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.
- 01
Factsheet production from scattered sources.
Custodian statements, manager letters, performance reports. The agent reconciles the numbers, renders the factsheet in the house style, flags discrepancies before they reach the client. Your analyst signs off, doesn't compile.
- 02
Investment memos against your own thinking.
Deal-level memos drawn against the firm's own history — comparable transactions, prior IC decisions, the partners' written rationale. The first 80% drafted from your data. Your team adds the judgement.
- 03
Meeting preparation, for the right people.
Before each client meeting the agent assembles one consolidated brief: portfolio state, recent decisions, family context, open items. Generated as the meeting hits the calendar. The wealth manager walks in already briefed.