Custom workflows, agents, and skills files that run directly on the foundation model your firm has chosen. Memo drafters, CIM screeners, covenant trackers, portfolio monitors. All tuned to your templates, your voice, your IC standards.
Whichever one your firm has chosen: Claude, GPT, Gemini, Grok, or another. We're model-agnostic and tool-agnostic by design — we evaluate what fits your workflows and security requirements. The workflows we build are plain-text configurations that travel across foundation models as your firm's choice evolves. No specific software purchase required.
Different category. Those are wrappers: middleware that sits between your firm and a foundation model, with a UI layer on top and per-seat pricing. We don't build on top of wrappers. We build directly on the foundation model, which is where our thesis says the workflows should live.
You do. All of it. Permanently. The workflows, agents, skills, and knowledge bases stay in your environment, in your file systems, on your foundation model. We do not host, license, or gate anything.
Bespoke retainer, scope-dependent. There is no rate card. Pricing is tailored to the engagement, the firm, and the work. We walk through it in a conversation, not on a landing page.
You can, if you can find one. The talent is scarce, the salaries are high, and the work is episodic. Hard to justify a headcount. We deliver the function on retainer, staffed by Wall Street operators, from week one.
We are practitioners, not advisors. Our team has done the work: restructuring mandates, credit underwriting, distressed investing. Horizontal AI firms and big consultancies learn finance on your clock. We embed with your team, build the tools alongside them, and train them until adoption sticks. Our engagements are measured in weeks, not quarters.
Yes. One of the most compelling ROI cases is building internal AI-powered tools that replace or reduce dependency on expensive platforms for research, data aggregation, portfolio monitoring, and reporting. These custom tools often outperform alternatives because they are built around the firm's specific workflows.
Data security is foundational. We work within your existing IT and compliance frameworks and never require proprietary data to leave your systems. We help establish clear AI usage policies covering data handling, approved tools, and compliance guardrails.
AI capabilities have crossed a critical threshold. Tools like Claude Cowork can now synthesize earnings transcripts, draft credit memos, build financial models, and conduct multi-source research. The firms that close the gap between what these tools can do and what their teams are actually doing with them will have a structural advantage in deal velocity, research depth, and operational efficiency.
Let's start a conversation.