Deploy AI Without Losing Control

Proprietary AI solutions for funds and asset management firms, built to enhance research, streamline operations, and deliver hallucination-free, evidence driven insights.

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Our Services

RAG Deployment

Accuracy-First AI Design. Every Answer Cited. Every Output Audited.

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• SEC Filings: Instantly summarize 100+ page 10-Ks and flag year-over-year changes, risk factors, and litigation disclosures.

• Earnings Calls: Process thousands of transcripts in seconds, identifying tone changes and key insights, saving days of manual review effort.

• Due Diligence: Process thousands of pages of CIMs, financial statements, and contracts in hours instead of weeks.

Automation

Proprietary AI-Powered Workflows Deployed in Days, Not Quarters.

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• News & Media Monitoring: Deploy 24/7 real-time monitoring systems across global sources, catching market-moving events immediately.

• Investment Communication: Draft LP letters, memos, and quarterly reports automatically and personalized to each investor.

• Proprietary Deal Sourcing: Deploy custom deal flow systems, scanning multiple data streams to uncover off-market targets ahead of the competition.

Custom LLM

Your Models. Your Infrastructure. Your Competitive Moat.

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• Proprietary Strategies Protection: Deploy on-premises models to analyze sensitive positions and strategies without data leakage risks.

• Specialized Sector Expertise: Apply deep domain knowledge in niche areas where general LLMs lack specialized training data.

• Leverage Decades of Proprietary Data: Turn historical research, trades, and deal data into actionable competitive insights.

Ready to Discuss Your Requirements?

Schedule a 20-minute confidential call. Come with questions about your specific use cases. Leave with a preliminary architecture proposal.

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