Services

Deep advisory and hands-on product builds for finance workflows

Capital Advisory

→Portfolio strategy & operational advisory for family offices and private funds

→Cross-asset modeling for liquid and illiquid portfolios

→Fund-raising workflow optimisation and capital-stack automation

→Family office and fund operations streamlining

→Portfolio structuring, analytics, and long-term allocation frameworks

→Performance workflows and cross-asset reporting

Technology & Automation

→Python-based automation (Pandas, FastAPI, ArcticDB, LangChain)

→Database design and synchronization for financial data

→OCR + LLM extraction for fund documents, K-1s, capital calls, and distributions

→ETL pipelines and data normalization

→Excel automation, advanced formulas, and dynamic dashboards

→Financial data standardization and model automation

Product Engineering

→Full-stack front-end builds (Next.js, React, Tailwind, Supabase)

→End-to-end product builds: data ingestion → storage → UX → deployment

→iOS and web apps for analytics, tasking, and visualization

→Hardware integration for extended finance interfaces

→API architecture and Dockerized deployments

→Fractional CTO / product-engineering leadership

Technical Capabilities

Python

Pandas

FastAPI

ArcticDB

LangChain

Next.js

React

TypeScript

Supabase

PostgreSQL

Docker

iOS

Swift

OCR

LLM Integration

API Design

ETL Pipelines

Data Normalization

Financial Modeling

Backtesting Systems

Stripe

Multi-tenant Architecture

Chart.js

GSAP

Asset Classes Covered

Public Equities

Fixed Income

Real Estate

Venture Capital

Private Equity

Secondaries

Hedge Funds

Commodities

Currencies

Esoteric Alternatives

Who We Work With

Family Offices

Complex private-asset workflows and multiple team layers requiring operational efficiency and reduced manual redundancy.

Private Funds

Emerging and established managers raising capital and scaling operations, compliance, reporting, and modeling systems.

Founders & Builders

Tech-led founders and small teams needing finance-ready architecture built fast, or a bridge from prototype to product.