Custom software for advisory & investment firms
Custom software for firms that move fast.
Built by people who've shipped systems at
The problem
AI is changing everything.Your firm is still running on spreadsheets.
Every week there's a new AI model, a new coding tool, a new framework. Your competitors are using them to automate deal sourcing, generate reports in seconds, and build custom tools that give them an edge.
But your team doesn't have time to evaluate all of this. Your analysts are doing deals. Your partners are managing clients. Your tech team — if you have one — is keeping the lights on. Nobody's job is to figure out how to turn AI into a competitive advantage.
And the firms that try to “vibe code” their own tools end up with security holes, abandoned prototypes, and code nobody can maintain. AI made building easy. It didn't make building well easy.
You need someone who lives and breathes this every day — who knows what works, what doesn't, and how to build software that actually lasts. That's us.
of executives say gen AI will transform their industry
Accenture
have actually deployed a single AI use case
Accenture
global AI market in 2025 — projected to hit $1.2T by 2030
Statista
“Companies are struggling to drive a return on AI. Successful adoption begins with a targeted approach, and proceeds with careful orchestration and scaling.”
Steven Rosenbush · April 2025
While you're reading this
Your competitors are
building custom tools.Right now.
The fund down the street just automated their deal sourcing. The consultancy that keeps winning your pitches built a custom client portal last month. The accounting firm across town is processing claims 5x faster with AI.
They're not waiting for perfect. They're shipping software that gives them an edge — in speed, in client experience, in operational efficiency. Every week you don't build is a week they pull further ahead.
But here's your reality: your team has day jobs. Your analysts are doing deals. Your partners are managing clients. Your tech team — if you even have one — is at full capacity keeping the lights on. Nobody has time to build custom software. Nobody has time to maintain it. And nobody wants to vibe code something that breaks in three months.
That's exactly why we exist.
global AI market in 2025 — growing to $1.2T by 2030
Statista
of organisations are increasing AI & data investment
Accenture
more revenue growth for data-driven firms vs their peers
Accenture
The window is closing. The firms investing in AI now will define the next decade.
We make sure you're one of them.
Selected work
5 projects
Venture Capital
Live & MaintainedA Boutique Venture Capital Fund
Automated deal sourcing to close
Replaced 8 disconnected platforms with one. Automated sourcing bots track hiring surges, GitHub activity, and LinkedIn signals. AI scores thousands of startups. Personalised outreach goes out automatically.
3x more qualified deals per quarter. 70% less sourcing admin.
Professional Services
Live & MaintainedA Top 10 US Accounting Firm
AI-powered R&D tax claims
A top US accounting firm processed R&D tax claims by hand. We built an AI engine that enriches transactions, auto-categorises them, validates against legislation, and generates audit-ready evidence.
5x faster processing. Error rate dropped from 12% to under 2%.
Management Consulting
Live & MaintainedA Global Management Consultancy
Client delivery & knowledge platform
Project files scattered across Dropbox, Notion, and email. We built a unified platform: project timelines, document collaboration, knowledge base, and automated client reports.
40% reduction in project admin. Knowledge reuse across 200+ engagements.
Private Equity
In DevelopmentA Mid-Market Private Equity Fund
Portfolio monitoring dashboard
A PE fund tracking 30+ portfolio companies across spreadsheets. Building a centralised dashboard with automated data ingestion, covenant monitoring, and LP-ready reporting.
Currently in development. Launching Q2 2026.
Wealth Management
In DevelopmentAn Independent Wealth Advisory
Client reporting portal
An independent wealth manager sending PDF reports to HNW clients quarterly. Building a real-time portal with multi-custodian aggregation, performance tracking, and advisor messaging.
Currently in development. Launching Q3 2026.
AI made it trivially easy to build software. It didn't make it easy to build software that's secure, maintainable, and production-ready.
That takes people who've actually done it — who've built and shipped inside PwC, KPMG, and AWS. Who've navigated internal security reviews, compliance gates, multi-stakeholder sign-offs, and corporate change control. Who know what it takes to get software approved, deployed, and kept running inside a real enterprise.
That's us. We build custom software for advisory and investment firms — properly — and we maintain it permanently. You message us on Slack when you need changes. We handle the rest.
Applications developed
Years combined enterprise experience
To first prototype
Our team has shipped production systems at Big 4 firms, managed compliance for regulated financial services, led cloud migrations at AWS scale, and built internal tools used by thousands. We know how procurement works, how risk committees think, and what it takes to get a “yes” from an enterprise security team.
Get started
Tell us what you need.
Describe your app idea below. We'll build a working prototype and walk you through it on a call. If you like it, we ship it. If not, no hard feelings.
Or book a time directly
30-minute intro call
We'll discuss what you need, show you relevant examples, and outline what a prototype would look like.
Pick a time that works
30 minutes. We'll come prepared with a prototype concept based on your submission.
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