From investment process to working system.
A tailored engagement begins with the work your fund already does. We define where models and agents fit, how they are tested and what your team receives.
A clear path from requirements to delivery.
Understand the fund
Map the workflow, questions, responsible teams, inputs, review standards and intended outcome.
Architect the system
Specify the models, agents, data boundaries, permissions, escalation and evaluation criteria.
Build and validate
Develop against representative cases; assess accuracy, exceptions, traceability and investor review.
Deploy and hand over
Agree on where the system operates, which deliverables transfer and what ongoing support is required.
First we ask what the system must get right.
Which sources can it trust? What does a useful output look like? Which decisions need an investor? Which edge cases would break the workflow? The answers determine whether a model or agent is worth building.
Build criteria, not just a feature brief.
An engagement should define representative test cases, expected outputs, evidence requirements, security and data access boundaries, acceptance criteria and handover terms.
Models assist. Investors decide.
Investment judgments, approval of sensitive outputs and final client communications remain with the authorized team. Human oversight should be explicit in the design, not added after launch.
- SourcePermitted inputs
- ProcessBounded agent work
- VerifyTraceable evidence
- ApproveInvestor in control
Every phase should leave something concrete.
A useful working relationship makes decisions explicit at each stage. These are examples of artifacts to define in a statement of work, not a blanket guarantee of scope.
| Phase | Discussion | Potential artifact | Decision gate |
|---|---|---|---|
| Discover | Map workflow + stakeholders | Workflow brief | Agree the problem |
| Design | Define components + boundaries | Solution architecture | Approve scope |
| Develop | Evaluate with representative cases | Test results + exception log | Accept / revise |
| Deliver | Document operation + rights | Handover and deployment pack | Sign off delivery |
Test the edge cases, not only the ideal prompt.
Before deployment, agree on what a correct answer means, what happens when sources conflict, when the agent must decline or escalate, and what the investor is expected to verify.
Source traceability and permission boundaries
01Representative positive, negative and exception cases
02Human approval and escalation rules
03Performance acceptance criteria and change management
04
Start with a real investment workflow.
We’ll map what happens today, identify the expensive or repetitive work, and assess whether a purpose-built system makes sense.