Services
Three engagement phases plus Strategy & Advisory as a standalone product. Quant and Microsoft Track are capabilities that span every phase. Deployed inside your Microsoft Azure tenant. SOW and pricing produced during a paid discovery phase. Operated alongside your team by forward-deployed engineers.
Cloud data warehouse, ETL connectors, CRE ontology, and governance, deployed inside your Microsoft Azure tenant. The layer your Excel models, Power BI dashboards, AI agents, and quant models all run on. Every engagement starts with a paid discovery phase.
AI workflows run every day on your platform. Specialized agents on a shared foundation: OM and rent roll parsing, IC memo drafts, variance reports, capital call automation. Operated alongside your team by forward-deployed engineers.
Forward-deployed engineers ship new workflows, agents, and integrations every quarter. Department by department, deal by deal, your firm becomes AI-native. Same team, more leverage every cycle.
Not sure where to start?
Start wherever the need is sharpest.
“We need to modernize but don't know the first move”
Start with Strategy & Advisory“Leadership wants an AI strategy but no one owns it”
Start with Strategy & Advisory“Portfolio data lives in 5 different systems”
Build“Reporting takes days and nobody trusts the numbers”
Build“Analysts spend more time on data entry than analysis”
Build · AI workflows“Deal flow is up but the team can't keep pace”
Operate · agent workflows“We're using AI but can't explain its outputs to our IC”
Strategy & Advisory · AI governance“We want AI automation but don't have the team to run it”
Operate · managed services“Pipeline ranking and market scoring is manual and time-intensive”
Quant · pipeline scoring“We want a quant overlay on our data but not a black box”
Quant · cited, deterministicWalk us through your stack. We confirm fit on a consultation call. A paid discovery phase produces your SOW and pricing before any build begins.