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The IDE for ESOPs

The Peninsula platform is designed from the ground up as an “IDE for ESOPs”—an integrated development environment for employee ownership professionals. This architecture brings together your data, tools, and the powerful Kelso AI Agent into a single, cohesive interface, eliminating the need to switch between disparate applications and manually transfer data. The user interface is built on a simple yet powerful three-pane layout, ensuring that you have access to everything you need without losing context.

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1. Left Sidebar: Navigation & Tooling

This is your command center for navigating workspaces and accessing your toolset.
  • Workspaces: Switch between different client environments or internal projects. Each workspace contains its own set of clients, files, and configurations.
  • Clients & Cases: Drill down into specific client data, managing all related files and information in a structured manner.
  • Modules & Tools: This is where you can add and manage specialized capabilities. Kelso gains access to any tools installed here, allowing it to perform new, more advanced workflows. Examples include the Repurchase Forecasting module, a custom Fairness Opinion generator, or a Plan Document analyzer.

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2. Main View: Your Workspace Canvas

The main view is a flexible canvas where your work gets done. It’s fundamentally a powerful file viewer that can render various formats:
  • PDFs: Review valuation reports or plan documents.
  • Spreadsheets: Analyze financial models or census data.
  • Documents: Draft plan amendments or review legal opinions.
This is your active context. Any file or data you open here becomes the immediate focus for Kelso, allowing you to ask questions and issue commands about the specific information on your screen.

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3. Right Sidebar: The Kelso AI Agent

Kelso is always available in the right sidebar, ready to work. It maintains awareness of your context in the Main View and can leverage all the tools installed in the Left Sidebar. This tight integration is the key to its power, enabling you to:
  • Ask questions about the open file: “Summarize the vesting schedule in this plan document.”
  • Execute complex workflows: “Reconcile the transactions in this bank statement against our trust accounting data.”
  • Run analyses: “Using the Repurchase Forecasting tool, model the impact of a 10% increase in company valuation on the open spreadsheet.”