Accelerating capital
with intelligence.
We partner with emerging and mid-market investment firms to map internal workflows, consolidate fragmented data, and design AI agents that can compress DDQs, deal diligence, and reporting from weeks into hours.
Advisory & Custom Engineering
We learn how your firm actually operates, then consolidate the data and workflows so AI can do meaningful work across the front, middle, and back office.
Advisory
We sit with your deal, IR, research, and ops teams to map every handoff, document, and decision. Out of that comes a clear roadmap of where AI delivers measurable lift, and where it should not be used.
Document the real flow of deals, capital, research, and reporting, not the org chart version.
Identify the canonical sources of truth across data rooms, CRMs, and fund admin so agents can act on clean inputs.
Custom Engineering
We design and build the agents themselves: secure, auditable, and integrated with your data room, CRM, OMS, and fund administrator. Every output is sourced and reviewable.
DDQ, RFP, deal screening, portfolio monitoring, and research synthesis agents, tuned to your house style and thesis.
Private deployments, customer-managed keys, audit logging, and role-based access aligned to your compliance posture.
Workflows where AI agents create leverage
DDQ & RFP Agents
AI agents that read your data room, prior DDQs, and internal memos to draft investor-ready responses in hours instead of weeks.
Deal & Portfolio Intelligence
Consolidate CIMs, financials, and portfolio reporting into a single queryable layer, built for deal teams and LP reporting.
Research Automation
Synthesize earnings transcripts, broker notes, filings, and alternative data into analyst-grade briefs tailored to your thesis.
Compliance & Audit Trails
Source citations and immutable audit logs across every AI workflow, designed for SEC and FCA scrutiny.
Workflow Consolidation
Unify fragmented stacks (CRM, fund admin, data room, OMS) into clean pipelines so AI can act across your firm, not in silos.
Back-Office Automation
Capital calls, distribution notices, KYC packets, and side-letter tracking, automated end to end with human review checkpoints.
Your IR team should not lose another weekend to a DDQ.
Three weeks of stitching answers across prior DDQs, the ADV, fund docs, and Slack threads. One agent, the same firm knowledge, a review-ready draft in under an hour. Same controls, same approvers, none of the manual cost.