A common operating language
People across the firm understand what AI can and cannot do, how context changes output and when human judgment remains essential.
AI Training & Fluency
Make AI useful across the whole firm—not only the people already experimenting.
Altitude helps hedge funds, asset managers and family offices build practical AI fluency across investment, operations, compliance, investor relations and finance. The training happens on live work, in the tools your people actually use.
When this is the right starting point
Recognise your firm?
The firm has licensed AI tools or curious employees, but usage ranges from almost none to sophisticated power users. Leaders want adoption to improve without creating unmanaged exposure or leaving capability concentrated in one person.
- Some employees still treat AI as a search engine while others are already building agents.
- The firm has tools, but no shared method for prompting, context, review or sensitive data.
- Teams want examples grounded in research, operations, compliance, IR and finance—not generic office demos.
- Power users need an advanced path without leaving novices behind.
The changed state
What your firm gets
AI applied to real work
Teams move from isolated prompts to repeatable workflows, reusable skills and higher-quality work in their own roles.
A stronger power-user core
Advanced users learn how to scope, build, evaluate and operate agentic workflows while the broader firm gains a dependable foundation.
Safe adoption and visible opportunities
The firm develops practical guardrails and a clearer portfolio of workflows worth improving, automating or handing to managed agents.
Open resources
Practical guides for your team
Use these resources before, during or after an engagement.
Claude Cowork for Investment Managers
A working playbook for analysts, portfolio managers and operations teams, including first workflows, rollout guidance and the failure modes to avoid.
Read the guide →The Complete Guide to Claude Skills
How reusable instructions turn repeatable work into a capability the team can use and improve.
Read the guide →Claude Cowork for Regulated Firms
What the enterprise controls cover, where the remaining governance work sits and what investment firms should verify.
Read the guide →Selected work
See where this has been done before.
The same service, shaped around a different firm, its data and its controls.
New York family office · $500m–$1bn AUM
PDF reports into model-ready data
Three working sessions on specialist extraction, Excel model updates and agents the investment team could test.
~99%Specialist extraction on the tested workflow
Read the case study →New York equity hedge fund · $1–5bn AUM
A firm-wide AI day with a defined next step
Investment, technology, operations and compliance worked through live workflows, reusable skills and the decisions behind a coordinated programme.
14 skillsReusable workflow starting points
Read the case study →North American hedge fund · $1–5bn AUM
Building agents the team could challenge
A Claude Code programme on agent scoping, sourced evidence, testing, multi-agent design and the decisions behind shared agents.
Visible checksSources, calculations, conflicts and gaps
Read the case study →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.
Firm-wide foundations
Plain-language grounding in models, prompting, context, tool choice, source checking and responsible use.
Role-specific working sessions
Separate sessions for investment, operations, compliance, investor relations and other teams using their own problem statements.
Live-work clinics and office hours
People bring the work they are trying to improve, test it between sessions and return with the places they became stuck.
Power-user and agent track
Advanced sessions on reusable skills, agent design, evaluation, deployment and managing multiple workflows.
Environment and guardrail setup
Support for approved accounts, access, baseline settings, data-handling expectations and an initial practical policy position.
Champions and continuing fluency
A cadence that helps trusted internal champions share patterns, corrections and useful workflows after the formal sessions end.
How the work moves
A controlled path to an operating capability
- 01
Diagnose
Map the current spread of capability, approved tools, team needs and real workflow problems.
- 02
Level-set
Give the firm a common foundation, shared vocabulary and practical boundaries for safe use.
- 03
Apply
Work team by team on live tasks, with space between sessions to use the methods in practice.
- 04
Embed
Strengthen power users, establish repeatable patterns and route the best opportunities into the roadmap.
Frequently asked questions
Is the training suitable for both beginners and advanced users?
Yes. The firm receives a shared foundation while role-specific and power-user tracks adjust the depth. Beginners are not overwhelmed and experienced builders are not held back.
Is this a one-day AI workshop?
Altitude can deliver focused training blocks, but the strongest fluency programmes are spaced across several weeks. People use the tools on real work between sessions, then return to resolve the places where practice broke down.
Does the programme cover governance and sensitive data?
Yes. Practical guardrails, approved environments, source checking, review expectations and sensitive-data handling are integrated into the work. Formal policy and control design can be scoped separately or held through the Fractional AI Officer service.
Connected services
Clients can enter through one need. The work stays connected as the firm progresses.
Fractional AI Officer
Turn training demand and discovered workflows into one accountable roadmap.
Learn more →Managed AI Agents
Move the best repeatable workflows into a governed production service.
Learn more →Data & AI Foundation
Give trained teams and agents trusted access to the firm knowledge they need.
Learn more →Build fluency around your firm’s real work.
Tell us how your teams use AI today. We’ll recommend the right mix of firm-wide foundations, role-specific sessions and advanced working clinics.
Find your starting point