APEX-Agents · Investment Banking

World221_TR_07

1/4Fail

APEX-Agents task World221_TR_07 in AI Agents for Tax Due Diligence. Compare dual-harness agent runs across models — rubric criteria, scores, and public traces.

AI Agents for Tax Due DiligenceInvestment Banking World 221Dual harnessGrader: rubric

Task IDtask_9fad1b1520eb46778e34e950c41be109

WorldInvestment Banking World 221

Expected outputmessage_in_console

Published runs4 models · dual config

Task prompt

What the agent was asked to do

What if BBDC change target and achieve a partial merger with FIDUS Investment Corporation (FDUS) instead of TriplePoint Venture Growth BDC Corp. (TPVG)? Use the FDUS SEC filings as of Q3 2025 and Q4 2024 to modify the 9M 2025 section of the income sheet in the merger model - Input the target share price of $19.21. Set the Financial account to "9M TTM 2025". - Assume that the BDDC / FDUS EBIT synergies will be 1.75x greater than the potential BBDC / TVPG EBIT synergies. Recalculate the pro-forma EBIT, the net investment income before tax, the net increase (decrease) in net assets from operations, and the net investment income per share. Round the net investment income per share to two decimal places. Apart from the net investment income per share, present the results rounded to USD thousands. Print your answer back here.

Published trajectories

Agent runs on this task

Curated dual-harness runs (parsed + original sandbox). Best scored run per model.

Model	Harness	Score	Result	Links
GPT-5.5showcase	dual	1/4	Fail	Share page Public trace
Gemini 3.1 Pro	dual	1/4	Fail	Share page Public trace
GPT-5.4 mini	dual	1/4	Fail	Share page Public trace
GPT-5.4 nano	dual	1/4	Fail	Share page Public trace

Grading rubric

Criteria and grader verdict (showcase run)

States the Pro Forma EBIT is $350,772,000
Fail
Evidence: <TEXT_RESPONSE> table states “Pro-forma EBIT | $353,291” and says results are rounded to USD thousands. Assessment: Criterion requires stating Pro Forma EBIT is $350,772,000; the response states $353,291 thousand ($353,291,000), so fail.
States the Net Investment income before tax is $198,835,000
Pass
Evidence: <TEXT_RESPONSE> table states “Net investment income before tax | $198,835,” with results rounded to USD thousands. Assessment: Criterion requires stating Net Investment income before tax is $198,835,000; $198,835 thousand matches, so pass.
States the net increase (decrease) in net assets from operations is $203,415,000
Fail
Evidence: <TEXT_RESPONSE> table states “Net increase (decrease) in net assets from operations | $224,176,” with results rounded to USD thousands. Assessment: Criterion requires $203,415,000; the response states $224,176 thousand ($224,176,000), so fail.
States the net investment income per share is $1.19
Fail
Evidence: <TEXT_RESPONSE> table states “Net investment income per share | $1.26.” Assessment: Criterion requires stating net investment income per share is $1.19; the response gives $1.26, so fail.