IC Memo Generator
Evaluate any investment. Ship the IC-ready memo.
Family offices · Allocators
See the deep dive →Bespoke AI + software · for the financial industry
We build the software your fund actually needs.
A bespoke AI + software studio for the financial industry. Strategic consulting, AI automation, full builds. Scoped, quoted and shipped.
Tracked positions
24
▲ 3 this week
Memos generated
7
last 7 days
AI conviction (avg)
8.2
▲ 0.4
Open decisions
3
awaiting IC
AssetLast30d trendAI thesisMemo
Apple IncAAPL · Equity · NASDAQ$174.20▲ 2.1% MoMBUYGenerated
S&P 500 ETFSPY · ETF · NYSE$478.50▲ 1.4% MoMHOLDGenerated
BitcoinBTC · Crypto · Spot$68,420▲ 12.5% MoMWATCHDraft
Helios AISeries A · Private · $48M postNew deal$8.00— pre-closeNEWPending
!
Helios AI · Series A · memo requested
Cap table + 12mo financials ingested. AI thesis drafted. Risk flagged: customer concentration (top 3 = 64% revenue). Open memo →
What we've builtP-01Live · in production P-02Live · in production P-03Live · in production P-04In active build P-05In active build
Production software, in finance.
Each of these started as a bespoke engagement. Several are now reusable platforms we deploy and customise.
Deal Flow Console
A single pipeline view across every deal in motion.
PE · VC · Growth equity
Portfolio Risk Monitor
Real-time exposure, attribution and limits. Your stack, your book.
Hedge funds
LP Reporting Suite
Quarterly letters and capital accounts, generated.
Fund managers · Fund admin
Research Copilot
Your analyst team, paired with an AI that reads everything.
Hedge funds · Sell-side · Research desks
How we engage01 02 03
Three ways to work together.
Consult
Strategic consulting: AI strategy, tooling review, build-vs-buy. Written recommendation, 2–4 weeks.
Automate
A discrete workflow rebuilt around AI. Production-ready in your stack, 4–8 weeks, fixed quote.
Build
Full bespoke software around your workflow. Phased delivery, weekly demos, you own the code.
Bring the workflow. We'll bring the software.
A 45-minute consult with a working session attached. Either we're a fit, or we'll tell you who is.
Book a consult