For Hedge Funds

Multi-agent commentary stack. Pull data, draft in your house tone, route for compliance — all before close.

Hedge funds bleed IR + PM time on monthly commentary writing — most of which is data assembly + first-draft prose. We build multi-agent stacks with proper context engineering, prompt caching, and audit logging that produce commentary in 90 minutes instead of two days.

Run a free audit for your firmBook a 20-min scoping call

What we'd ship for you

Specific tools we build for hedge funds firms.

Not generic AI consulting word salad. Concrete, named deliverables with integration points, ship timelines, and expected impact.

1

Monthly Fund Commentary Drafter (Multi-Agent)

~18-day ship

What it does: Agent 1 pulls portfolio performance + attribution from your OMS/PMS. Agent 2 pulls macro/sector news from Bloomberg/FactSet. Agent 3 drafts commentary in your locked house tone with style guide. IR/PM reviews and ships in 90 minutes.

Why this for you: IR + PMs spend 25-30% of every month on commentary. Cut to under 2 hrs per commentary cycle with the audit trail compliance demands.

Integrations

Bloomberg / FactSet / PitchBook data feedsYour OMS or PMS exportClaude with style-locked system promptWord/PDF delivery

Expected impact: 60-80 hrs/month across IR + PM. At blended $300/hr that's $18-24K/month in recovered productivity.

2

Position Memo Generator (Bull/Bear/KRI)

~14-day ship

What it does: Junior analyst types a ticker. Stack pulls recent earnings, sell-side notes, peer comps, your existing internal coverage, drafts a 1-page memo: bull case, bear case, key risks, what-would-change-my-mind triggers.

Why this for you: Junior analysts spend 4-6 hrs per name on initial memo work — 80% data assembly. Stack reclaims that time so juniors focus on the 20% that matters.

Integrations

FactSet / S&P / BloombergYour internal coverage DBClaude with house valuation framework

Expected impact: Cut per-name memo time 4-6h → 30-45min. Junior covers 3-4x more names/week.

3

LP Q&A Triage + Drafter

~14-day ship

What it does: Incoming LP/allocator emails get classified (capacity, performance, ops/HR, ESG), drafted with your historical responses + portfolio data, queued for IR review with confidence scores. High-confidence drafts auto-send with IR approval.

Why this for you: IR teams answer the same 30 questions 200 different ways. Drafting from your historical responses keeps tone + factual consistency.

Integrations

Gmail / OutlookYour IR knowledge baseClaude with your IR voiceSlack approval flow

Expected impact: Auto-draft 70% of incoming LP questions; cut IR response time from 2 days → 4 hours.

Regulatory frameworks we map to

Every build comes with compliance documentation tied to the frameworks your firm is examined against.

  • SEC Rule 206(4)-7 compliance program
  • Form PF reporting accuracy
  • Model risk for any quant signal use
  • NIST AI RMF for governance
  • GIPS performance reporting integrity

Common tooling we wire into

We integrate with the systems your team already opens every day — not yet-another-dashboard.

  • Bloomberg Terminal / FactSet / S&P CapIQ
  • Eze / Enfusion / Advent (OMS/PMS)
  • Datadog / Snowflake / Modal
  • Box / Datasite for IR doc rooms

How hedge funds firms typically engage

  • Single-workflow pilot for one IR or PM team
  • Multi-team stack across IR + PM + analyst
  • Firm-wide infrastructure with full compliance integration

Every engagement starts with a free AI audit + a 20-minute scoping call. We quote fixed-price after we understand your firm's actual workflows and regulatory environment.

Ready to ship AI in hedge funds?

Start with a free audit — we'll show you exactly what we'd build for your firm with dollar-recovery math and a 14-day timeline. No call required.

Run free auditBook a scoping call