Consult
A specific question, a written recommendation. AI strategy, tooling review, build-vs-buy. 2 to 4 weeks, fixed fee.
The AI + software company for finance
Agentic AI software built for your firm.
We design and ship bespoke AI systems that take the slow, manual work off your team's desk, so your people spend their time on decisions, not data prep.
How we work
- Scoped, quoted, shippedFixed scope and a fixed fee before we start. No open-ended retainers.
- Auditable by designEvery output traces to its source. Built for the compliance review.
- You own the codeIt runs in your stack and the IP is yours at the end. No lock-in.
Built in SAST · EU / US ready
Built for
Asset & investment managersHedge fundsPE & VCFamily officesInsurance
The problem
Your best people are doing work software should be doing.
Analysts reconciling the same spreadsheets every morning. Memos rebuilt from scratch on every deal. Reports stitched together by hand the night before the meeting. Off-the-shelf tools never quite fit how your firm actually works, so the work stays manual, and your most expensive people stay buried in it.
What we build
Across the whole firm, not one corner of it.
From the data layer up through the front, middle and back office, we automate the workflow wherever it actually lives. A few of the places we show up — yours is scoped to your stack, not a fixed menu.
Front office
More hours in front of clients, fewer in the spreadsheet
The revenue-facing work — sourcing, evaluating and reporting — drafted and kept current, so your team leads with judgement instead of data prep.
Typical workflows
- Deal flow & sourcing
- Client & LP reporting
- Research synthesis
- CRM hygiene
Middle office
Risk and controls that keep themselves current
Exposure, reconciliation and pre-trade checks running continuously in the background, so issues surface early instead of in the post-mortem.
Typical workflows
- Risk monitoring
- Trade reconciliation
- Compliance pre-screening
- Performance attribution
Back office
The operational grind, automated end to end
The repeatable, deadline-bound work — valuations, fees, filings and onboarding — handled accurately on schedule, with a full audit trail.
Typical workflows
- NAV support
- Fee reconciliation
- Regulatory reporting
- Onboarding workflows
Data layer
One clean source underneath all of it
Feeds, filings and documents ingested, normalised and reconciled into a single trusted layer — every downstream number traceable to where it came from.
Typical workflows
- Ingestion & normalisation
- Entity resolution
- Reconciliation feeds
- Lineage & audit trail
How we engage
Three ways in. One studio behind each.
Automate
A discrete finance workflow rebuilt around AI: IC memos, research summaries, diligence Q&A. Live in your stack in 4 to 8 weeks, fixed quote.
Build
Full bespoke software around your workflow. Phased delivery, weekly demos, and you own the code at the end.
Bring the workflow. We'll bring the software.
A 45-minute consult with a working session attached. Either we're a fit, or we'll tell you who is.