Six commercial surfaces. One compiled state underneath.
Each surface is the same machine projected through a different interface, built around your sources, your controls, and the workflows your team already runs.
we are not an AI consultancy menu. we build the state layer; the surfaces fall out of it.
We map a workflow end-to-end and identify where AI fits, what is review-ready, and what infrastructure has to sit underneath first. You leave with a typed scope and workflow map.
Private agents over your own sources. Permission-aware, claim-citing, exception-routing. The retrieval surface that does not hallucinate. Built in your environment, against your controls.
Custom compilers for the documents your team works with: 10-K, 10-Q, ADV, 13F, NPORT, Form D, Y-9, Call Reports, ABS-EE, indentures and credit agreements. Typed claims, calc-arc reconciliation, amendment chains.
Stale-dependency monitors over filings, holdings, websites, contracts, language and macro. Typed events, deduped, routable, with the diff in plain view and the next action queued.
Source-resolved facts, lineage-bearing claims, typed event streams. APIs over the canonical entity graph. Used directly by quant, data, ops and downstream agent teams.
Browseable belief surfaces: debt walls, holdings deltas, covenant trips and IPO mechanics with the evidence open. Private deployment by default; client-licensed sources stay client-licensed.
Built around your data boundary.
Sources, controls, permissions, models, review loops and deployment constraints are inputs to the build, not afterthoughts.
Your vendor feeds, internal databases, document stores and CRMs connected without leaving your environment.
Permissions and review points are designed in. Exception queues route to the right person, with the evidence attached.
No shared-model use without explicit permission. Outputs and lineage stay in the client environment.
AI workflows that can be checked.
Six steps, every one inspectable. The workflow earns its trust by exposing its work.