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Kelso AI Agent

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Your Agent for ESOPs

Welcome to Kelso, your AI partner for navigating the complexities of the ESOP ecosystem. Kelso is not just a chatbot; it is a powerful agent designed with one fundamental goal: to do your work. Powered by our proprietary Village Intelligence knowledge core and fully integrated into the Peninsula Operating System, Kelso can understand, automate, and execute your most tedious and demanding workflows. Move beyond manual processes and unlock unprecedented efficiency.

Quick Start

Learn how to give Kelso your first task in minutes.

Use Cases

Explore practical examples for Trustees, TPAs, and CFOs.

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Core Capabilities

Delegate complex, multi-step tasks with simple natural language commands. Have Kelso perform a mathematical audit on valuation report financials, cross-reference plan documents, or validate census data in seconds, not hours.
Ask complex questions about ESOP mechanics, compliance rules, or strategic best practices. Kelso leverages Village Intelligence—our fine-tuned ESOP knowledge core—to provide accurate, context-aware answers and guidance.
Kelso can write and execute Python code to query, analyze, and visualize data from across the platform. Ask for a breakdown of ESOPs by state from the 5500 database or model the impact of a specific plan rule change on your participant data.
Interact with the powerful Repurchase Forecasting engine conversationally. Ask Kelso to model highly specific scenarios, like “What happens to our forecast if we change the turnover projection for our top 3 engineers by two years?”

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The Village Labs Difference: Enterprise AI

Consumer AI tools are useful, but enterprise challenges demand a more powerful, integrated solution. Kelso represents the fusion of three critical components:
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A Powerful Agent

Built on a robust, IDE-like framework, Kelso can execute complex, multi-stage tasks and will soon support “Agent Swarms” for even deeper workflow automation.
2

Deep Domain Knowledge

Kelso is powered by Village Intelligence, our proprietary ESOP knowledge core, ensuring all its actions and answers are contextually relevant and accurate.
3

A Robust Operating System

Kelso is plugged directly into Peninsula, the ESOP Operating System, giving it secure access to your structured data to perform real work, not just answer questions.

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Who Uses Kelso?

ESOP Trustees

Automate compliance checks and valuation report reviews.

Third-Party Administrators

Streamline census data validation and plan administration tasks.

Valuation Advisors

Accelerate financial analysis and report generation.

ESOP Executives (CFO/CEO)

Model complex financial scenarios and get strategic guidance.