10 Hard Questions Every Founder Should Ask Before Building an Agentic AI Marketplace, and How We are Solving Them at Taurion

The buzz around agentic AI is growing. Everyone is talking about autonomous agents, intent-based platforms, and marketplaces that can reason, act, and adapt in real-time. But building one? That is a whole different game.

At Taurion, we have spent the past several months reimagining how private market investing works, using intelligent agents to simplify how fund managers, advisors, and individual investors discover, evaluate, and syndicate deals. It has been exciting but also full of hard-earned lessons.

If you are building something similar or considering it, here are the 10 questions we had to answer and how we tackle them under the hood.

1. What is the minimum viable agent loop? 

An MVP in agentic systems is not a UI demo; it is a full closed loop of Input → Reasoning → Action → Feedback.

In Taurion, that looks like: 

• Investor enters intent or profile 

• Agent finds relevant deals using a scoring model and vector memory 

• Suggest next steps (e.g., request a DDQ, share with advisor group) 

• Log outcome 

  
  

2. Who owns the final decision, the agent or the user? 

Agents can generate, but users decide.  Every recommendation, DDQ draft, or outreach message in Taurion is reviewed and approved by the user before it goes out. Activity logs show the agent’s reasoning and source references. 

3. Where is your trust layer? 

Without trust, agentic systems fail. 

In Taurion: 

• Verified sources back Agent outputs  

• DDQs and summaries are linked to the underlying fund docs 

• We are working on agent performance profiles so our users can “choose their assistant” based on track record 

  
  

4. How do you avoid the cold start death spiral? 

You need usage to train agents, and value to get usage. Classic catch-22. 

We seeded Taurion with: 

• Curated personas for early onboarding 

• Curated interaction data for pre-training 

• Curated “starter agents” to simulate real workflows

5. What signals matter? 

In agentic marketplaces, behavior equals feedback. But not all signals are equal. 

We track: 

• engagement with recommendations 

• revision rates 

• post-recommendation actions (e.g., booked a call, started syndication) 

• syndicate shares and network effect triggers 

  
  

These feed back into our recommendation engine. 

6. Can your agents negotiate, not just search? 

This is where real utility begins. 

Taurion agents: 

• Adjust recommendations based on feedback 

• Highlight risks and fit criteria clearly 

• Run workflows to propose custom syndicates and terms 

• Provide decision support with context, not just retrieval. 

7. What is your agent’s voice? 

Our users include fund managers, advisors, and individual investors. Each needs a different tone. 

We built three agent personas: 

• Capital Partner – sharp and professional, tuned for fund workflows 

• Advisor Ally – conversational and clear, helping RIAs simplify alts 

• Explorer – friendly and educational for investors discovering private markets 

8. How do you monitor agent decisions at scale? 

We treat agents like digital employees, each with a portfolio. 

Our internal dashboard shows: 

• Approval rates 

• Decision latency 

• Override counts 

• Confidence scores 

9. Where do you keep the human in the loop? 

Human-in-the-loop is not a fallback at Taurion; it is a feature. 

We insert review steps into: 

• SPV structuring 

• Compliance flags 

• Syndication approvals 

10. What happens when agents talk to agents? 

This is what is next. 

We are building shared memory spaces and common schemas so that: 

• Allocator agents can query fund manager agents 

• Due diligence agents can negotiate data rooms 

• Syndicate agents can align term sheets between participants 

Final Thought 

Agentic marketplaces are not about layering LLMs on top of broken workflows. They are about re-architecting trust, decision-making, and execution—one interaction loop at a time.  At Taurion, we want to build the most intelligent, efficient, and trusted marketplace for alternative investments. But these principles apply to any agentic marketplace.

If you are exploring this space, building something similar, or just curious, let us connect. Always happy to swap notes and share what we are learning. Email me: sam@palatinowealth.com