Investment ops, compliance, client onboarding, deal flow tracking: the workflows that eat your ops team's hours. We architect agent systems that run them autonomously, on your infrastructure, with human escalation where fiduciary risk lives. No cloud lock-in. No audit gaps.
Primary positioning: custom AI systems for finance firms. Supporting frames: investment operations infrastructure, compliance and audit-grade automation, and back-office systems that reduce drag on lean ops teams without a fund-wide platform replacement.
Three domains. One pattern: replace manual repetition with systems that escalate, log, and improve, without your team rewriting the rules every quarter.
Aggregate, summarize, and route investment work without adding analysts.
We build agent systems that pull manager updates from across the inbox, draft IC and DD memos with cited sources, route deal flow to the right partner, and keep portfolio reporting current, without adding analyst headcount.
Move clients from intake to fully onboarded faster, with cleaner records.
From client onboarding and KYC to Form ADV updates, marketing rule recordkeeping, custodian setup, and periodic review prep, we automate the regulated work that slows down RIAs and wealth firms, with audit trails baked in.
Turn recurring operational drag into reliable, audited infrastructure.
We design systems for repetitive internal work (tax doc collection, custodian reconciliation, fund admin checks, billing, internal reporting, household ops), so your firm keeps moving even when your ops team is stretched.
This is a done-for-you engagement. We do the workflow design, system setup, implementation, and refinement, so you do not have to manage prompts, tools, vendors, and automation logic on your own.
We map where work gets stuck
We review your investment ops, client onboarding, compliance and recordkeeping, manager DD, and back-office admin to find the repetitive work slowing down your team.
We architect around your actual workflow
We design a custom AI system that fits your firm, your existing tools, and your team. That can include investment workflow agents, document and memo drafting, compliance recordkeeping, client onboarding flows, and internal ops support.
We launch it, train it, and keep it useful
We deploy the system on your infrastructure, connect the moving parts, test it against real workflows, and refine it so it becomes dependable operations infrastructure, not another unfinished experiment.
We are especially useful for RIAs and wealth firms with growing AUM and a lean ops team. These are the firms that cannot afford dropped client follow-up, audit-trail gaps, or senior partners burning hours on mechanical work.
Investment ops, deal flow, manager DD, household coordination, and IR comms all compete for the same lean team.
We build agent systems for memo drafting, deal pipeline tracking, manager update aggregation, and household-level coordination, so principals get cleaner output and ops gets time back.
Onboarding, ADV updates, marketing rule recordkeeping, custodian recon, and periodic review prep grow linearly with AUM.
We design compliance-aware workflows for client intake, recordkeeping, custodian operations, and review prep, with audit trails the CCO can defend.
Research, DD, IR/LP comms, and CCO oversight all need senior judgment, but most of the surrounding work is mechanical.
We build agent systems for research summarization with citations, DD memo drafting, LP communication workflows, and compliance monitoring, so judgment stays with the senior team.
Below are live systems, not sanitized case studies with the sharp edges filed off. Each one runs continuously, handles failure, and ships real output daily.
30 minutes. We map your highest-leverage workflows, show you where agents compound vs. where they just add surface area, and give you a clear build-or-not recommendation. No pitch deck.
Practical systems, clear thinking, and no DIY maze.
Mostly operational systems for investment ops, client onboarding, compliance and recordkeeping, manager DD, portfolio reporting, and back-office work. The exact setup depends on how your firm already runs.
RIAs and wealth firms with growing AUM and lean ops teams, where investment work, compliance, and client comms compete for the same small group of people.
Your data stays on your infrastructure. We deploy on-prem, in your VPC, or in air-gapped environments, whatever your custodian, IT, and CCO require. Zero data leaves your perimeter unless you explicitly route it.
No. This is done-for-you work. We design the system, deploy it on your infrastructure, and maintain it with you so your team is not left stitching together software on its own.
No. The goal is operational improvement under audit, not a novelty widget. We build systems that move regulated work from first contact through documentation, escalation, and completion, with logs you can show a CCO or a regulator.
Discovery and a scoped initial build, then a monthly retainer for system operation, refinement, and new workflows. Pricing depends on scope and is walked through on the strategy call.