Built by investors and advisers to set the standard for investment underwriting and value creation in the age of AI
Public or private data transformed into financial models and presentations.
Public Market Data
Derive insights from wealth of disclosure
Private Market Data
Turn text into a model
Microsoft Copilot Data
Leverage your enterprise knowledge
Claude Desktop and OpenClaw are free-run agents — they are released into a folder — they sow chaos.
Our Agents on Rails are software — grounded in precision, which ensures quality, reduces cost, and enables massive scale. See blog post →
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.
We have trained specialized models for constructing financial statements.
We specialize in crafting custom, high-quality datasets for training on complex financial statements.
Engage our data engineering team to build custom training datasets for your proprietary models.
SEC Filings
Raw text
Workiva
Financial tagging
Bloomberg
Statement derivation
Analyst
Pro-forma and DCF
Investor
Investment thesis
SEC Filings
Raw text
Mæstery
Pro-forma and DCF
Investor
Investment thesis
Our agent normalizes financial statements to institutional standards. Chat to layer in your proprietary approach — that's the edge only you own.
AI-powered agents analyze location data across energy infrastructure assets — delivering actionable intelligence for the energy transition.
AI-powered agents map global digital infrastructure — from data centers to fiber routes — guiding investment in the digital future.
Whether you choose to work in a purpose-built web app, or have the agent message you in Teams, or prefer to stay inside Excel with Copilot — you get the same models, the same AI agents, no compromise.


The market believes that they can achieve reliable outcomes by releasing a free-run AI agent into a folder (like OpenClaw or Claude Desktop) and giving it access to READ and WRITE a Python script - that performs or checks the math. We tested this. Instead of doing the math, the free-run agent cheated to pass the test! It hallucinated an incorrect output into a file and printed "success", thereby faking the python output. Here is why at Mæstery we put agents on rails and give them tools they can press like a button, masking the python script inside the tool.