Investment management
IM firms sit on more research, news, filings, and counterparty data than any human team can read. The bottleneck isn't access any more; it's synthesis under deadline pressure with an audit trail that satisfies your compliance officer and the regulator. We build retrieval-grounded AI for analysts and PMs, productize diligence workflows that used to take a week, and stand up the platform layer so your AI doesn't quietly hallucinate into a memo that lands in front of an investment committee.

How it works

• Research-first: every agent grounded in your own document corpus and licensed third-party feeds, not the open web.

• Audit trail by default — every output traceable to the source paragraph, time-stamped, retainable for the regulator's window.

• Hosted in your tenancy (AWS / Azure / GCP); no model vendor sees your portfolio data.

• Human-in-the-loop on every recommendation; the agent surfaces, the analyst decides.

• Compliant with FMA / ASIC / SEC / FCA expectations on AI in regulated decision-making.

Products & Services we offer

• AI Strategy

• AI Readiness Assessment

• Due Diligence — Buy-side, Sell-side, Exit Readiness

• Enterprise Knowledge Assistant

• Agentic & Multi-Agent AI (research, monitoring, reporting)

• Data Engineering, RAG & Persistence

• Fractional CxO (CTO / CIO / CDO)

• Executive Coaching — 1:1 & ELT

VC & PE
For VC and PE firms the AI question is two-headed: where does the next 100x sit, and how do we run the existing portfolio without doubling our headcount? We help with both. We sit alongside your investment team during diligence, run technical and AI-core audits on targets, productize the workflows your associates currently rebuild for every deal, and we coach portfolio CEOs through their own AI transformation — from readiness assessment to production deployment.

How it works

• Two engagements per relationship: GP-side (deal acceleration) and portco-side (AI uplift).

• Diligence is fixed-price, fixed-time — you know what a tech / AI audit costs before you commission one.

• Portco engagements start with a 5-day Readiness Assessment so the board sees the same picture you do.

• Synthetic confidentiality: separate teams, separate tenancies, and a Chinese-wall protocol when the same firm appears on both sides of a transaction.

Products & Services we offer

• Due Diligence — Buy-side, Sell-side, Exit Readiness

• M&A — Tech Debt, IP Moat & AI Core Audits

• M&A Integration & Separation

• AI Readiness Assessment (portco)

• AI Strategy (portco)

• Fractional CxO (CTO / CIO / CDO) — bench for portcos

• Executive Coaching — 1:1 & ELT (portco CEOs)

• FinOps, Cost & Capacity Optimization, Exit Readiness