Beyond the platform
Consulting

Custom AI, built around how your firm works.

The platform covers the deal workflow. Beyond it, we take on custom AI builds where the project and the scope make sense — bespoke agents, automations, and integrations that turn manual hours into minutes. We build outcomes, not software.

What we build

Automation, agents, memory, training.

Every engagement starts with the workflow audit, so we build the automations with the highest return on your team's hours first.

01

Workflow automation

The recurring document work your team does by hand: reporting packages, data extraction, inbox triage, portfolio updates. Automated end-to-end inside your existing tools.

02

Custom agents

Agents built for tasks specific to your firm and asset class, trained on your standards, running inside your environment.

03

Knowledge systems

Your firm's notes, memos, and decisions indexed into a private knowledge base your team can query in plain English.

04

Advisory & training

AI strategy, vendor evaluation, and hands-on training to get your team fluent in the systems we build.

The engagement
How it runs

Discovery to live systems in thirty days.

01

Discovery

We map how your team actually works and rank every automation opportunity by time saved against build complexity. You keep the audit whether or not we go further.

02

Build

Systems deployed in your environment, integrated with the tools your team already uses. No migration, no platform switch. First systems live within thirty days.

03

Optimize

Weekly check-ins and monthly reporting on hours returned. New automations as your team finds the next bottleneck. The systems get sharper the longer we run them with you.

The terms
How we work

Founder-direct. Your environment. No lock-in.

I

You work with the founder.

No account managers, no handoffs. You work directly with the person who designs and ships the systems, on a weekly cadence.

II

Your data stays yours.

Isolated environments, encryption at rest and in transit, and on-premise or private cloud deployment where it's required. For NDA-sensitive material, local models keep nothing leaving your network.

III

Built around your firm.

Every engagement is custom-scoped to how your firm actually works — no packages, no published tiers. We embed with your team and build on your workflow, and the platform only gets sharper the longer it runs.

The next move

Tell us what's eating up your team's week.

Custom-scoped, founder-direct, first systems live within thirty days.