Services
Two services. One outcome: your team stops doing by hand what software should do.
We don't sell a menu. We find the manual work that's costing your firm time and accuracy — then we remove it. Start with an audit; build from there.
Book a CallDigital Ecosystem Audit
Know exactly what to automate — before you spend a penny building it.
A short, fixed-fee engagement where we map your firm's digital ecosystem: the tools, workflows and data your team touches every day. We find where time, accuracy and money are leaking, and hand you a clear, prioritised roadmap. A plan, not a sales pitch.
Consultation fee · credited to your build if you proceed.
What we review
- —Your core workflows end-to-end — modelling, underwriting, onboarding, reporting
- —The tools and systems in use, and how data moves between them
- —The manual, repeated and copy-paste tasks that should be automated
- —Risk points: rekeying, version control, single points of failure
What you get
- —A prioritised automation roadmap, ranked by impact and effort
- —A clear view of what to build first — and the time it gives back
- —A fixed scope for the build, if you choose to proceed
How it works
Consultation fee. Delivered in days, not weeks. The fee is credited against your build if you go ahead.
Who it's for
Firms that know their processes are heavier than they should be, and want an evidence-based plan before committing to a build.
Internal AI & Automation
The manual grind, removed by a team that has done the work, not just written the code.
We build the internal AI and automation that takes the repetitive work off your team: the modelling, rekeying, data handling and document production that quietly costs your firm days every month. Scoped from your audit and built to finance-grade standards.
What we build
- Modelling automation — automate modeling and transaction tracking without rebuilding spreadsheets by hand
- Data pipelines & integrations — move data between systems automatically, with no copy-paste or pdf manual reviewing
- Document generation & Review — proposals, reports, IC papers and packs produced straight from your data
- Internal tools & Apps — one place for your team to work, with visibility, control and communication
- AI workflows — applied where they add accuracy and speed, not novelty
Delivery Details
How it works
- — Scoped precisely after the Audit — no vague retainers, no scope creep
- — Delivered in defined milestones
- — Optional ongoing support and development once live
Why us
Our team came out of private credit, KPMG and AI engineering. We understand the model and the machine — and the compliance and confidentiality that finance work demands.
Who it's for
Finance, investment and real estate firms carrying manual internal processes that should take minutes, not days.
Not sure which you need?
Start with a call. We'll tell you straight whether an Audit is the right first step — or whether you already know enough to scope a build.
Book a Call