What Osmosis Analyst Does
Osmosis Analyst is a Microsoft 365 Copilot agent that lets capital-raising, investor-relations, and manager-research teams query Osmosis’s institutional allocator intelligence — qualified leads, buying signals, board and investment-committee meetings, consultant activity, and personnel moves — in plain English from Copilot Chat.
It answers from the same continuously updated data that powers osmosis.fm — pension funds, endowments, foundations, insurers, and other institutional investors — and every answer cites the Osmosis pages it draws from.
What you can ask
- Find qualified leads — allocators showing fresh buying signals for a strategy such as private credit, private equity, real estate, or infrastructure.
- Research allocators — resolve and profile any tracked institution, with assets, board, and staff detail.
- Track meetings — recent board and investment-committee meetings and their investment implications.
- Follow consultants and personnel — where a consultant is active, and personnel moves across the market.
- Prep for outreach — pitch-ready briefs, plus organizations, people, and meetings prepared for import into your CRM.
How it fits in your tenant
- Read-only. The agent retrieves and summarizes Osmosis data. It doesn’t write to your CRM or change any data — CRM imports are prepared as structured output for you to apply in your own CRM.
- No access to your tenant data. The agent requests no Microsoft Graph permissions and can’t read your mail, files, or SharePoint. It answers only from Osmosis’s own dataset.
- Nothing runs in your tenant. The agent is a configuration package — no executable code. Queries go over TLS to Osmosis’s hosted service.
- You sign in with your Osmosis account. Access follows each user’s Osmosis entitlements, and no credentials are stored in the package.
What Osmosis Analyst Does
Osmosis Analyst is a Microsoft 365 Copilot agent that lets capital-raising, investor-relations, and manager-research teams query Osmosis’s institutional allocator intelligence — qualified leads, buying signals, board and investment-committee meetings, consultant activity, and personnel moves — in plain English from Copilot Chat.
It answers from the same continuously updated data that powers osmosis.fm — pension funds, endowments, foundations, insurers, and other institutional investors — and every answer cites the Osmosis pages it draws from.
What you can ask
- Find qualified leads — allocators showing fresh buying signals for a strategy such as private credit, private equity, real estate, or infrastructure.
- Research allocators — resolve and profile any tracked institution, with assets, board, and staff detail.
- Track meetings — recent board and investment-committee meetings and their investment implications.
- Follow consultants and personnel — where a consultant is active, and personnel moves across the market.
- Prep for outreach — pitch-ready briefs, plus organizations, people, and meetings prepared for import into your CRM.
How it fits in your tenant
- Read-only. The agent retrieves and summarizes Osmosis data. It doesn’t write to your CRM or change any data — CRM imports are prepared as structured output for you to apply in your own CRM.
- No access to your tenant data. The agent requests no Microsoft Graph permissions and can’t read your mail, files, or SharePoint. It answers only from Osmosis’s own dataset.
- Nothing runs in your tenant. The agent is a configuration package — no executable code. Queries go over TLS to Osmosis’s hosted service.
- You sign in with your Osmosis account. Access follows each user’s Osmosis entitlements, and no credentials are stored in the package.
Requirements
You’ll need a few things in place before you start:
- An Osmosis account — sign in with the same email and password you use at osmosis.fm, or use Sign in with Google on the account tied to Osmosis. Osmosis is licensed to organizations under an annual agreement — individual subscriptions aren’t offered. If your firm has an Osmosis agreement, create your account with your work email; otherwise email [email protected] to arrange access for your team.
- Microsoft 365 Copilot access — a Microsoft 365 Copilot license, or pay-as-you-go Copilot access, depending on your tenant’s billing setup.
- The agent enabled for you — a Microsoft 365 administrator enables Osmosis Analyst from the Microsoft 365 agent store (Microsoft Marketplace) and assigns it to your users or groups. See For administrators.
- Network access to osmosis.fm — your browser must be able to reach osmosis.fm to sign in.
Requirements
You’ll need a few things in place before you start:
- An Osmosis account — sign in with the same email and password you use at osmosis.fm, or use Sign in with Google on the account tied to Osmosis. Osmosis is licensed to organizations under an annual agreement — individual subscriptions aren’t offered. If your firm has an Osmosis agreement, create your account with your work email; otherwise email [email protected] to arrange access for your team.
- Microsoft 365 Copilot access — a Microsoft 365 Copilot license, or pay-as-you-go Copilot access, depending on your tenant’s billing setup.
- The agent enabled for you — a Microsoft 365 administrator enables Osmosis Analyst from the Microsoft 365 agent store (Microsoft Marketplace) and assigns it to your users or groups. See For administrators.
- Network access to osmosis.fm — your browser must be able to reach osmosis.fm to sign in.
Getting Started
Once your administrator has enabled the agent, there’s nothing to install. Osmosis Analyst is available in Copilot Chat wherever you use it — Microsoft Teams, the Microsoft 365 Copilot app, or Copilot in Word.
Open Copilot Chat
In Microsoft Teams, the Microsoft 365 Copilot app, or Copilot in Word, open Copilot Chat.
Open the Osmosis Analyst agent
Select Agents, then Osmosis Analyst. Start from one of its suggested prompts or type your own question.
Sign in to Osmosis
Your first question shows a Sign in to Osmosis Analyst card. Select it and sign in with your Osmosis email and password — or Sign in with Google — in the browser window that opens. Sign-in lasts about a week and renews automatically.
Confirm the first use of each capability
The first time your questions use each Osmosis Analyst capability, Copilot shows a one-time Confirm / Cancel card naming the operation — standard Microsoft behavior for agents that call external services. Every Osmosis Analyst operation is read-only, so Confirm is always safe. After that first confirmation, questions run without prompts, and the cards fade out over your first session or two.
Ask in plain language
Copilot calls Osmosis automatically when a question needs allocator data. Each answer cites the Osmosis pages it draws from, so you can open the source in one click. See Example questions for ideas.
Answers are AI-generated summaries of Osmosis data. Verify important details on the cited Osmosis source pages before you act on them.
There’s nothing to install and no API key to manage. Your administrator enables the agent once for the tenant, and you sign in with your Osmosis account.
Getting Started
Once your administrator has enabled the agent, there’s nothing to install. Osmosis Analyst is available in Copilot Chat wherever you use it — Microsoft Teams, the Microsoft 365 Copilot app, or Copilot in Word.
Open Copilot Chat
In Microsoft Teams, the Microsoft 365 Copilot app, or Copilot in Word, open Copilot Chat.
Open the Osmosis Analyst agent
Select Agents, then Osmosis Analyst. Start from one of its suggested prompts or type your own question.
Sign in to Osmosis
Your first question shows a Sign in to Osmosis Analyst card. Select it and sign in with your Osmosis email and password — or Sign in with Google — in the browser window that opens. Sign-in lasts about a week and renews automatically.
Confirm the first use of each capability
The first time your questions use each Osmosis Analyst capability, Copilot shows a one-time Confirm / Cancel card naming the operation — standard Microsoft behavior for agents that call external services. Every Osmosis Analyst operation is read-only, so Confirm is always safe. After that first confirmation, questions run without prompts, and the cards fade out over your first session or two.
Ask in plain language
Copilot calls Osmosis automatically when a question needs allocator data. Each answer cites the Osmosis pages it draws from, so you can open the source in one click. See Example questions for ideas.
Answers are AI-generated summaries of Osmosis data. Verify important details on the cited Osmosis source pages before you act on them.
There’s nothing to install and no API key to manage. Your administrator enables the agent once for the tenant, and you sign in with your Osmosis account.
Example Questions
Once you’re signed in, just ask. A few to try:
- “Give me qualified private credit leads from the last 90 days.”
- “Build a pitch-prep brief for CalSTRS.”
- “What board or investment meetings happened in the last 30 days?”
- “What did CalSTRS discuss at its recent board meetings?”
- “Where has Callan shown up recently?”
- “What allocator personnel moves happened in the last 90 days?”
- “Search for allocators related to teachers’ retirement.”
- “Prepare CalSTRS and the people we discussed for import into my CRM.”
Example Questions
Once you’re signed in, just ask. A few to try:
- “Give me qualified private credit leads from the last 90 days.”
- “Build a pitch-prep brief for CalSTRS.”
- “What board or investment meetings happened in the last 30 days?”
- “What did CalSTRS discuss at its recent board meetings?”
- “Where has Callan shown up recently?”
- “What allocator personnel moves happened in the last 90 days?”
- “Search for allocators related to teachers’ retirement.”
- “Prepare CalSTRS and the people we discussed for import into my CRM.”
For Administrators
Osmosis Analyst is acquired from the Microsoft 365 agent store (Microsoft Marketplace) and managed like any other Copilot agent in your tenant. Enabling it takes a few minutes.
Acquire the agent
In the Microsoft 365 admin center, go to Copilot → Agents and add Osmosis Analyst from the agent store.
Assign users
Choose the users or groups who should see the agent.
Approve it if your tenant requires approval
If your tenant requires approval, the agent appears under Copilot → Agents → Requests in the admin center — approve it there.
Verify
As an assigned user, open Copilot Chat → Agents → Osmosis Analyst and ask a question. The Sign in to Osmosis Analyst card appears on the first question; sign in with an Osmosis account to complete the check.
- Osmosis accounts — each user needs their own Osmosis account. Osmosis is licensed to your organization under an annual agreement; users at a licensed firm create their own account with their work email, or email [email protected] to arrange access for a team.
- What users will see — a one-time sign-in card on their first question, and a one-time Confirm / Cancel card the first time each capability runs. Every operation is read-only, so Confirm is always safe.
- Updates — delivered through the Marketplace. User assignments and sign-ins carry over, and Copilot can take a few hours to pick up a new version.
The agent requests no Microsoft Graph permissions and runs no code in your tenant — it’s a configuration package that points Copilot at Osmosis’s hosted service.
For Administrators
Osmosis Analyst is acquired from the Microsoft 365 agent store (Microsoft Marketplace) and managed like any other Copilot agent in your tenant. Enabling it takes a few minutes.
Acquire the agent
In the Microsoft 365 admin center, go to Copilot → Agents and add Osmosis Analyst from the agent store.
Assign users
Choose the users or groups who should see the agent.
Approve it if your tenant requires approval
If your tenant requires approval, the agent appears under Copilot → Agents → Requests in the admin center — approve it there.
Verify
As an assigned user, open Copilot Chat → Agents → Osmosis Analyst and ask a question. The Sign in to Osmosis Analyst card appears on the first question; sign in with an Osmosis account to complete the check.
- Osmosis accounts — each user needs their own Osmosis account. Osmosis is licensed to your organization under an annual agreement; users at a licensed firm create their own account with their work email, or email [email protected] to arrange access for a team.
- What users will see — a one-time sign-in card on their first question, and a one-time Confirm / Cancel card the first time each capability runs. Every operation is read-only, so Confirm is always safe.
- Updates — delivered through the Marketplace. User assignments and sign-ins carry over, and Copilot can take a few hours to pick up a new version.
The agent requests no Microsoft Graph permissions and runs no code in your tenant — it’s a configuration package that points Copilot at Osmosis’s hosted service.
Troubleshooting
- The agent doesn’t appear in Copilot — Confirm your administrator has enabled Osmosis Analyst and assigned it to you, that it’s approved if your tenant requires approval, and that you have Microsoft 365 Copilot access.
- “Your organization’s access policy blocks this server” during sign-in — A Conditional Access policy in your tenant is blocking the sign-in flow. Ask your Microsoft 365 administrator to exempt or allow the Osmosis Analyst app.
- The sign-in card never completes — Check that your browser can reach osmosis.fm. Corporate proxies and SSL inspection can interfere; your IT team may need to allow it.
- The agent answers but says it found nothing for a question that should have results — Try a broader time window, a different strategy, or the allocator’s full name. If results are still missing, email [email protected] with the approximate time of the question so we can check on our side.
Troubleshooting
- The agent doesn’t appear in Copilot — Confirm your administrator has enabled Osmosis Analyst and assigned it to you, that it’s approved if your tenant requires approval, and that you have Microsoft 365 Copilot access.
- “Your organization’s access policy blocks this server” during sign-in — A Conditional Access policy in your tenant is blocking the sign-in flow. Ask your Microsoft 365 administrator to exempt or allow the Osmosis Analyst app.
- The sign-in card never completes — Check that your browser can reach osmosis.fm. Corporate proxies and SSL inspection can interfere; your IT team may need to allow it.
- The agent answers but says it found nothing for a question that should have results — Try a broader time window, a different strategy, or the allocator’s full name. If results are still missing, email [email protected] with the approximate time of the question so we can check on our side.
Support
Email [email protected] for help with sign-in, accounts, or data questions. Include your account email and the approximate time of the issue so we can find it quickly. Full details are on the Support page.
To report an inaccurate or inappropriate response, email [email protected].
Support
Email [email protected] for help with sign-in, accounts, or data questions. Include your account email and the approximate time of the issue so we can find it quickly. Full details are on the Support page.
To report an inaccurate or inappropriate response, email [email protected].