Three months. Three goals.

Every Hedgineer engagement follows the same playbook — deploy the platform, train your team, and customize it to your fund's specific workflows. By the end, your firm has a fully configured AI ecosystem and the knowledge to keep building on it.

01

Architect

We deploy the Hedgineer platform into your cloud — purpose-built infrastructure that takes your firm's AI capabilities to the next level

  • Configure Claude to have 100% data coverage for all of your internal and 3rd party data in order to begin automating your workflows. For systems that do not have pre-existing MCP connectors, we build them for you. (ex. your OMS, internal research, excel models)
  • An agent management system that lets your team create and modify agents, schedule them to perform reoccurring tasks, and set up alerts — all directly within Claude without any engineering support
  • A usage analytics engine that tracks user sessions across your org and uses that data to generate personalized feedback, helping each person get more out of the platform over time
02

Educate

Our team of AI specialists conducts live teach-ins — not just to walk through the platform, but to show your team how to use it to solve real problems based on your firm's actual workflows.

  • Hands-on sessions tailored to your firm's processes — from research to portfolio management to compliance — so every team sees immediate, relevant value
  • Usage-based insights that surface common pain points and solutions, identify ideas for further automation, and accelerate adoption across the org
  • The goal is to reduce your dependency on us over time — your team learns to build and manage their own automations, agents, and dashboards
03

Customize

We deploy a team of applied AI analysts who are not only experts in our platform, but bring real industry experience that adds valuable context to every decision.

  • They work with our engineering team to onboard your most important data sources into your custom connector — your OMS, research platforms, market data feeds, and internal tools
  • They assemble skills that provide deeper context on your firm's processes and practices, giving Claude the domain knowledge it needs to be genuinely useful
  • They build agents that emulate the way your team operates
  • The result is not just an AI platform that automates processes. It's one that automates your processes

Use Cases

A sample of the workflows our analysts configure during a typical engagement — across the four functions where hedge funds get the most leverage from AI.

Research

Automations that keep your investment team ahead of the market without the manual overhead.

  • Alerts when sell-side analysts change ratings or stocks approach price targets and stops
  • Auto-generated earnings preview summaries
  • Custom screeners for alternative and sector-specific analytics
  • Skills that parse research models and align them to internal consensus

Post-Trade Analytics

Agents that turn your portfolio data into on-demand intelligence.

  • Portfolio sizing, performance, and factor risk analysis
  • Sector and tag-based P&L attribution
  • Scenario analytics and stress testing
  • Custom metrics overlaid with market data and research

Operations

Automations that reduce back-office overhead and keep compliance ahead of the curve.

  • Security tagging and management across front and back office
  • AI usage analytics and broker research attribution reports
  • Auto-generated quarterly reports with full data lineage
  • Compliance-ready audit trails for every AI interaction

Investor Relations

Skills that consolidate investor activity and surface relationship insights.

  • Tracking of subscriptions, redemptions, and investor activity
  • Relationship intelligence from call transcripts and meeting notes
  • Scheduled investor reports with up-to-date portfolio analytics
  • CRM integration for consolidated contact and distribution management