We build and deploy AI agents for hedge funds, asset managers, family offices, and private equity firms. They handle research, operations, compliance, and reporting — connected to the systems you already use. No new software to learn. No data migration.
A clear process built around how your firm actually runs — including your compliance, data, and approval rules.
We sit with your team and trace how work moves across the front, middle, and back office — the handoffs, the manual steps, the bottlenecks. You get a ranked list of where an agent would save the most time.
We design and build the agent that runs the workflow, connected to your OMS/EMS, accounting, data vendors, and CRM. The logic follows your mandate, risk limits, and sign-off rules. You stay in control at every checkpoint.
The agent goes into your stack and starts doing real work. It runs in your cloud or VPC, on your data. No migration. Where you have your own agreements with the model providers, it runs on your models.
After launch we keep tuning the agent, raising its accuracy, and extending it into nearby workflows. This runs as a monthly retainer for ongoing support and new builds.
Every project is shaped by the workflows and systems specific to your firm type — not a generic "AI for finance" template.
Pull together earnings calls, sell-side research, and alt data across your coverage. Flag thesis changes and draft pre-meeting briefs.
Daily and weekly attribution with plain-English commentary, ready to drop into factsheets and client books.
Pre- and post-trade checks against IMAs, UCITS limits, and ESG exclusions. Breaches caught before they're reportable.
Auto-filled from one firm knowledge base, turning a multi-week marketing cycle into a few days.
ADV, AIFMD, MiFID II, and SFDR packages assembled across systems, with anomalies flagged for sign-off.
Client books, mandate updates, and distributor packs generated on demand, in each channel's format.
Process filings, transcripts, expert calls, and alt data continuously. Flag what changed since last close.
Cross-check OMS, prime brokers, and admin. Breaks sorted and resolved automatically; only real judgment calls escalate.
Factor decomposition and scenario analysis run continuously. Drift and concentration surfaced before the risk meeting.
Monitor comms and trading against restricted lists, flag anomalies, and assemble the file for compliance.
Monthly letters drafted from performance and PM commentary. LP requests answered from one source of truth.
13F, Form PF, AIFMD, and CFTC filings assembled, reconciled, and checked — no more quarterly fire drill.
Scan deal databases, intermediary flow, and M&A news against your criteria. Enrich DealCloud and route fits to the right owner.
Work through VDR docs, build revenue and expense waterfalls, flag QofE risks, and draft early-read memos in days, not weeks.
Portco monthly packs normalized; KPIs tracked against the value-creation plan; deviations flagged in time to act.
Capital account statements, ILPA templates, and quarterly letters assembled from fund admin data, line by line.
DDQs and RFPs filled against a knowledge base of fund history and performance. Partners review and ship.
Memos drafted from diligence outputs, comparables, and market data — so partner time goes to judgment, not assembly.
Positions and performance aggregated across custodians, GP statements, real assets, and direct holdings into one view.
Track managers vs benchmark and peers. Letters and capital calls ingested automatically; style drift flagged early.
Screen opportunities against the family's mandate, draft diligence memos, and assemble IC packets for review.
Income, gains, and distributions reconciled across entities and jurisdictions; packets prepped for advisors.
Vendor management, expense categorization, and bill-pay reconciliation, with a full audit trail.
Cross-account cash visibility, sweep orchestration, capital call funding, and liquidity forecasting.
Illustrative ranges from comparable deployments. Your actual numbers get quantified during the discovery audit.
A 30-minute call to find the workflows where an agent would save you the most time. No prep needed. Tell us a bit about you, then pick a slot.