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AI strategy for financial firms. Go-to-market for the founders who build for them.
We advise leading hedge funds, private equity firms, banks, and family offices on AI training, strategy, and implementation, grounded in workflows we've run ourselves. And we help fintech and AI founders build the go-to-market motion that sells into those firms.
Built on the same experience.
Financial firms bring us in to make AI work inside real workflows. Founders bring us in to sell into those same firms.
AI training, strategy & implementation
A practical operating model for turning AI experimentation into repeatable, firm-wide capability.
Strategy, product & go-to-market
For Seed through Series B+ fintech and AI founders turning early traction into a repeatable revenue motion.
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The rare combination of real financial experience and practical execution.
Proof from the operator's seat.
Every process we recommend is one we've built and run ourselves.
years as an institutional investor
years implementing AI inside financial firms
institutional clients
raised, from pre-revenue through post Series B
“What used to take our analysts a week now takes an hour.”
“The highest-return investment I've made in the past year. It leveled up my entire team.”
Start with a 30-minute conversation.
Tell us where AI or growth is stuck. We'll tell you where we'd start.