Architectural Design

Intelligence requires
Structure.

We don't just build chatbots. We engineer proprietary data architectures that turn your firm's scattered documents into a compounding strategic asset.

The Agent Experience

Before we explain the "how," here is the "what". These are the tangible capabilities unlocked when we organize your chaotic data.

Instant Due Diligence

Query 10 years of historical deal flow, CIMs, and term sheets in seconds. Stop losing institutional knowledge.

Automated Reporting

Generate LP updates, financial narratives, and board decks automatically from raw siloed data streams.

Semantic Search

Find answers, not just keywords. Our AI understands the context of your legal and financial queries.

Proprietary Research

Synthesize newly dropped 10-Ks, private transcripts, and industry reports against your firm's historical investments.

ONTOLOGY ENGINE
MCP Protocol
Cursor / Claude Desktop
Secure API
Enterprise LLM Pipelines
Custom Chat App
Internal Web Interface
Layer 01

The Intelligence Interface

Once your data is ingested and mapped, you need to access it where your team actually works. We don't force you into a proprietary wrapper if you don't want it.

1

Model Context Protocol (MCP)

Connect your firm's Knowledge Vault directly to Cursor or Claude Desktop. Let your engineers and analysts query historical data right inside their IDEs.

2

Custom Internal Dashboards

We build fully custom, branded chat interfaces and analytical dashboards tailored specifically to your associates' workflows.

3

Cloud AI API Bridges

Securely expose your Knowledge Graph via high-performance APIs for integration with enterprise OpenAI, Anthropic, or open-source infrastructure.

deal_id
revenue_q3
ebitda
irr_target
cap_table
hold_period
moic
board_seats
founder_eq
term_dt
Layer 02

The Ontology Layer

If the vault holds the data, the Ontology Layer maps the relationships. We map your specific business reality into a proprietary Knowledge Graph.

  • 1

    Entity Resolution

    Understanding that "Q3 Revenue", "Third Quarter Topline", and "$4M" relate to the same metric.

  • 2

    Knowledge Base Graphs

    Connecting founders, term sheets, cap tables, and board decks implicitly.

  • 3

    Logic Extraction

    Encoding GAAP compliance rules or firm thesis directy into the query engine.

Layer 03

The Knowledge Vault

We construct a highly secure, centralized nervous system for your firm. We ingest every siloed PDF, pitch deck, Excel model, and CRM note, converting raw text into mathematically searchable embeddings.

  • Data Lake Integration

    Secure connection to internal storage.

  • Vector Databases

    High-speed mathematical semantic search.

  • Multi-modal Parsing

    Extraction from tables, charts, and unstructured PDFs.

PDF Reports
Bloomberg
Excel
CRM
Cap Table
VDR
S-1
10-K
Call Transcript
Email
Slack
Notes
Secured

Ready to architect your intelligence?

Our engineering team builds proprietary AI systems for the world's leading financial institutions.