Solving real AI problems.

Investment Deal Chatbot

A chatbot that knows every deal in the book.

Problem

Analysts spent hours digging through data rooms, term sheets and prior deal files to answer basic questions about live and historical transactions.

What we did

Built a deal-aware chatbot grounded in the firm's deal corpus with role-based retrieval, citation enforcement and conversational follow-up — wired into the analyst's daily workflow.

For your company

Any firm sitting on years of documents and decisions can give its team the same instant, cited access to what it already knows.

Investment Memo Generation

First-draft investment memos in minutes, not days.

Problem

Producing an investment memo meant a week of analyst time pulling financials, market context and comparables into the firm's house format.

What we did

Designed a memo-generation pipeline that assembles structured financials, qualitative research and comparables into a house-style first draft for analyst review.

For your company

The same pipeline drafts any recurring, format-heavy document — credit papers, board packs, client proposals — in your house style.

Report Generation

Periodic reporting on autopilot.

Problem

Quarterly and ad-hoc reports for LPs and committees were stitched together by hand from spreadsheets, CRM exports and slide decks.

What we did

Built a report-generation system that pulls live data from underlying systems, runs the firm's standard analyses, and produces formatted reports ready for review.

For your company

If your team reassembles the same report from the same systems every month, that work can run itself.

Audit Automation

Audit prep that runs itself.

Problem

Audit cycles forced analysts into weeks of manual reconciliation, document gathering and control testing across fragmented systems.

What we did

Automated evidence-gathering and reconciliation with deterministic checks plus an AI layer that flags anomalies and drafts auditor-ready explanations with full traceability.

For your company

Regulated teams — banks, insurers, utilities — can cut audit season from weeks to days with evidence that assembles itself.

Always-On AI Employee

An AI employee that never clocks out.

Problem

Recurring knowledge work — sourcing new deals, drafting emails, building financial models — kept pulling senior people away from judgment calls, and it lived across too many tools to hand off.

What we did

Deployed an always-on AI agent that understands the organisation and sits inside the stack it already uses, with the connectors, tools and skills to run whole workflows end-to-end — from sourcing deals to drafting emails to building financial models. It builds memory as it works, so it grows smarter the longer the team uses it.

For your company

Any team with recurring knowledge work can add an AI employee that works in the tools it already uses — one that learns your business and gets better every week.