We build intelligent, AI-native platforms, custom AI tools, and process automations for firms, across private equity, private credit, real estate, and venture capital.
We don't build generic software and call it "finance-ready." Each platform is engineered around the specific workflows, models, and reporting needs of your asset class.
Deal pipeline, LBO & DCF modelling, portfolio monitoring, and LP reporting, built for buyout and growth equity firms.
Explore 02Origination, credit analysis, covenant monitoring, and fund reporting for direct lenders and credit managers.
Explore 03Acquisition underwriting, asset dashboards, waterfall modelling, and LP distribution reports for RE managers.
Explore 04Deal flow management, diligence tooling, portfolio monitoring, and LP CRM for early and growth-stage investors.
Explore +Tell us your workflow and we'll point you to the right platform, or build what's missing.
Talk to usYour data and models, unified into one governed ontology, then turned into the analytics, workflows, and integrations your team and your AI act on.
Every source and every model, connected, not scattered across systems.
Objects and the relationships between them, in a single source of truth.
The model powers the surfaces your team and your agents act on.
Funds, companies, deals, documents and models become governed objects.
Which fund holds which company. Which memo cites which deal.
Every action by your team or your AI writes back to the same model.
Not a chatbot bolted onto a dashboard. A growing suite of agents, built into our platforms, that run real deal work:
Cypher, the financial assistant. Ask anything in plain English; it queries your data and runs the analysis.
Company Research. A full intelligence report on any company: financials, news, leadership, competitors, ESG.
LBO Agent. Documents in, a full LBO out, with scenarios and Excel and PowerPoint export.
Fulcrum. Scenario reasoning that returns a corridor with evidence, not a point estimate.
ICM Agent. Board-ready investment committee memos, drafted from the deal.
We think from first principles about how information moves through your firm: where it lives, who relies on it, and where it stalls. From there we find the right fit, whether that is a bespoke platform built around your data or one of our ready-made agents deployed fast. Intelligent knowledge management sits at the core of both.
Our founders have built multiple production platforms and solutions that top firms rely on today, live, in front of real teams and real capital. We deliver enterprise software that survives contact with the real world, not prototypes that stall at the pilot stage.
We have already put deep agentic systems into live industry workflows: agents that read, reason, and act across a firm's real data. We know exactly what it takes to make them reliable enough to trust with deal work.
Every platform is built from the ground up around how your firm actually operates. The workflows, the models, and the interface are designed for your team and your house style, never an off-the-shelf template bent to fit.
Our agents learn from your entire history: every deal, memo, model, and decision the firm has ever made. The longer they run, the more institutional knowledge they carry, and the more they work like your best people.
Reach out to shape what we build next and get access to our latest agents.