Your business, with AI at its core.
Private AI platforms built around your firm’s strategy, data and operations. Connect your tools, reduce manual work and give your team capacity to do more.
Your business connected in a private AI platform
01The approach
Your business runs on specialist knowledge.
Much of it lives in spreadsheets, documents and separate systems.
We connect it in a private AI platform.
Built around your methods, with your team in control.
02What we build
Your business systems, built around your business.
We learn how your firm works, connect the information it relies on, and build a platform with AI embedded throughout the work your team does every day.
iCustom software
The platform
Your workflows, relationships and reporting in one place. Built around how your team assesses opportunities, manages work and makes decisions.
- Your workflows and criteria
- Connected business records
- Role-based access
- Activity and approval logs
iiAI in the workflow
The intelligence
AI that works with your documents, data and criteria to prepare analysis, screen opportunities and complete routine tasks, with your team reviewing the results.
- Analysis across your data
- Document review and extraction
- Automated routine tasks
- Human review and approval
iiiConnected systems
The integrations
We connect your platform to the tools and information you rely on through APIs, keeping data moving between systems and reducing manual updates.
- Trading and market data
- CRM and deal pipelines
- Internal documents and records
- External data sources
03Results
Less operational work. More capacity.
01
0%
Average productivity improvement across deployed platforms.
02
0h
Saved per employee each day on operational tasks.
03
0x
Equity trading workflow coverage.
04
<0wk
From first meeting to working AI prototype.
04Working example
Start with one of your workflows.
After an hour with your team, we build a working AI prototype around an agreed process. Try it within 5 to 10 days, at no charge, before commissioning the full platform.
BRENT/Q3SYNTHETIC · ILLUSTRATIVE
BRENT/Q3
84.27
+1.84%
RecommendOpen offer on Vitol C2147 at 84.10. Pattern matches 12 prior wins on this trader, mean P&L +2.3%.conf 0.87
05Process
From first conversation to daily use.
01 · Day 0
Show us how you work.
We learn your process, the information you use and what your team needs.
02 · 5 to 10 days
We build the prototype.
A working AI tool built around a specific workflow and agreed data.
03 · Prototype review
Try it with your team.
Review the results, refine the approach and agree what the full platform should do.
04 · 8 to 14 weeks
We build and deploy.
Your platform, connected to your systems, with agreed access controls and hosting.
06Selected work
Built for the work our clients do.
01
A real estate investment firm managing $600M in assets.
02
An equity trading desk doubling its coverage.
03
A commodities trader screening deals in minutes instead of hours.
04
A real estate developer managing 40+ active projects in one place.