Agentic AI for private markets — built by someone who's run the operations.
The right solution for your situation — vendor, extend, or build. Assessed honestly, with 21 years of private markets and banking depth. Rigorous analysis of one vendor proposal saved over $500K at a leading PE firm.
Wire operations ran on fax and bank portals. A vendor came with a proposal — we evaluated it rigorously and declined. The analysis showed the firm already owned the right rails. Purpose-built automation on existing infrastructure achieved 99%+ STP, absorbed ~18x volume growth without headcount, and saved over $500K in vendor spend.
Read the case study →Moneta
Next.js 14 · Hono · SQLite · TanStack QueryLocal-only personal finance platform tracking six brokerages with TWR/MWR/Sharpe.
FlowDeck
Rust · flowengine · JSON filter DSLReplaced a paid options-flow SaaS with ~800 lines of purpose-built Rust.
SanthoshIAS
Rust · priority-chain DataResolverFinancial data gateway routing across six market-data providers.
APEX / AlphaEdge
Bayesian expectancy · state machinesOptions analytics platform with market-character classification, v11.
Practitioner notes on fund technology and agentic AI — first pieces publishing soon.
About the writing →