Wrong figures
Handled by source trace, code-level quote checks and tie-outs.
[ FINANCE ]
Why finance is our focus.
We help fund teams, research firms and the finance teams of companies. Their work has little room for unverifiable output.
[ RISK ]
[ RISK ]
Missed documents
Handled by explicit lists of what was read and what was missing.
[ RISK ]
Unverifiable output
Handled by showing page and quote for every value.
[ RISK ]
Data leaving the environment
Handled by minimal data use and private deployment options.
[ TYPICAL TASKS ]
Three kinds of finance work we start from.
[ FUND AND PE TEAMS ]
Fund and PE teams
Screening teasers and data rooms, with every figure traced to its page.
[ see the service → ][ see a sample → ][ RESEARCH FIRMS ]
Research firms
Reading filings and reports, with answers that cite the passage.
[ see the service → ][ COMPANY FINANCE TEAMS ]
Company finance teams
Preparing reports and reconciliations, with every difference listed.
[ see the service → ][ see a sample → ][ BACKGROUND ]
Nine years in finance, now building the agents.
The founder worked in finance for nine years before building AI systems, so requirements are read as an analyst would read them.
[ CONTACT ]
Send a brief Describe your process.
A written brief is enough to start.