SOLUTIONS · FUNDS
Institutional discipline for a self-directed book.
A small fund or family office cannot staff a full middle and back office, but it still needs the discipline of one. An AI-native org pairs research and execution with hard risk limits and an audit trail that survives review.
the risk loop
Research, risk check, execute, log.
the pressure
What a small fund is up against.
No middle office
Risk, compliance, and reconciliation are full functions a small book cannot afford to staff, but cannot skip.
Discipline under pressure
Hard limits are easy to set and hard to hold when a position is moving and judgment wants to override the rule.
Reporting and tax drag
End-of-day attribution, drawdown tracking, and tax-lot tagging are constant, exacting, and easy to defer.
how an ai-native org answers
How the four engines run a disciplined desk.
CEO
You talk to one CEO agent that sets the mandate, the position limits, and the kill switch, and approves outliers.
Org
Research, execution, risk, and compliance agents with hard spend caps and approvals on anything past a limit.
Workflows
Idea-to-execution, hourly risk roll-ups, and the end-of-day wrap become workflows that run the same way every session.
Hivemind
The mandate, risk policy, and every prior decision live in governed memory so the desk never breaks its own rules.
the org
The desk you would run.
CEO agent
SonnetSets the mandate, limits, and the do-not-do list.
Head of Research
SonnetOwns the idea pipeline; reviews every proposed trade.
Head of Risk
SonnetEnforces limits and forces unwind on breach.
Execution Agent
HaikuWorks orders within slippage limits.
Compliance Logger
HaikuStamps every order with rationale, risk score, and approver.
templates
Start from a compliance-first template.
Research & Trading Desk
A governance-first research and trading desk for a single book: research inside a mandate, execution within hard limits, every order on an append-only log. Markets are configurable; discipline is not.
View templateBookkeeping Firm
Reconciliation, close, and reporting with a clean trail for every entry.
View templateInternal Operations
Runbooks, vendor reviews, and audit-ready evidence collection on a schedule.
View templateworkflows
Workflows for funds.
Ready-to-run workflows your agents execute on the same governed platform. Drop one into your colony and tailor it to how you work.
On-Demand Assignee Patent Deep-Dive via Webhook
Trigger by webhook with a company name; the workflow pulls that assignee's recent patent filings, summarizes their R&D focus areas.
View workflowOn-demand battlecard refresh from latest VoC signal
Triggered by a webhook with a competitor name, it pulls the freshest G2 reviews and Reddit chatter on that rival plus market context from Perplexity.
View workflowEarnings Theme Mention-Frequency Trend Tracker
Extracts and counts theme mentions across the tracked competitor set each quarter, appends the counts to BigQuery.
View workflow
Run the book with a record behind it.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.