Compliance + Cyber + AI deal flow.
Built for hedge funds, family offices, and wealth advisors who relocated to Florida and need infrastructure that holds up to SEC, OFAC, and fiduciary scrutiny.
Compliance is manual. Cyber is exposed.
Compliance work is manual, slow, audit-prone. KYC + OFAC + fiduciary deadlines in a spreadsheet.
Deal pipeline tracking lives in someone's head + a spreadsheet + scattered emails.
Cyber posture isn't audit-ready. Family offices are increasingly targeted by SIM-swaps, custodian phishing.
Investor reporting eats associate hours. Quarterly LP packets take 2 weeks to produce.
Onboarding LPs / clients is bespoke each time. Sub docs + accreditation + welcome flow re-built per investor.
Six builds for funds + family offices.
Fixed-scope. Setup + monthly retainer. Cyber audit one-time. CEH-led security throughout.
Compliance & Audit Tracker
SEC filings, KYC renewal, OFAC checks, fiduciary deadlines. Weekly + monthly digests. Audit-ready logs.
Deal Pipeline Suite
Sourcing → diligence → close → portfolio mgmt in one. Replaces 4 spreadsheets and a CRM no one updates.
Investor Reporting Pack
Auto-generated quarterly LP reports. Performance dashboards. Capital call + distribution notices. PDF + portal.
LP/Client Onboarding
KYC + accreditation + subscription docs + deposit + welcome. From first contact to capital received in 5 days.
Family Office Cyber Audit
Custodian access, family member device security, SIM-swap protection, vendor access review. CEH-led OWASP review.
Finance AI Research Concierge
Internal research bot trained on memos, deal docs, market intel. Search the firm's brain in seconds. Audit logs every query.
Custom build for your firm?
30-min discovery call. NDA available. Tell me about the firm + the bottleneck. Stripe invoice within 24 hours of scope agreement.
Book a discovery call