Solutions by persona
Agents for every role in the investment lifecycle
From the break queue to the audit file: governed, evaluated agents that work inside the platforms your teams already use — with humans in command and every step traced.
Solutions by role
COO · Head of Operations · Fund Administrator
Operations
Absorb the investigation toil on breaks and exceptions. Analysts review structured findings — root cause, evidence, recommended action — instead of digging.
Your analysts decide. Agents do the digging.
Data Manager · DataHub Developer
Data Management
Draft, validate, evaluate and test business rules in minutes — grounded in your real syntax dictionary and rule corpus, returned as typed verdicts.
Your data platform now speaks your language.
Fund Accountant · NAV Oversight
Fund Accounting
NAV exceptions will arrive pre-investigated with audit-grade evidence — a faster close without losing control, every finding ready for the depositary.
Close faster. Prove everything.
Compliance Officer · Auditor
Compliance
Reconstruct any run step by step, certify the whole fleet from one catalog, and export append-only audit evidence designed for 7-year retention.
AI your auditors can read.
CTO · CISO · Platform Operator
Technology
One governed runtime: identity, RBAC, tenant isolation, scoped vaults, hard budgets — EU by default and model-agnostic by design.
Finally, an AI surface you can actually secure.
Join the Early Adopter Program
General availability lands in Q3 2026. The Early Adopter Program is open now — a limited cohort, a one-year platform trial, and three workshop streams: Business ROI, Compliance, and Operational fit.