Work

Selected work

Real investment workflows, built around the firm's data, judgment and controls. These stories show the operating problem, what changed and where human review remains.

Client details are intentionally generalized. The workflow and measured result are preserved.

Managed AI agents

From recurring research task to reviewable workflow.

New York-based event-driven investment manager

From three to four hours of deal research to a draft sheet in under eight minutes.

Seven specialist agents coordinate deal terms, market data, peer analysis, current developments, methodology, narrative and verification to return one cited page for analyst review.

Read the case study

3–4 hoursPrevious analyst time

5+ sourcesBrought into one workflow

Under 8 minTime to a draft deal sheet

What does your team rebuild every time?

Bring one recurring workflow, the sources it depends on and the decisions a good result must support. We'll map the first version worth testing.

Find your starting point