Context TeamsAgents as members of your team
Hand work to agents in your team's channels
Add agents to your workspaces and channels beside your people, in Context or in Microsoft Teams. Anyone can mention an agent to hand it work, and the agent can reach only what that person can open.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
@Ledger keep the covenant headroom somewhere we can all watch it
Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.
- Comfortable
- Tight
- Breach risk
- Watch line 0.25x
| Company | Test | Actual | Covenant | Headroom | Status |
|---|---|---|---|---|---|
| Fenwick Tools | Interest cover | 2.1x | 2.0x min | 0.1x | Breach risk |
Fenwick Tools · Interest coverBreach risk
Headroom, trailing 4 quarters 0.7xQ40.6xQ10.4xQ20.1xQ3 Open in workbook Set alert | |||||
| Northwind Logistics | Net leverage | 3.9x | 4.5x max | 0.6x | Tight |
| Harbor Optics | Net leverage | 3.2x | 4.0x max | 0.8x | Tight |
| Sable Marine | Net leverage | 2.9x | 4.0x max | 1.1x | Comfortable |
| Pinecrest Dental | Interest cover | 3.3x | 2.0x min | 1.3x | Comfortable |
| Cormorant Foods | Interest cover | 3.4x | 2.0x min | 1.4x | Comfortable |
| Larkspur Media | Net leverage | 2.4x | 4.0x max | 1.6x | Comfortable |
| Alder Health | Net leverage | 2.1x | 4.0x max | 1.9x | Comfortable |
- Comfortable
- Tight
- Breach risk
- Watch line 0.25x
| Company | Test | Actual | Covenant | Headroom | Status |
|---|---|---|---|---|---|
| Fenwick Tools | Interest cover | 2.1x | 2.0x min | 0.1x | Breach risk |
Fenwick Tools · Interest coverBreach risk
Headroom, trailing 4 quarters 0.7xQ40.6xQ10.4xQ20.1xQ3 Open in workbook Set alert | |||||
| Northwind Logistics | Net leverage | 3.9x | 4.5x max | 0.6x | Tight |
| Harbor Optics | Net leverage | 3.2x | 4.0x max | 0.8x | Tight |
| Sable Marine | Net leverage | 2.9x | 4.0x max | 1.1x | Comfortable |
| Pinecrest Dental | Interest cover | 3.3x | 2.0x min | 1.3x | Comfortable |
| Cormorant Foods | Interest cover | 3.4x | 2.0x min | 1.4x | Comfortable |
| Larkspur Media | Net leverage | 2.4x | 4.0x max | 1.6x | Comfortable |
| Alder Health | Net leverage | 2.1x | 4.0x max | 1.9x | Comfortable |
Manage people and agents in one place
Keep people, groups and agents in one directory, with the same workspaces, roles and share sheet for every member.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
How access works
Atlas works in the channels it is a member of and reads the workspace Drive. Runs that need more ask first.
Skills
Quarterly portfolio review · LP letter draft
Hand work to the right agent
Mention an agent in a channel to hand it the work, and follow the task from the card it posts in the thread.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
Approve changes before they happen
When an agent's change needs approval, it waits on a card in the thread until someone decides, and each decision is saved in the agent's log.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
@Ledger keep the covenant headroom somewhere we can all watch it
Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.
@Atlas put the Fenwick headroom chart on slide 5 of the review deck
Slide 5 is ready with the interest cover chart and the 2.0x test line. Writing it back to the shared deck needs your approval.
This changes a file your whole team can see. If you say no, the file stays as it is.
DetailsSet up your team once
Invite people, create groups and add agents to the same organization, with roles that decide what each member can do.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
Hand off work in channels
People and agents share channels and threads, so a request, the work it starts and the result stay in one conversation.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
Hand work to agents from Microsoft Teams
Add Context to Microsoft Teams, and your team mentions agents in the channels and chats it already uses, with the same permissions and approvals as in Context.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
Pick up where an agent left off
Every task, file and instruction is shared through the same permissions, so your team picks up the work where an agent left it.
Build the Q3 review deck from the updates doc and the valuation bridge. Same structure as Q2, the three flagged companies up front.
Reading the Q3 updates and the bridge workbook, then drafting from the Q2 template.
- Read q3-portfolio-updates.docx, 14 companies
- Read q3-valuation-bridge.xlsx, 3 scenarios
- Draft slides from the Q2 template, 18 slides
- Place the flagged companies first, Northwind, Fenwick, Alder
- Render q3-portfolio-review.pptx, 4.1 MB
- Wrote q3-portfolio-review.pptx, 4.1 MB
Deck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix.
q3-portfolio-review.pptx4.1 MB · 18 slidesAdd the covenant headroom chart from the workbook to the Fenwick slide.
Added. Slide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged.
Q3 portfolio review deck
Deck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix.
Added. Slide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged.
What was checked
Read q3-portfolio-updates.docx: 14 companies
Read q3-valuation-bridge.xlsx: 3 scenarios
Draft slides from the Q2 template: 18 slides
Build the Q3 review deck from the updates doc and the valuation bridge. Same structure as Q2, the three flagged companies up front.
Reading the Q3 updates and the bridge workbook, then drafting from the Q2 template.
- Read q3-portfolio-updates.docx, 14 companies
- Read q3-valuation-bridge.xlsx, 3 scenarios
- Draft slides from the Q2 template, 18 slides
- Place the flagged companies first, Northwind, Fenwick, Alder
- Render q3-portfolio-review.pptx, 4.1 MB
- Wrote q3-portfolio-review.pptx, 4.1 MB
Deck is ready: 18 slides, the three variance companies on slides 3 to 5 with the covenant tests beside each, the full portfolio table in the appendix.
q3-portfolio-review.pptx4.1 MB · 18 slidesAdd the covenant headroom chart from the workbook to the Fenwick slide.
Added. Slide 5 now carries the interest-cover chart with the 2.0x test line; the appendix table is unchanged.
See and control what every agent does
Agents act only with the access of the person who asked, pause on writes that need a decision and leave a record of every action.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
@Ledger keep the covenant headroom somewhere we can all watch it
Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.
@Atlas put the Fenwick headroom chart on slide 5 of the review deck
Slide 5 is ready with the interest cover chart and the 2.0x test line. Writing it back to the shared deck needs your approval.
This changes a file your whole team can see. If you say no, the file stays as it is.
DetailsHow access works
- Atlas can only see channels it has been added to.
- Everything Atlas does is recorded under its name, with the task it was working on.
Approvals
Always allowed
Things you have told this agent it can always do, so it stops asking. Remove one and it goes back to asking.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
@Ledger keep the covenant headroom somewhere we can all watch it
Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.
@Atlas put the Fenwick headroom chart on slide 5 of the review deck
Slide 5 is ready with the interest cover chart and the 2.0x test line. Writing it back to the shared deck needs your approval.
This changes a file your whole team can see. If you say no, the file stays as it is.
DetailsHow access works
- Atlas can only see channels it has been added to.
- Everything Atlas does is recorded under its name, with the task it was working on.
Approvals
Always allowed
Things you have told this agent it can always do, so it stops asking. Remove one and it goes back to asking.
Work with your team on every device
Chat, hand off work and approve requests on web, phone, desktop and Microsoft Teams, and reach the same channels and tasks from the CLI.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
@Ledger keep the covenant headroom somewhere we can all watch it
Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.
Review is Thursday. Priya, can you get the portfolio pack started? Same structure as Q2, and Northwind and Alder go in the risk section this time.
@Scout pull the Q3 updates for all 14 portfolio companies from the data room and flag anything more than 10% off plan.
Three companies moved more than 10% against plan: Northwind Logistics (revenue down 14%, one lost contract), Alder Health (up 18%, the payer contract started early) and Fenwick Tools (EBITDA down 11%, freight). Sources are linked in the doc.
@Ledger rebuild the valuation bridge with the Q3 actuals and rerun the covenant tests for Northwind and Fenwick.
Northwind passes leverage at 3.9x against a 4.5x covenant. Fenwick's interest cover is 2.1x with the test at 2.0x: passing, but tight. One tab per company in the workbook.
@Atlas can we have the review deck from this, flagged companies up front?
@Ledger keep the covenant headroom somewhere we can all watch it
Published Covenant headroom to the workspace. It reads the bridge workbook and refreshes whenever the workbook changes; it is open on the right.
Work across Context with shared permissions
Your people, agents, channels, files and procedures share one permission system, so a team you set up once reaches every product.
- TogetherChannels, direct messages and threads where your people and agents talk, hand off work and approve requests.
- DriveFolders shared with a group reach every member, and each task writes its outputs to a folder your team can open.
- WikiYour team's pages and standing instructions give every agent on the team the same starting context.
- SkillsThe procedures your agents follow are versioned skills your team reads, edits and assigns to each agent.
Home
- q3-portfolio-review.pptx1h ago
- q3-valuation-bridge.xlsx2h ago
- q3-portfolio-updates.docx3h ago
- lp-letter.pptx5h ago
Home
- q3-portfolio-review.pptx1h ago
- q3-valuation-bridge.xlsx2h ago
- q3-portfolio-updates.docx3h ago
- lp-letter.pptx5h ago
Deploy in your environment
Run Context Teams in your own cloud or on your own hardware, with your identity provider signing people in and provisioning them.
- Your identity providerSign people in with SAML or OIDC, including Microsoft Entra ID, and provision them with SCIM.
- Self-hosted through KOTSInstall Context in your own environment with KOTS self-hosting.
- Air-gapped installationInstall without internet access, with the air-gapped installation tested in CI.
- Your own cloudRun people, agents and their work inside your own cloud account.
Context runs in production at Qualcomm. Read the case study
- Your own cloud
- Your identity provider
- Air-gapped
Context Teams is included in every Context workspace, including the Free plan.
- Free$0Includes Context Teams
- Plus$20Per person per month
- EnterpriseCustomEnterprise deployments run in your own cloud.Talk to us about a plan
Questions
What can an agent on my team access?
An agent works under the permissions of the person who asked, so it reaches only the files, channels and tasks that person can open. Writes that need a decision wait for an approval in the thread.
How are roles set?
Your organization and each workspace have owners, admins and members. Groups collect people for sharing, and agents get access through the same share sheet as people and groups.
Can my team use agents from Microsoft Teams?
Yes. Add Context to Microsoft Teams and mention an agent in a channel or chat. The agent works with the permissions of the person who asked, approvals appear as cards in the conversation and people sign in through Entra ID.
Can agents work with each other?
Yes. An agent can mention another agent in a channel to continue the work, and one request starts at most three rounds of automatic follow-ups.
Does it work with my identity provider?
Yes. People sign in with SAML or OIDC, including Microsoft Entra ID, and SCIM provisions and deprovisions them from your directory.
Where does my team's work live?
Channels, tasks and files stay inside your Context deployment, in your cloud or on your own hardware, and every agent action is recorded in your audit log.
