The problem
What needed to change
Advisors lacked a consolidated view of portfolio health, milestones, funding readiness, engagement, and opportunity signals. Manual analysis made prioritization inconsistent and delayed intervention planning.
Multi-Agent Orchestration · Advisor Intelligence2025
Startup Intelligence & Advisor Platform
A multi-agent advisor intelligence platform for account analysis, portfolio risk, milestone tracking, readiness assessment, and recommendation generation.
Azure AI FoundryMicrosoft FabricAzure AI SearchDQM
Impact
Advisor intelligence
account, portfolio, readiness, and recommendation analysis within one workflow
Hiring signal
What this proves
Multi-agent decomposition, governed analytics, portfolio-level reasoning, readiness modeling, and recommendation design.
My role
Ownership
Developer · solution architecture, agent logic, Fabric data integration, retrieval design, readiness analysis, and workflow orchestration
Status
Enterprise implementation case study · demo available
An interactive trace is available.
Project summary
My approach
How I built it
The platform coordinates account-analysis, portfolio-analysis, readiness, and recommendation services over a governed Microsoft Fabric data foundation. Azure AI Search contributes program guidance, definitions, and contextual evidence used during recommendation synthesis.
Architecture judgment
Why this design
Advisor decisions require multiple analytical perspectives on the same account. Specialized services preserve separation of concerns, while the recommendation layer consolidates account, portfolio, readiness, and reference signals into prioritized next actions.
Architecture
High-level system design
The complete execution path, service boundaries, data stores, security controls, validation stages, and operational telemetry.
Implementation
Key components
- Fabric Lakehouse with DQM checks
- Account-level signal analysis
- Portfolio risk and concentration analysis
- Readiness assessment
- Recommendation aggregation
Technology
Tech stack
Agentic AI
Azure AI FoundryAzure OpenAIMulti-Agent Orchestration
Data
Microsoft FabricLakehouseMedallionDQM
Integration
Logic AppsFunction AppsREST APIs
Retrieval
Azure AI SearchVector SearchEmbeddings
Interactive trace
See the workflow run
advisor platform · multi-agent portfolio health sweep
Run the trace to see the main workflow stages.