Different

Three reasons
this is the only
team for the job.

01 · Operator DNA

Finance, not a
learning curve.

Horizontal AI firms take retainers and their engineers ship. But they're climbing a finance curve we finished years ago. IC memos, CIM screens, covenant packages, portfolio reviews — we know what good looks like before we start.

Operator Background
Top-tier investment bankingRestructuring · M&A
Buy-side private creditSenior lending
Distressed investingWorkouts · Special sits
Portfolio managementCovenant · Reviews
10+ yrsInside the work
02 · Unit of Work

We build workflows,
not software.

No full-stack applications. No fine-tuned models. No multi-month transformations. We build bespoke skills, agents, and automations directly on the foundation model. Weeks to first workflow, not quarters.

Not this
Full-stack appsFine-tuned models6-month transforms200-slide decks
This
Skills filesWorkflow agentsScheduled automationsMemo · Screen · Tracker
Weeks, not quartersTime to first workflow
03 · Portability

Your tooling outlives
your vendor.

Everything we build is plain-text configuration: skills files, prompts, workflow logic. Model-agnostic by design. If the landscape shifts, the work travels with you.

Portable across models
skills/ic_memo_drafter.md
skills/cim_screener.md
agents/covenant_tracker.yaml
knowledge/firm_context.md
CLAUDEGPTGEMINIGROK

Same plain-text workflows. Travels across foundation models.

Who's building this
10+
Years

Inside the work
we now automate.

Top-tier investment banking. Buy-side private credit. Distressed investing. The exact workflows we build for you, we used to build ourselves.

Memos
Written
CIMs
Screened
Covenants
Tracked
Portfolios
Monitored
Not software salespeople.Not consultants.Operators.

Ready to build?

Tell us about your firm and what you're looking to build. We'll take it from there.