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 OfferingsGet in Touch
Proprietary and PrivateOptional Integration with Microsoft Copilot
What we do

Institutional quality, architected for timeless advantage

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.

Our solutions

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
Our Strategy

Domain expertise is timeless

Expert-crafted instructions, deep knowledge libraries, and encoded logic convert domain knowledge into institutional-grade AI Agent skills and tools. The quality of the agent is only as good as the expertise behind it.

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

We bring the best of quant investing experience to private equity

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 pro-forma, your IP

MæsteryBase layout
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