Two extra days. To grow or to rest.
For financial services
More analysis. Less assembly.
Your analysts didn't sign up to assemble decks. Today, we ship AI that drafts the equity research, builds the pitch book, runs the KYC, and handles client servicing — so your seniors are thinking, not typing. With design partners we're now extending it to portfolio attribution, news monitoring, e-comms surveillance, trade breaks, and underwriting.
Workflows we deploy in financial services
The work that drains your team. Done by a system that doesn’t tire.
Shipped — live today
8 workflowsClient servicing
Draft grounded responses to client requests using your own product, policy, and account context.
KYC & document intake
Pull and verify entity data from loan files, statements, and IDs. Flag what a human needs to see.
Equity research note generation
Draft analyst notes from 10-K, 10-Q, earnings transcripts, and prior coverage. Every claim cited back to the source.
Fund & ETF analytics
Natural-language screener across mutual funds and ETFs. Peer comparison, expense and style-drift detection against stated mandate.
Earnings call intelligence
Transcripts to summary plus Q&A theme extraction, quarter-over-quarter delta, and tone-shift detection — same day as the call.
Investor letter drafting
Quarterly and annual LP letters drafted from performance data, portfolio events, and prior letters — in your house voice.
Pitch books, IC memos & recurring client decks
Assemble branded deliverables from your source-of-truth data each cycle: sell-side pitch books, IC memos, quarterly client reviews, fund factsheets, board decks. Your template, your numbers, your tone.
Compliance review
Pre-screen transactions, contracts, and disclosures against policy. Surface the exceptions, not the noise.
Work in progress — design partners welcome
5 workflowsPortfolio attribution & commentary
Explain what drove returns by sector, factor, and name. Drafted narrative ready for client and LP communications.
Real-time news & filings monitoring
Materiality-tagged feed tied to your positions or watchlist. Deduped across sources, routed to the desk that needs to know.
E-communications surveillance
Screen chat and email for market-abuse signals — front-running, insider, collusion language. Cut false-positive load on compliance.
Underwriting support
Assemble the deal memo from source documents. Let analysts spend time on judgment, not retrieval. Active build alongside design partners.
Trade break & reconciliation investigator
Root-cause settlement breaks across counterparties, suggest fixes, and draft the resolution email. Built with operations design partners.
Outcomes
Hours back. Measured.
~22 hrs / wk / analyst
A mid-market asset manager cut first-draft note time across its coverage team.
70% time saved per cycle
A wealth advisory firm automated branded review-deck assembly across hundreds of household accounts.
Two extra days. To grow or to rest.
How a deployment looks in financial services.
Sit with the desk — research, ops, or compliance. Instrument the queue.
Pick the workflow with the biggest lift. Lock evaluation criteria and audit needs.
Ship a working v1 with full audit logging.
Run live with paired human review. Iterate Monday.
Other industries
Logistics & supply chain
Your dispatch desk drowns on Mondays. Your customer ops team answers the same shipment-status question 200 times a day. We build the AI that handles both.
See your workflowsLegal & dispute resolution
Your associates spend more time on the file than on the case. We build AI for matter intake, hearing calendars, IBC workflows — so the lawyering can happen.
See your workflowsProfessional services
You bill for thinking. You spend the week on assembly. We build AI for the audit workpapers, the tax notices, the RFPs — so the billable hours go where they should.
See your workflowsReal estate & property
Every deal lives or dies on the paperwork behind it. We build AI for lease abstraction, title review, and RERA — so deals close faster, not slower.
See your workflowsConstruction & infrastructure
You win tenders on speed and lose margin on changes. We build AI for tender response, BoQ extraction, and change-order memos — so neither one slips.
See your workflowsEducation & EdTech
Your faculty signed up to teach, not to file. We build AI for admissions, accreditation, and grants — so the teaching gets its time back.
See your workflowsMedia, publishing & entertainment
More stories should be shipping. Rights and QA are why they aren't. We build AI for rights, editorial review, and localization — so the newsroom moves at story-speed.
See your workflowsGovernment & public sector
Your officers are buried in noting and audit, not citizen service. We build AI for intake, scheme delivery, eOffice, and audit — so the work that reaches citizens actually does.
See your workflowsThe next step
Tell us the workflow that's eating your week.
Pick the workflow your team dreads most. We’ll tell you — in writing, in 30 minutes — whether AI can shorten it, and by how much. If it can’t, we’ll say so. That's the whole point.