Custom AI Build
Custom AI solutions built to your specifications with zero-retention architecture. Fixed scope, fixed price, with MVP delivery in 6-8 weeks. Your data never trains public models.
Eight AI Solutions for Investment Firms
Each solution is built as a Custom Build engagement: fixed scope, fixed price, zero-retention architecture. Choose from our proven solution designs or request something entirely bespoke.
Market & Deal Radar
AI-powered deal sourcing and market intelligence.
AI Deal Screener
Automated CIM analysis and deal scoring.
Deal Execution Copilot
AI-powered due diligence and IC memo automation.
Portfolio Nerve Center
Unified portfolio monitoring across all asset classes.
Board Intelligence Autopilot
Automated board pack generation and KPI tracking.
Public Markets Engine
SEC filing analysis and earnings call intelligence.
Thematic Research Autopilot
AI-driven sector and thematic research synthesis.
Investor Reporting Engine
Automated LP reporting and fund communications.
Four Phases to Production
Discovery
Requirements definition, stakeholder interviews, and technical architecture design. We define the exact scope, deliverables, and success criteria before a line of code is written.
Architecture
System design, data pipeline architecture, and security framework. Zero-retention architecture is designed from the ground up, not bolted on after the fact.
Build
Iterative development with weekly stakeholder demos. You see working software every week, not just status reports. Adjustments are made in real-time based on your feedback.
Deploy
Production deployment, team training, and knowledge transfer. Full security documentation, integration testing, and IP ownership transfer. You own everything we build.
Built for Fiduciary Environments
Every Custom Build is architected with investment-grade security. Your proprietary data, deal flow, and competitive intelligence never leave your control.
Zero-Retention Architecture
Your data never trains public models. All processing occurs within your infrastructure with complete audit trails and access controls.
Enterprise Integration
Seamless connection to your existing enterprise systems, CRM, data warehouse, and compliance infrastructure. No rip-and-replace required.
Full IP Ownership
Everything we build is yours. Complete source code, documentation, and intellectual property transfer upon deployment.
Compliance Documentation
SOC 2 compliant architecture with comprehensive security documentation, data flow diagrams, and risk assessments for your compliance team.
Ready to Build?
Most Custom Builds start with a Discovery Sprint. Book a 30-minute call to discuss your requirements and get a fixed-price proposal.
Schedule Your CallRelated Services
Discovery Sprint
$30K fixed-fee assessment that maps AI opportunities. Sprint fee credits toward any Custom Build.
Ongoing Retainer
A retained AI partnership for continuous development of new capabilities, strategic advisory, and priority build access.
All Services
Compare all four engagement models and find the right starting point for your AI journey.