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.

AI Training & Fluency

From AI experimentation to a workflow the team can inspect.

New York family office · $500m–$1bn AUM · fewer than 10 staff

The figures were in the report. The risk was what happened on the way into the model.

Three practical sessions showed the investment team how to extract difficult financial tables, map recurring data into existing Excel models and build testable agents around real research work.

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3 sessionsBuilt around live investment work

80–85%Raw LLM extraction on the tested task

~99%Specialist extraction on the workflow

New York equity hedge fund · $1–5bn AUM · 25–50 staff

The firm was already using AI. The missing piece was a shared way to move forward.

One practical day brought investment, technology, operations and compliance together around live workflows, reusable skills and the decisions required to turn experimentation into a coordinated program.

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1 dayBuilt around the firm’s real work

14 skillsReusable workflow starting points

12 daysTo commission the next phase

North American hedge fund · $1bn–$5bn AUM · 25–50 staff

The team knew how to use AI. It wanted to know how to build agents it could challenge.

A practical Claude Code program used the firm's own research work to teach agent scoping, sourced evidence, testing, multi-agent design and the operating decisions behind shared agents.

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Real workBuilt around the team’s research

3 systemsExamined during the training

Visible checksSources, calculations, conflicts and gaps

Fractional AI Officer

From scattered AI decisions to one managed path.

New York credit-focused investment manager · $1–10bn AUM

AI adoption was moving faster than any one internal team could coordinate.

A three-platform governance review became an ongoing trusted-adviser role across staff requests, connector decisions, legal and compliance support, policy shape and training.

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3 platformsReviewed through one operating lens

100+Administrative views assessed

OngoingAdvice as new requests arise

Data & AI Foundation

From fragmented knowledge to cited, queryable systems.

New York equity hedge fund · $1–5bn AUM

The research was there. The answers were hard to find.

Research and internal knowledge were spread across email, SharePoint, shared files and a research management system. A measured discovery proved a multi-layer query architecture and led to approval for the full Azure build.

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2–3 monthsDiscovery and testing

99.9%Source figures retained

28 / 28Requested report ranked first

New York equity hedge fund · $1–5bn AUM

Years of research became an Azure system the firm could query, control and extend.

More than 10,000 research records moved through Azure Blob Storage, event-driven ETL, Document Intelligence, metadata enrichment and Azure AI Search into one cited query layer.

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10,000+Research records processed

99.9%Source figures retained in the extraction test

Client AzureStorage, identity, search and audit

US global macro manager · $500m–$1bn AUM

The research kept arriving. The knowledge disappeared into the inbox.

More than 500 daily research items became one indexed history that could answer questions across time, topics and tickers—then open the original source behind each conclusion.

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500+Research items each day

Any topicQueryable across ticker and time

One clickFrom answer to original source

Managed AI Agents

From useful agent to dependable operating service.

New York equity hedge fund · $1bn–$5bn AUM

The investment team wanted the agents. It did not want a second job maintaining them.

Firm-wide earnings and news agents run inside a managed service covering deployment, security, versioning, tracing, evaluations, monitoring, model choice and ongoing optimization.

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<2 minEarnings preview preparation

100,000+News articles processed per run

~30 minTo personalized firm-wide delivery

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.

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3–4 hoursPrevious analyst time

5+ sourcesBrought into one workflow

Under 8 minTime to a draft deal sheet

Architecture advisory

Make the next architecture decision without closing off the one after it.

US long/short equity manager · $10bn–$25bn AUM

A large research estate needed shared access without weakening private analyst controls.

Independent research and technical advice clarified the data foundation, hybrid retrieval, permissions, platform tradeoffs and complexity the firm could defer until its value was proven.

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2 zonesShared and private research

5 tracksTechnical questions researched

No lock-inFuture platform options preserved

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.

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