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WHAT WE DELIVER

Your templates and models.
Our agents.

Models, attribution, client decks & dashboards, delivered end to end.

USE CASES

One workflow at a time.

Research
500 -> 1000
Valuation models refreshed from the latest filings, in your own Excel.
  • Higher Coverage
  • Same Team Size
Portfolio Analysis
EQ + FI
Contribution and attribution for all asset classes, with any benchmark.
  • Accurate
  • Zero Residual
Client servicing
Days to minutes
Product notes and review decks for your investors, in your template.
  • Sales Enablement
  • Intelligent reviews
Industry Dashboard
2 days -> automated
Flows, market share, revenue and distribution cost for asset managers.
  • Alternate Data
  • Sector Trends

Three building blocks under every workflow

DATA PIPELINES

Clean data before any agent sees it.

Data extracted from unstructured sources, validated, and made available for agentic retrieval. Point-in-time correct.

Data pipeline · today ~1M new data points
  • Filings
  • Fund disclosures
  • Market data
  • Your documents
Completenessevery expected record present
Timelinessarrived within its window
Accuracyvalues within expected ranges
Versioned storeNothing overwritten · point-in-time correct
Publisher value rejected · fixed in 12 min
AGENT HARNESS

Agents that call tested tools, not improvised code.

Workflows and MCP tools that produce any form of output — Excel models, decks, notes, and interactive dashboards.

agent · orchestrationrun_id: 0xA4F2
Sources
Earnings · 10-K · transcripts14 feeds
News + social · filings · researchreal-time
Skills · MCP
extract_metrics
compare_consensus
portfolio_lookup
citation_check
Agent
Impact Agentidle · cost $0.008
Output
Portfolio impact brief · 3 holdings affected→ slack · email
EVALS FOR ENTERPRISE AGENTS

Measure your agents before they reach your team.

Agent performance measured, benchmarked and improved against a scored suite. Accuracy proven, not asserted

Eval run · graded by step1,000+ cases
Update a valuation model from the latest quarterly filing
  1. Retrievalright filing, right periodpassed
  2. Modellingdrivers and formulaspassed
  3. Presentationunits differ from the source tablefailed
Frontier model (Gemini) on the full suite63%
IN PRACTICE · QUARTERLY VALUATION REFRESH

Double the coverage, same team.

An asset manager's research desk of 35 analysts updates 500 valuation models every quarter. The goal is 1,000, with no new hires. Agents take the mechanical refresh, analysts keep the judgement, and the model stays the one they built. Every updated cell traces back to the filing line it came from.

  • Agent: pull filings, transcripts and guidance
  • Agent: update drivers in the live model
  • Agent: flag what changed since last quarter
  • Analyst: test the thesis against the new numbers
  • PM: decide to add, hold, trim or watch
Talk to us about your desk →
One model · one quarterhours
Before12.5Before: 0.5 hours of judgement and 12 hours of manual model refresh.
After1After: 0.5 hours of judgement and 0.5 hours of agentic model refresh.
integrations

Fits the stack you already have.

Works with your data, your model provider and the tools your team already uses.

Data
  • Exchange and regulatory filings
  • Fund disclosures
  • Market data and news
  • Your internal data
Models
  • GPT
  • Claude
  • Gemini
  • Your own
Output
  • Excel and your deck templates
  • Live dashboards
  • Teams and Slack
  • Email
Scope, Embed, Deliver

Pick a workflow from above, or bring your own. We will show it running on your data.

Book a demo