturing

Hopfia Core

Connect enterprise data, systems, and operating rules to build agents for manufacturing operations.

Explore Hopfia Core

Defense

Hopfia Core

Connect complex organizational and operational context to design agents that work within controlled environments.

Explore Hopfia Core

Two solutions

Hopfia Core

Hopfia Core connects data, systems, processes, and operating rules across enterprise and industrial operations through ontology-based business context. It helps organizations configure the agents they need on top of existing work environments and reuse approved relationships and rules in subsequent workflows.

HOPFIA COREACME COMMERCIAL

Business ontology12 nodes · 14 relations

0 active

CRMAccounts

C-2041Connected

ERPOrders

PO-8821Connected

DOCSPolicies

POLICY-Q3Connected

ENTITYCustomer

accountC-2041

regionAPAC

ENTITYOrder

customerACME

amount$240K

RULEPolicy

threshold$100K

ownerFinance

EVENTApproval

stateRequired

sourceWORK

KG REFERENCEDAgent context

CUSTOMERORDERPOLICYAPPROVAL

KG v12.44 records

React Flow

Business context
Connect data, systems, and operating rules through ontology to create the execution context agents need to understand and perform business work.
Verified change
Review new relationships and rules, then apply approved changes to the agent’s business context.
Agent operations
Manage permissions, approvals, and execution records in one flow so agent work can be traced.

Hopfia Finance

Hopfia Finance connects financial-institution data, documents, operating rules, and relationships through ontology-based financial context. It helps configure agents for research, analysis, diligence, risk management, and other financial workflows, while making reviewed results and knowledge reusable in subsequent work.

27 records

Search checklist

IssueBackgroundIssue FindingsHidden InformationDiligence ThemeDiligence TopicPriorityEvidenceSub Agent

1EBITDA add-back quality not evidencedProposed senior secured private credit facilityLeverage depends on unverified adjustmentsRun-rate savings and normalization inputs are not independently supported.Creditworthiness & Debt CapacityValidate maintainable EBITDACriticalPrivate Credit Underwriting Model · Underwriting!B6:E9Investment DD Agent

2Customer concentration riskTop three customers drive 48% of revenueRenewal and churn evidence is incompleteNo downside case isolates the loss of the largest customer.Revenue DurabilityStress customer concentrationHighCommercial Review Pack · p.8Investment DD Agent

3Working-capital volatilitySeasonal inventory build and receivable swingsBorrowing-base headroom remains untestedPeak funding needs exceed the period shown in management forecasts.LiquidityValidate seasonal cash needsHighMonthly Cash Flow Model · Sheet 4Investment DD Agent

4Collateral coverage uncertaintyInventory and receivables secure the facilityDownside recovery values need validationNo field exam or third-party appraisal has been completed.Collateral ProtectionTest recovery coverageCriticalCollateral Schedule · p.3Investment DD Agent

5Covenant headroom compressionMinimum liquidity and leverage testsDownside case indicates possible breachThe forecast excludes a delayed expansion ramp.Covenant ProtectionRun downside covenant caseCriticalCovenant Model · Base and DownsideInvestment DD Agent

6Sponsor equity cushionAcquisition financing capital structureEquity contribution timing is unconfirmedThe commitment letter remains subject to conditions.Capital StructureConfirm funded equityHighSources & Uses · p.2Investment DD Agent

7Refinancing maturity wallExisting facilities mature within 18 monthsTakeout financing remains market-dependentNo committed extension is available.Refinancing RiskConfirm maturity solutionHighDebt Schedule · p.5Investment DD Agent

8Interest coverage sensitivityFloating-rate private credit facilityRate shock materially reduces coverageHedging terms have not been agreed.Debt Service CapacityStress interest coverageHighInterest Sensitivity · p.6Investment DD Agent

9Supplier dependency exposureTwo suppliers provide 61% of critical inputsAlternative sourcing has not been qualifiedLead times may extend beyond the current liquidity runway.Supply Chain ResilienceValidate dual-source readinessHighVendor Concentration Report · p.11Investment DD Agent

10Forecast conversion gapManagement plan assumes accelerated pipeline conversionBookings evidence does not support the rampWeighted pipeline includes unsigned enterprise opportunities.Forecast ReliabilityRebuild revenue bridgeCriticalManagement Forecast · Sheet 7Investment DD Agent

11Key-person operating riskFounder retains direct control of major accountsSecond-line ownership remains unclearNo documented transition plan exists for strategic relationships.Management ContinuityAssess leadership dependencyMediumOrganization Review · p.4Investment DD Agent

12Capex underinvestmentMaintenance spend trails depreciationNear-term free cash flow may be overstatedDeferred equipment replacement is excluded from the base case.Cash Flow QualityNormalize maintenance capexHighFixed Asset Register · p.14Investment DD Agent

13Tax exposure not reservedMulti-state operations expanded rapidlyPotential nexus liabilities are unquantifiedHistorical filings do not cover all operating jurisdictions.Contingent LiabilitiesQuantify tax exposureHighTax Diligence Summary · p.9Investment DD Agent

14Cyber insurance coverage gapCustomer data supports the core platformPolicy limits trail modeled incident costsBusiness interruption coverage excludes key vendors.Operational ProtectionTest cyber loss coverageMediumInsurance Binder · p.22Investment DD Agent

15Change-of-control consent riskMaterial contracts contain assignment restrictionsRequired customer consents are incompleteTwo strategic contracts permit termination upon a transaction.Transaction ExecutionClear contract consentsCriticalContract Review Matrix · Row 18Investment DD Agent

16Integration cost omissionBase case assumes immediate operating synergiesOne-time integration costs are not modeledSystems migration and retention payments remain unbudgeted.Value CreationBuild integration cost caseHighSynergy Plan · p.17Investment DD Agent

17Deferred revenue qualityPrepaid enterprise contracts support near-term liquidityService obligations are not reconciled to billingsRefund and implementation exposure is omitted from cash forecasts.Revenue QualityReconcile deferred revenueHighRevenue Recognition Memo · p.12Investment DD Agent

18Unfunded retention planTransaction depends on a small technical leadership teamRetention awards are still under negotiationIncremental cash cost is excluded from sources and uses.Management ContinuityFund retention obligationsHighRetention Planning Note · p.3Investment DD Agent

19Product margin compressionGrowth plan shifts mix toward lower-margin offeringsPrice realization trails input cost inflationThe base case assumes recovery without contracted increases.Gross Margin SustainabilityValidate price-cost recoveryCriticalProduct Margin Bridge · Sheet 5Investment DD Agent

20International cash trappingForeign subsidiaries hold material operating cashUpstreaming mechanics remain untestedWithholding taxes and local restrictions are not modeled.Tax and Cash MobilityValidate foreign cash accessHighEntity Cash Schedule · p.6Investment DD Agent

21Warranty reserve shortfallInstalled equipment base expanded rapidlyReserve coverage declined despite higher claimsCohort-level failure rates were not provided.Contingent LiabilitiesNormalize warranty reserveMediumClaims and Reserve Analysis · p.10Investment DD Agent

22Sales pipeline duplicationForecast aggregates regional opportunity listsDuplicate and stale opportunities inflate coverageNo common account identifier is enforced across regions.Forecast ReliabilityClean pipeline coverageHighPipeline Quality Review · p.7Investment DD Agent

23Data migration dependencyValue-creation plan requires platform consolidationMigration scope and ownership remain incompleteCustomer downtime and remediation costs are not budgeted.Integration ExecutionValidate migration readinessHighTechnology Integration Plan · p.15Investment DD Agent

24Lease renewal escalationDistribution network relies on expiring facilitiesRenewal assumptions trail current market quotesRelocation alternatives and downtime are unmodeled.Lease EconomicsStress renewal costsMediumLease Schedule · p.18Investment DD Agent

25Regulatory approval timingClosing requires multiple jurisdictional clearancesBase case assumes simultaneous approvalsLong-stop and interim operating costs are not sensitized.Transaction ExecutionModel approval timingCriticalRegulatory Workplan · p.4Investment DD Agent

26Inventory obsolescence exposureNew product transition leaves legacy stockProvisioning policy does not reflect sell-throughSecondary-channel recovery values remain unsupported.Liquidity and Working CapitalAssess inventory recoverabilityHighInventory Aging · Sheet 9Investment DD Agent

27Post-close liquidity minimumDebt funding leaves limited opening cashDay-one payments approach minimum liquidityFees, taxes, and delayed collections are not fully phased.Debt Service CapacityValidate closing liquidityCriticalClosing Funds Flow · p.5Investment DD Agent

Financial context
Connect financial data and documents with operating rules and relationships to create the context agents need to understand financial work.
Reviewable outcomes
Organize work outcomes with their supporting evidence so financial institutions can review decisions and workflows.
Financial agent operations
Configure agents for financial-institution workflows and reuse reviewed knowledge and context in subsequent work.

From data analysis to a pilot agent in days.

Hopfia connects existing data analysis and ontology construction to a pilot agent for real business work.

Contact Hopfia

Choose a pilot review, guide, briefing, assessment, or demo.

Ontology-based enterprise agents

With every task, agents deepen their understanding of the enterprise.

Hopfia agents carry knowledge from each task into the next decision, continuously accelerating how the enterprise responds to change.

Turn enterprise data into business context

Validate rules and know-how candidates

Expand enterprise knowledge through work

Agents inherit verified context and adapt faster as the business changes.

Faster integration into existing workflows

Governed change adoption

Approved context reuse

Scalable cost control

Connect industry context through ontology.

Financial services

Manufacturing

Defense

Two solutions

Business context

Verified change

Agent operations

Financial context

Reviewable outcomes

Financial agent operations

From data analysis to a pilot agent in days.