A sample of the workflows we build directly on your foundation model. Each one is bespoke. Tuned to your templates, your voice, your IC standards.
First-pass investment memos in your firm's template, voice, and IC structure. An analyst's first draft becomes a cross-check, not a cold start.
Structured summaries of incoming CIMs against your firm's screening criteria. Flags that matter, gaps that don't.
Scheduled compliance monitoring across the whole portfolio. Breaches surfaced before the quarterly review, not after.
Daily positions, news, and flags pulled in overnight. The PM reads one briefing; the rest of the morning is the work itself.
Custom workflows for deal screening, credit analysis, memo drafting, and portfolio monitoring. Built to your process.
Bespoke PowerPoint builders, Excel automations, data dashboards. All proprietary to your firm.
Hands-on training for analysts through MDs. Prompt libraries, office hours, firm-specific best practices.
Daily market briefings, covenant tracking, portfolio updates. Runs on its own, delivered to the team.
AI-powered research environments on proprietary knowledge bases. Automated competitive analysis and diligence checklists.
Clear policies for data handling, approved tools, and compliance. Adoption with the right controls from day one.
We build directly in your environment. You own everything.
Shadow workflows, identify top 3–5 AI opportunities, map current tool stack and pain points.
Build custom tools, deploy automation, configure AI systems, iterate with team feedback.
Role-specific workshops, prompt libraries, office hours, measure adoption metrics.
Continuous optimization, new tool rollouts, refresher sessions, evolving best practices.
Monthly retainer, tailored to the engagement. No rate card. No per-seat scaling. Pricing is a conversation, not a menu.
We shadow workflows, identify opportunities, and begin building. Build, train, optimize, repeat. No 200-slide strategy decks.
Every workflow, agent, skill file lives in plain text, in your environment, portable across foundation models.