A front office research desk and a back office operations desk, built around how your fund actually runs, on a machine you own. Nothing trains on your data. Nothing leaves the building.
| Ticker | Price | Mkt Cap | TEV | 2026E | 2027E | 2028E | 2029E | Upside | Downside |
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| Ticker | Price | Mkt Cap | TEV | 2026E | 2027E | 2028E | 2029E | Upside | Downside |
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Buy either or both. Same architecture underneath — a shared-context AI trained on your own research and data, on hardware your fund owns. The cockpit reads live, the AI drafts, and every outbound action waits for a human.
For PMs, analysts, and traders.
For operations, compliance, and IR.
Draft-and-approve, always. The AI reads live and drafts. Nothing sends, trades, or writes without a human.
Built for
The compliance-safe way to put AI on real fund data. Built by someone from the desk.
Coverage, process, models, formats, and sources. It all goes into one shared memory, trained on your own research.
Your desks on a machine we set up in your office. Yours to own. Nothing leaves the building, nothing trains on your data.
Ask in plain English at the desk. It drafts the work. You approve before anything goes out.
The same stack, wired into the real tools a fund already runs.
Claude
Outlook
Data, control, and what it actually connects to.
On a machine we install at your fund, that you own. Positions, theses, models, and LP data stay on-site rather than in a shared cloud. Nothing trains on your data, and every outbound action is approval-gated so nothing sends without your sign-off.
No. The cockpit reads live and the AI drafts, but every outbound action or write is approval-gated. In a business where a wrong number is not an option, nothing leaves without a human approving it.
A research cockpit for the investment team: your morning book briefing, earnings and revision monitoring, filings and news tied to your coverage, a model assistant that works in your own template, and a living thesis tracker.
An operations and compliance cockpit: reconciliation and break monitoring, drafted LP letters and tearsheets, a DDQ/RFP engine, compliance surveillance for the CCO, and a fund-admin data desk you can query in plain English.
Your inbox and calendar, your research sources (AlphaSense, Visible Alpha, sell-side, news), filings via SEC EDGAR, your models and files, and your fund administrator, prime broker, and accounting data. We wire into the stack you already run.
An operator from the buy side, building the same system for his own desk. It is designed by someone who has lived the front and back office workflow, not a generic AI shop.
We are taking on a limited number of funds for 2026. Tell us a little about yours and we will set up a walkthrough of the front and back office desks.
Thanks. We will be in touch to set up your walkthrough.