Intelligence Support Layer as a Service
ISLAS
An open-source generative UI agent infrastructure and the internal operating system powering Oakstone's investment and advisory operations across six verticals.
What Is ISLAS
One Coherent Intelligence Layer
ISLAS is a Bun-based monorepo combining a Next.js 16 PWA, a local agent worker, and a self-hosted Convex backend. It is tenant-configurable — Oakstone's deployment runs at ai.oakstonecapital.com and is branded as the Oakstone AI OS.
The system connects data, tools, and workflows through a five-layer architecture to augment decision-making across deal sourcing, credit analysis, portfolio management, and institutional reporting.
Generative UI Chat
Agent Job Orchestration
Human Approval Gates
Multi-Model LLM
Vector Document Search
MCP Integration Layer
Audit & Compliance Log
Self-Hosted & Secure
Experience Layer
Next.js 16 PWA · Generative UI
Workflow Layer
Convex · Agent Jobs · Approvals
Intelligence Layer
OpenRouter · 100+ Models · Thinking
Data Layer
KnowledgeHub · Embeddings · RAG
Integration Layer
MCP Server · API Keys · Audit Log
Architecture
Five-Layer Design
Each layer is independently deployable and composable — enabling rapid iteration without disrupting the full stack.
01
Experience Layer
A Next.js 16 PWA delivering real-time generative UI — chat interfaces, domain-specific tool components, dashboards, and IC/partner portals.
- Generative UI chat (streaming)
- Domain tool components
- PWA with offline support
02
Workflow Layer
Convex-powered orchestration pipelines managing agent jobs, deal approvals, mandate pipelines, and human-in-the-loop gates.
- Background & interactive jobs
- Approval workflows
- Real-time job log streaming
03
Intelligence Layer
Multi-model LLM orchestration via OpenRouter — 100+ models configurable per conversation, with cost tracking and optional extended thinking.
- Claude, GPT-4o, Gemini, Kimi
- Per-conversation model config
- Token cost tracking
04
Data Layer
KnowledgeHub — a semantic document store over IMs, pitch decks, reports, and contracts with vector search and hybrid full-text retrieval.
- PDF/DOCX ingestion pipeline
- 1536-dim vector embeddings
- Hybrid vector + full-text search
05
Integration Layer
MCP server, HTTP API, and audit trail — enabling external tool calls with API key management, rate limiting, and a full compliance log.
- MCP (Model Context Protocol)
- SHA-256 API key management
- Full MCP audit log
Applications
Purpose-Built Mini-Apps
ISLAS ships with six specialized applications tailored to investment and advisory workflows — each a self-contained interface powered by the shared agent infrastructure.
Applications are activated via the tenant configuration, enabling selective deployment per environment or client.
KnowledgeHub
Upload and semantically search IMs, pitch decks, financial reports, and contracts. Powered by vector embeddings with hybrid full-text retrieval.
DealRoom AI
Paste a deal summary and receive a structured analysis — executive summary, key terms breakdown, risk matrix, and IC memo draft.
Deal Pipeline
Kanban view of the deal pipeline by stage — screening, due diligence, IC review, legal, and closed — filterable by vertical and geography.
Portfolio View
Live interactive grid of investments grouped across the six verticals with drill-down company cards and performance summaries.
MacroLens
Market brief generator combining live web search with stored market notes — yield curves, GDP trends, inflation, and sector updates.
ReportBot
Automated report generation for portfolio summaries, LP letters, market updates, pipeline status, and board packs.
Agent Toolset
8 Oakstone-Specific Tools
ISLAS exposes a set of purpose-built tool functions that the intelligence layer can call during a conversation — enabling structured, verifiable actions across investment workflows.
searchDocuments()Semantic search over KnowledgeHub with document type and vertical filters.
analyzeDeal()Structured deal analysis — risk/mitigant matrix, exec summary, key terms.
generateMemo()IC memo, LP letter, and board pack generation from deal data.
trackDeal()Create and update deals in the pipeline across six status stages.
showPortfolio()Interactive portfolio view grouped by investment vertical.
showMarketBrief()Market brief and macro summary using live web + stored notes.
generateReport()Automated portfolio, market, and pipeline report generation.
showDealPipeline()Kanban pipeline view by stage — filterable by vertical and sector.
Security
Built for Institutional Use
Self-hosted on private infrastructure with layered access controls and a full compliance audit trail.
Single-Tenant Auth
Passphrase-based authentication with httpOnly cookies and 30-day sessions.
Agent Security Profiles
Gated tool access per job — MINIMAL, STANDARD, GUARDED, and ADMIN tiers.
Approval Workflows
Human-in-the-loop gates before any destructive or high-risk agent action.
Full Audit Log
Every MCP tool call logged with method, tool, success/error, IP, and duration.
Roadmap
Implementation Phases
Phase 1 — Foundation
Live0–6 Months
KnowledgeHub, Deal Co-Pilot & Portfolio View
Live deployment at ai.oakstonecapital.com. KnowledgeHub ingesting IMs, decks, and contracts with semantic search. DealRoom AI for structured deal analysis and memo drafting. Portfolio View and MacroLens for market context.
Phase 2 — Deep Integration
6–18 Months
Impala Integration & CreditBrain
Integrating Impala market data feeds into MacroLens for real-time yield curves and sector analytics. Deploying CreditBrain ML scoring for the credit vertical. Fully automated LP letters and board pack reporting.
Phase 3 — Externalisation
18–36 Months
Client-Facing Infrastructure
LP dashboards for investor reporting, ClimateDesk for development finance partners, and on-chain transactional data integration via Boolean for the digital assets vertical.
