Navigate Agents
The AI platform creating 10X operational efficiency through 1,000+ production agents across 60+ deployments. Not prototypes—proven technology generating real ROI.
In production, not prototypes
Across 7 service verticals
40 hours → 4 hours for key tasks
vs. 6-12 months custom builds
The Three-Layer Model
Navigate Agents delivers value across three interconnected layers: Education, Engagement, and Operations
Knowledge Platforms
Interactive learning systems that teach fundamentals and build expertise. Onboard employees, train customers, ensure consistency.
AI Advisors & Coaches
24/7 conversational AI that answers questions, provides guidance, and acts as first-line support for teams and customers.
Workflow Automation
AI agents that take action—research, generate content, analyze data, monitor systems, and execute complex workflows end-to-end.
Seven Service Verticals
Navigate Agents creates 10X capacity multipliers across professional services through AI-enhanced delivery
Pain Points
- •6+ month sales rep onboarding
- •Inconsistent product knowledge
- •20-40 hours per proposal
Navigate Solution
Aristotle-based sales training, AI sales manager coaching, automated prospect research and proposal generation
Pain Points
- •Tax code complexity
- •Manual financial reporting
- •Reactive compliance monitoring
Navigate Solution
Tax planning education platform, AI tax advisor for clients, automated financial reporting and compliance monitoring
Pain Points
- •10-20 hours per contract review
- •Manual regulatory monitoring
- •Low compliance training engagement
Navigate Solution
Legal/HR training platform, AI compliance advisor, contract analysis automation, regulatory monitoring agents
Pain Points
- •Hours per resume screening
- •Inconsistent interview scoring
- •Employee development doesn't scale
Navigate Solution
Leadership development platform, AI career coach, resume screening automation, interview intelligence
Pain Points
- •Don't know what's possible with AI
- •Complex and expensive implementation
- •Need proven use cases
Navigate Solution
AI literacy platform, AI transformation advisor, custom workflow automation for specific processes
Pain Points
- •Reactive security monitoring
- •Time-consuming code review
- •Documentation always out of date
Navigate Solution
Security awareness platform, AI security advisor, automated monitoring, code review assistance, documentation generation
Pain Points
- •10+ hours per company research
- •Manual portfolio analysis
- •Overwhelming client content creation
Navigate Solution
Wisdom AI-based investment education, AI investment advisor, automated research reports, compliance-checked content
Four Flagship Platforms
These platforms serve dual purposes: Portfolio 2 products for strategic sale AND proven templates for customer builds
Navigate Capital owns and operates these as SaaS businesses
- Generate subscription revenue until strategic exit
- Exit at 6-10x ARR multiples to strategic buyers
- Example: Sell at $6M-$10M when reaching $1M ARR
Navigate Agents builds customized versions for paying customers
- 60+ platforms deployed, customer owns 100%
- $50K-$150K deployment + ongoing support fees
- 1-4 week launches vs. 6-12 month custom builds
AI Educational Mentorship Platform
Use Cases
Sales training, product knowledge, compliance education, employee onboarding
Proven Metrics
60%+ retention, 8-12% conversion, $50-200 LTV
Investment: $10K-$25K deployment | 2-4 weeks
Investment Research & Learning Platform
Use Cases
Financial advisors, wealth managers, retail investors
Proven Metrics
$15M+ annual value for advisors, 10X research speed
Investment: $15K-$50K deployment | 2-6 weeks
Comprehensive SMB Business Advisory SaaS
Use Cases
SMBs, startups, professional services firms
Proven Metrics
3:1 to 5:1 LTV/CAC, 85-90% gross margins, <18 month payback
Investment: $15K-$50K deployment | 2-6 weeks
Enterprise Business Management System
Use Cases
Consulting firms, private equity, enterprise sales teams
Proven Metrics
$42M total value creation per customer, 320% first-year ROI
Investment: $25K-$75K deployment | 1-4 weeks
Three Partnership Models
Choose the model that fits your business stage and risk profile
Pricing
$50K-$150K upfront + $5K-$20K/month
Structure
Partner pays predictable costs, keeps 100% equity and revenue
Best For
Funded startups, established businesses, risk-averse partners
Pricing
50% upfront discount + 20-40% revenue share
Structure
Aligned incentives, reduced upfront cost, both win when revenue grows
Best For
Bootstrapped startups, unproven markets, shared risk scenarios
Pricing
Hard costs only + 10-20% equity
Structure
Minimal upfront capital, milestone-based vesting, uncapped upside
Best For
Early-stage, high-growth potential, limited cash
Why Navigate Agents Works
The competitive advantages that make Navigate Agents different
Proven at Scale
60+ deployments with 1,000+ AI agents in production. These aren't prototypes or demos—they're revenue-generating platforms with real ROI data.
Fast Deployment
1-4 week launches vs. 6-12 month custom builds. We've done this 60+ times—we know exactly what works and can deploy immediately.
Domain Expertise
Built with input from 112+ advisory partners across 7 verticals. These solutions solve real problems for real businesses.
Infrastructure Reuse
Built on Navigate Datacenter for 98% capital efficiency. Development costs spread across Portfolio 2 products and customer deployments.
Lower Risk
See working versions live before committing. Demo aristotlechat.com, stockreportai.com, and other platforms in production today.
Ready to 10X Your Operational Efficiency?
Navigate Agents powers Portfolio 2 products, enables Portfolio 3 integrations, and is available for custom deployments. See how our proven AI platform can transform your business.