Say goodbye to sloppy results. Configure AI to operate like your team.
In the initial 90-day engagement we prioritize two or three key workflows and build automations across research, risk, investor relations, and operations, each one reflecting how your firm already works.
Research workflows, built the way your desk does them.
Custom connectors to your internal notes, broker research, filings, and transcripts open the door to a myriad of automations. While some see AI primarily as an opportunity to streamline back-office operations, we’ve seen firsthand how it can be transformative in streamlining the investment process, freeing up time for more strategic work.
Our team has experience building agents that can:
- Convert sell-side models into a firm-specific template
- Generate first-look memos, earnings previews, and recaps that adhere to your firm’s format and mandates
- Push automated alerts or morning digest emails covering major news, internal ratings changes, or estimates diverging from Street consensus
- Revenue$130.5B+12%
- Gross margin75.0%+180bps
- Operating income$86.1B+18%
- Diluted EPS$4.12+21%
Your book, your reports, your way.
Custom OMS, fund admin, and risk model connectors can feed a pre-built suite of agents for portfolio attribution analysis, factor exposure, portfolio risk decomposition, and tax lot tracking.
In the past we’ve built automations that can:
- Run automated attribution reports and send them to the team via email or Slack
- Generate ex-ante risk reports with breakdowns by fund, factor, or position
- Build automated checks that audit fund admin reports, reconcile against internal systems, and flag anomalies before they go out to investors
- Value+0.42
- Momentum+0.71
- Quality+0.55
- Growth+0.24
- Low volatility-0.31
- Size-0.18
The business of the fund, on the same system.
Investor updates in your firm’s voice and branding, generated straight from your CRM, while agents track usage and cost by workflow and real-time detection pauses any session the moment private or material non-public data appears.
Dear partners, the fund returned 4.2% in the second quarter, net of fees, ahead of the benchmark by 180 basis points.
Performance was led by our research-driven positions in semiconductors, where our fundamental work flagged the above-consensus demand early.
- Research models43%$4,210
- Risk attribution30%$2,980
- IR reporting16%$1,540
- Ops automation11%$1,110
- Earnings call notesclean
- Deal memo draftMNPI flagged, paused
- Broker email threadPII redacted
