Current engagement
Streamlining investment operations across systems.
Capital-call and subscription workflows, Salesforce, file architecture, cash-flow matching, and recurring investment-office processes.
View the projectSelected work
AI applied to real finance operations.
Projects focused on removing repetitive work, improving information flow, and getting more from the systems firms already own.
Making recurring compliance work easier to run.
AI-enabled internal reporting, regulatory research, compliance-calendar preparation, AML and political-contribution research, and practical LLM adoption.
Read the case study