A smaller, clearer data problem
The firm knows what should be stored, what should be fetched live, which sources are authoritative and which gaps actually matter to current use cases.
Data & AI Foundation
Turn scattered firm knowledge into a governed foundation AI can actually use.
Altitude helps hedge funds and asset managers connect research, notes, email, SharePoint, Excel and vendor data into a portable foundation for search, firm memory and AI agents—without forcing a giant data migration before value appears.
When this is the right starting point
Recognise your firm?
The firm has valuable information in many places but no trusted way to search across it, establish source authority or give people and agents permissioned access. Data problems are now limiting useful AI work.
- Research and institutional knowledge live across Excel, inboxes, shared drives, SharePoint and vendor portals.
- Different teams disagree about the authoritative source or current version of the same information.
- Power users have built agents, but each one manually assembles or maintains its own inputs.
- The firm wants cited retrieval and portability without creating another proprietary walled garden.
The changed state
What your firm gets
Searchable, attributable knowledge
People and approved agents can retrieve information across the selected corpus with citations, metadata, freshness and source context.
Permissions and ownership by design
Identity, entitlements, lineage, classifications and a clean exit position are established before access expands.
A managed foundation for what comes next
Ingestion, retrieval, monitoring and re-indexing continue to operate as sources, models and firm requirements change.
Scope
What Altitude does
The work is shaped around the firm and the use cases that matter. These are the capabilities the engagement can draw on—not a generic checklist imposed before value appears.
Source and use-case mapping
Inventory the data required by priority workflows, the systems holding it, the authoritative copies, owners, permissions and gaps.
Data-lake and retrieval architecture
Design the right substrate, storage, metadata, indexing, vector retrieval and portability model for the firm’s actual scale.
Ingestion and document intelligence
Parse, classify, de-duplicate and enrich research, notes and operational documents while preserving provenance and the original source.
Firm memory
Make approved context, corrections and institutional knowledge reusable, attributable, entitled and correctable across work.
Gateway and connectivity
Create a controlled seam between AI tools, employee-built workflows, managed agents and firm systems for identity, usage, cost and alerting.
Managed operation
Operate the agreed foundation, handle ingestion failures and model or parser changes, monitor cost and scope new sources separately.
How the work moves
A controlled path to an operating capability
- 01
Map
Start with the valuable use cases, source landscape, permissions, retrieval needs and current operating constraints.
- 02
Design
Choose the smallest portable architecture that supports the next use case and builds toward the firm.
- 03
Build
Stand up ingestion, storage, metadata, retrieval, access and the first working corpus in controlled layers.
- 04
Operate
Monitor quality, freshness, cost and permissions while adding sources only when the next use case earns them.
Frequently asked questions
Does every investment firm need a data lake before using AI?
No. Data is not a gate. The foundation should go only as deep as the next valuable use case requires. Many sources should remain live through APIs or connectors rather than being copied into storage.
Can the foundation begin with Excel, email and SharePoint?
Yes. Those are often the real starting systems. The work identifies authoritative copies, improves ingestion and makes the selected information searchable without requiring the firm to replace every existing tool.
Who owns the data and derived intelligence?
The client does. Altitude designs for portability: original documents remain accessible to the firm, derived information uses exportable structures where practical and the exit position is an explicit architecture decision.
Connected services
Clients can enter through one need. The work stays connected as the firm progresses.
Managed AI Agents
Put the foundation to work through research, investment and operating workflows.
Learn more →Fractional AI Officer
Connect foundation choices to the firm-wide roadmap, governance and investment priorities.
Learn more →AI Training & Fluency
Help teams use the connected tools and knowledge safely and productively.
Learn more →Start with the data your next use case actually needs.
We’ll map the information blocking useful AI work, separate the real foundation requirement from a broad migration and identify the smallest valuable first build.
Find your starting point