Custom deployments
We embed with private equity, growth equity, hedge funds, and expert networks to build AI systems against their specific workflows. Proprietary data, proprietary process, proprietary edge.
AI research lab for finance
AI that does the work investors actually do.
Diligence, sourcing, expert calls, IC prep, portfolio monitoring. We build the AI systems behind the world's most demanding investment teams. Custom-deployed for firms that want an edge, and packaged products for teams that need leverage today.
Built for institutional finance. Diligence, sourcing, monitoring, expert calls, CRM, and firm-wide context.
Calls
CRM
Memos
Emails
Models
We sit at the intersection of applied AI research and institutional finance. Our work falls into two tracks.
Products
We also offer out of the box products that any finance team can pick up and run with. Pre-built for investment research, ready on day one.
Custom deployments
You bring the thesis. We bring the research team.
Our engineers and researchers work directly with your investment professionals to design, deploy, and maintain AI systems against the workflows that matter most: diligence, sourcing, monitoring, IC prep, portfolio support.
Models are tuned on your data. Outputs match your house style. Infrastructure is environment agnostic.
Products
Tools built by the lab. Ready to deploy.
Diligence Advisor
Pre-call thesis prep, live AI-assisted interviewing, transcription, and a searchable call library. Built for the way investment teams actually run primary research.
Relationship intelligence
Your firm's network lives in spreadsheets, Salesforce, inboxes, and local files. We unify it into one AI-searchable graph. Ask "find me a former hospital CFO who's worked through an Epic implementation" and surface the right operator, advisor, or past contact in seconds.
Works for advisor sourcing, portco recruiting, board searches, and executive hunts.
Context management
We connect the context across your entire firm into your AI of choice. Deal memos, call notes, CIMs, model files, emails, CRM records, all unified and piped into Claude, ChatGPT, or whatever your team already uses.
Stop pasting. Start asking.
Who we work with
Private equity. Growth equity. Hedge funds. Venture capital. Corporate teams.
The firms whose research processes deserve more than a generic chat box.
Compliance
Maximum security environment
Industry-leading, institution-grade security, privacy, confidentiality, and control.
ISO 27001
Security management controls for sensitive financial workflows.
SOC 2 Type II
Secure handling across every system.
HIPAA
Built for controlled access, privacy, and regulated data workflows.
Contact us
Have a workflow worth building against?
Tell us what you are trying to build. We will route it to the right research or deployment lead.