AI-NativeFinance

Institutional Quality, Architected for Timeless Advantage

Built by investors and advisers to uphold the standard of excellence in the age of AI

Our SolutionsGet in Touch
OUR AGENTS

Private AI agents on your machine, optionally within Microsoft Copilot

Precision is Timeless

Energy Infrastructure Analyst: Asset-level mastery of the terrain — knowing who truly commands the market.

Preparation is Timeless

Private Research Agent: Rigour that endures the flood of transient information — building on stone, not on sand.

Expertise is Timeless

Financial Analysis Agent: Expertise for adjusting pro-forma financials — tactically adapting for that context.

Creativity is Timeless

Agent Factory: Proprietary intelligence — owning the solution you architected.

PUBLIC OR PRIVATE MARKETS

Three pathways, from data to a model, to a memo

Public or private data transformed into institutional-quality financial models and presentations.

Public Market Data

Derive insights from wealth of disclosure

pathway

Private Market Data

Turn text into a model

pathway

Microsoft Copilot Data

Leverage your enterprise knowledge

pathway
APP OR COPILOT

Same intelligence. Your choice of surface.

Whether you choose to work in a purpose-built web app or prefer to stay inside Excel with Copilot — you get the same models, the same AI agents, no compromise.

Revenue by Quarter ($M)

42
Q1
58
Q2
51
Q3
67
Q4
74
Q1
82
Q2
Revenue
$82M+12%
COGS
$31M+4%
EBITDA
$28M+18%
Web App
OR
ExcelFileHomeInsertData
Copilot
B7
=SUM(B2:B6)
A
B
C
1
Quarter
Revenue
Growth
2
Q1 FY24
$42M
—
3
Q2 FY24
$58M
+38%
4
Q3 FY24
$51M
-12%
5
Q4 FY24
$67M
+31%
6
Q1 FY25
$74M
+10%
7
Q2 FY25
$82M
+11%

Revenue by Quarter ($M)

42
Q1
58
Q2
51
Q3
67
Q4
74
Q1
82
Q2
Copilot
Compute year over year revenue growth
Done. YoY revenue growth computed — Q1 FY25 vs Q1 FY24 is +76%, Q2 FY25 vs Q2 FY24 is +41%.
Ask Copilot…
Excel + Copilot
OUR EDGE

Domain expertise is timeless

Language models can't do math with certainty — but AI Agents can. An Agent is a language model equipped with tools and calculators: it can run accounting routines, pull live data, even write software in real time during a conversation. But the quality of any Agent comes down to the expert-crafted instructions, deep knowledge libraries, and encoded logic behind it — the human expertise is what makes the difference.

Domain Expertise

Agent Skills

Agent Tools

Agent Harness

Agent Governance

AIAGENT
Quality

Writes code, runs math

Runs third-party software

Queries databases

Plans, executes, checks

WHY US — FINANCIAL MODELS

We bring institutional quant expertise to the AI tools reshaping finance

The Old Way

SEC Filings

Raw text

Workiva

Financial tagging

Bloomberg

Statement derivation

Analyst

Pro-forma and DCF

Investor

Investment thesis

The Mæstery Way

SEC Filings

Raw text

Mæstery

Pro-forma and DCF

Investor

Investment thesis

Your Chat - Your Pro-forma, Your IP

Our agent normalizes financial statements to institutional standards. Chat to layer in your proprietary approach — that's the edge only you own.

Total Revenue$4,200M
›Product Revenue$2,800M
›Service Revenue$1,400M
Cost of Goods Sold$2,100M
›Materials & Labor$1,680M
›Inventory Write-Down$420M
Gross Profit$2,100M
SG&A$600M
Depreciation$300M
Operating Income$1,200M
REAL ASSETS - ENERGY INFRASTRUCTURE

We Bring the Best of Real Asset Investing
to Energy's Future

AI-powered agents analyze location data across energy infrastructure assets — delivering actionable intelligence for the energy transition.

REAL ASSETS - DIGITAL INFRASTRUCTURE

We Bring the Best of Real Asset Investing to the Digital Future

AI-powered agents map global digital infrastructure — from data centers to fiber routes — guiding investment in the digital future.