Institutional Quality Architected for Timeless Advantage
Built by investors and advisers to set the standard for investment underwriting and value creation in the age of AI
Private AI agents on your cloud, optionally within Microsoft Copilot
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Bypass legacy terminals
Public or private data transformed into financial models and presentations.
Bypass the chaos of free-run agents
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 →
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.
We bring accounting expertise to financial AI training
Proprietary Models
We have trained specialized models for constructing financial statements.
Training Dataset
We specialize in crafting custom, high-quality datasets for training on complex financial statements.
Train Your Own
Engage our data engineering team to build custom training datasets for your proprietary models.
We bring institutional quant expertise to the AI tools reshaping private equity
SEC Filings
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Workiva
Financial tagging
Bloomberg
Statement derivation
Analyst
Pro-forma and DCF
Investor
Investment thesis
SEC Filings
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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.
We bring energy asset insight to real asset investing
AI-powered agents analyze location data across energy infrastructure assets — delivering actionable intelligence for the energy transition.
We bring digital infra insight to real asset investing
AI-powered agents map global digital infrastructure — from data centers to fiber routes — guiding investment in the digital future.
Same intelligence. Your choice of surface
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.
