Production system for managing Defensive Growth portfolios, including backtests, optimizations, restriction handling, monitoring, and portfolio review workflows.
Platforms
Systems built to close the gap between analysis and use. Some face clients; most make research and reviews repeatable.
Core platforms
Production systems used to manage portfolios, run backtests and optimizations, monitor restrictions, and answer portfolio questions.
Production system for managing defensive equity portfolios across live portfolios, backtests, optimizations, client restriction lists, and ongoing monitoring.
Live attribution platform that lets portfolio managers and distribution teams ask what drove portfolio results over different periods and get usable answers on the fly.
Distribution intelligence
Systems that prepare consultant, prospect, and client conversations with better targeting, context, and competitive intelligence.
Interactive platform for making quantitative model architecture, signal logic, optimization, and position sizing visible in client and portfolio-management conversations.
Core AI platform connecting structured market data, agentic commentary, competitive analysis, and distribution workflows.
Distribution intelligence map across major consulting firms: consultant profiles, coverage pods, CRM history analysis, and network-graph views of relationship white space.
AI-assisted meeting-preparation system that gathers internal and external intelligence about attendees, competitors, mandates, and relationship history to build more competitive meeting playbooks.
Research infrastructure
Repeatable infrastructure for compliance, manager-universe research, and evidence-backed portfolio work.
Versioned compliance monitoring for values-based client restrictions: opinion files, evidence dossiers, LLM-assisted universe screening, and audit-trail reporting.
YAML-driven auto-research loop over frozen manager-universe data that surfaces marketable manager anomalies as ranked candidates for notes and targeted outreach.