The senior layer does judgement. Agents do the rest.
Deal screening, IC memos, portfolio reporting, meeting prep. Four hours a day on work that doesn't need a senior person typing. We install the agents that take it on, on your data, governed by Swiss or EU jurisdiction.
What comes off the desk
- 01
Factsheet production from scattered sources.
Custodian and manager numbers reconciled, formatted, discrepancies flagged. Your analyst signs off, doesn't compile.
- 02
Investment memos against your own thinking.
Deal memos drawn from your own IC history. The first 80% from your data; your team adds the judgement.
- 03
Meeting preparation, for the right people.
One consolidated brief per client meeting, generated as it hits the calendar. You walk in briefed.