Deal flow, due diligence, portfolio monitoring, research, fundamental data extraction. Built around how your team actually works, not off-the-shelf software you bend your process around.
The kind of infrastructure that big firms spend years and nine-figure budgets building in-house, delivered to teams that don't have that runway. You can't afford to hire a 50-person tech org. You can afford to solve one bottleneck at a time.
Middle-market PE funds running lean deal teams. Sourcing, DD acceleration, portco monitoring.
Fundamental, systematic, and hybrid strategies. Signal generation, research pipelines, data extraction.
Sophisticated families doing direct investments. Portfolio monitoring across asset classes and managers.
Long-only and rules-based strategies running global coverage. Fundamental data at scale across thousands of names.
LP-stake pricing, continuation vehicle diligence, capital account reconciliation across dozens of GPs.
Pension plans, endowments, sovereigns. Manager DD, performance attribution, LPA review at scale.
We don't sell a product. We pick the workflow eating the most analyst hours and build something tailored to your team. Here are the wedges we see most often.
Quarterly reports, CIMs, management decks, and full data rooms parsed into structured financials and risk flags. Collapses two to three weeks of analyst work into under 48 hours, with output that plugs straight into your valuation model.
Extract commitments, contributions, distributions, and NAV across LP statements from dozens of GPs in inconsistent formats. Flag discrepancies against reported performance and roll everything into a single view.
Transfer restrictions, ROFR triggers, tag-along rights, GP consent requirements, MFN clauses. A two hundred page LPA plus twenty side letters turned into a structured risk memo in under an hour.
Parse quarterly portco reports from thirty, fifty, a hundred companies into a unified KPI dashboard. Flag anomalies, benchmark against comparable deals, track covenant compliance without an analyst rebuilding the spreadsheet every quarter.
Pipeline generation and screening tuned to your specific investment thesis. Useful for niche strategies where generic databases don't cut it, like secondaries, venture secondaries, search funds, and thematic PE.
Ingest quarterly filings, earnings call transcripts, and material news across thousands of global names with inconsistent reporting and thin analyst coverage. Clean inputs for rules-based, factor-driven, or discretionary strategies.
Every engagement starts small and grounded in one specific workflow. If the pilot delivers, we expand. If it doesn't, we end it cleanly. No multi-year contracts, no lock-in.
Pick one workflow that's eating your analyst hours. We scope it in a kickoff call, build it end-to-end, and deploy into your environment. You evaluate against your own quality bar. If it's not useful, the engagement ends there.
Multiple integrated workflows built into your team's daily process. Custom data pipelines, AI agents, dashboards, and whatever else the job actually requires. Delivered into your environment. Owned entirely by you.
Optional maintenance, model updates, and new features as your workflow evolves. Many firms take this in-house after the build. Either way works, and we'll tell you which makes more sense.
There are plenty of AI tools for investment firms. Most are product companies trying to sell the same platform to everyone. We're not that. Here's what's different.
Every engagement is scoped around your specific team, strategy, and workflow. We don't sell the same system twice, and we don't make you bend your process around ours.
Deployed into your environment or cloud. Zero-retention contracts with any LLM vendors in the pipeline. SOC 2 compliant architecture. On-prem options for firms with stricter requirements.
A pilot is live in weeks. Hiring your first three engineers takes nine months, and half of them leave for crypto. We bridge the gap until your team is ready, then hand off cleanly if you want to take it in-house.
We understand the workflows because we've lived inside them. Capital accounts, LPAs, portco reporting, fund admin, IC memos, sourcing pipelines. Not "AI for business" generalists pitching slides we learned last month.
Three to six weeks from kickoff to deployed workflow. Scope is always one specific thing that matters to your team, not a boil-the-ocean engagement.
Into your environment. We deploy on your cloud or on-prem. Any LLM providers in the pipeline are contracted for zero data retention. We sign whatever NDAs and data processing agreements your legal team requires.
Most firms we work with are either building internal tech or planning to. Our pitch isn't replacement, it's velocity. We ship faster than hiring your first three engineers and hand off cleanly when your team is ready.
Fixed-fee on pilots so there are no surprises. Full builds are milestone-based. Optional monthly retainer for maintenance. We never run open-ended T&M engagements, and we scope pricing on the first call once we understand what you're actually trying to solve.
A single focused workflow as a pilot. Below that it's hard to deliver something genuinely useful, and we'd rather tell you we're not a fit than take a small engagement and disappoint.
A small senior team, not a pyramid of junior contractors. When you talk to us on a call, the person you're talking to is the person writing the code.
Tell us the specific bottleneck. We'll come back with a rough sketch of what a system could look like and whether it's worth building. No deck, no pitch, just a direct response within 24 hours.
We respond to every message within 24 hours.