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Three engineers watching a jet engine run inside a concrete test cell

Selected work 32 projects · 8 collections

Software
we’ve built.

Investment intelligence

4 projects

A portfolio study connecting entities, ownership, and consolidated exposure. Illustrated system · sample content

Portfolio intelligence

A consolidated view of a family office

Client Profile
Single-family investment offices
Mandate
Unify investment holdings, ownership structures, and research across entities.
Outcome
A private portfolio platform with consolidated exposure, entity-level views, external market data, and an AI workspace governed by each user’s access.
Positions, planning, and CRM notes in one advisor workspace. Onboarding fell from thirty minutes to under ten. Illustrated system · sample content

Advisor technology

An integrated wealth advisory platform

Client Profile
Independent wealth-management firms
Mandate
Bring investment positions, financial planning, and client management into one advisor workflow.
Outcome
An advisor platform with custodial data and tax, retirement, and estate planning. Advisor onboarding fell from 30 minutes to under 10.
A broker inbox tray feeding an evidence docket. Each message becomes a row, a buy-box check records the fit or the miss, and anything unusual waits for a person. Illustrated system · sample content

Acquisition intelligence

Agent-assisted acquisition screening

Client Profile
Commercial real-estate investors
Mandate
Screen incoming acquisition opportunities against investment criteria.
Outcome
A deal pipeline that converts broker emails into structured evaluations, retrieves offering materials, and routes exceptions for review.
RSS and Reddit sources collected into a structured technology research brief for Slack and Jira. Illustrated system · sample content

Investment research

Continuous technology intelligence

Client Profile
Private-equity portfolio teams
Mandate
Identify emerging technology relevant to portfolio companies without repeated manual research.
Outcome
Automated monitoring of technology releases and discussions, producing structured research briefs within Slack and Jira.

Illustrations use sample content. Client projects are anonymized.

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