Finance & private investments

Operational leverage for institutions that cannot afford to get AI wrong

SQRT AI maps where AI creates real leverage across your front-to-back workflow, then builds and runs the systems — inside your own environment, to the standards your regulator, your auditors, and your investors expect.

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Diagnostic before build
Deployed in your tenancy
Governed for audit and review

Where the work sits

The engagement structure is the same across the firm types we serve. What differs is the first workflow — and that is what the diagnostic is for.

Broker firms

Teaser automation
Outreach campaign management
Follow-up management
Agent-driven CRM management

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Multi-family offices

Deal workflow management, end to end
Pipeline and stage tracking
Opportunity screening and triage
Diligence document handling

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Private equity & private funds

Fund admin automation
LP reporting
Capital calls
VDR setup and management

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Trading businesses

Intelligence data solutions
Data dashboards and desk readouts
End-to-end process automation
Proprietary data solutions

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Engagements

How we work with institutions

Every engagement begins with a diagnostic. We do not build before we can show you where the leverage is.

Start here

Operating Diagnostic

US$25,000fixed fee / 3–4 weeks

Map where AI creates real leverage across your front-to-back workflow. You keep the assessment and the roadmap whether or not we build anything.

Front-to-back workflow mapping
Data residency and confidentiality risk assessment
Prioritised roadmap ranked by effort against return
Model and deployment architecture recommendation
Written assessment and partner readout

Deployment

No system access required — conducted under NDA on documentation and interviews.

Best for

Firms that know there is leverage in AI but not yet where it sits

Deployment Mandate

From US$75,000per mandate / 8–16 weeks

One production system against a named workflow — built, integrated, and deployed inside your own environment with the controls your compliance function needs.

One production system against a named workflow
Integration with existing systems — OMS, CRM, custodian, data room
Human approval gates and a complete audit trail
Acceptance testing against agreed success metrics
Handover documentation and team training

Deployment

Your cloud tenancy or on-premise. Your data never trains a third-party model.

Best for

Firms with a known bottleneck, ready to put a system into production

Operating Partnership

On applicationannual retainer

AI treated as operating infrastructure rather than a project — multiple workflows under continuous development, with a service level and governance attached.

Multiple workflows under continuous development
Defined service level and response commitment
Model governance, change control, and version history
Quarterly partner review and roadmap reset
Documentation to support regulatory and audit enquiry
Priority access to new capability

Deployment

Ongoing governance — every model change logged, reviewed, and reportable to your regulator or your LPs.

Best for

Firms running AI as standing infrastructure across more than one desk

Firm-Wide Programme

On applicationbespoke

Cross-functional mapping and multi-entity architecture for groups operating across several licences, jurisdictions, or portfolio companies.

Best for

Multi-entity groups, larger brokers, and platforms operating across jurisdictions

Cross-functional and multi-entity process mapping
Group-level automation architecture and sequencing
Board and investment-committee readouts
Portfolio company or subsidiary rollout
Executive KPI tracking against the original thesis

Deployment

Architected per entity and jurisdiction, with a single governance model across the group.

US$25,000 · fixed fee / 3–4 weeks

Enquire — Operating Diagnostic

Map where AI creates real leverage across your front-to-back workflow. You keep the assessment and the roadmap whether or not we build anything.

Start with the diagnostic

A 30-minute call to establish whether there is enough operational leverage in your workflow to justify a diagnostic. If there is not, we will tell you.

Book a call