AI solutions and managed services for alternative asset operations

Engineered by practitioners who've lived the complexity of the middle and back office - for teams that need impact, not theory

Practical solutions for complex operations

Whether the challenge is extracting unstructured data, automating control functions, deploying AI agents, or scaling an operations function, we start with the problem in front of you. Our technology overlays your existing systems. Our people integrate with your existing teams. No platform overhauls. No multi-year transformation roadmaps

Products

AI-powered tools for data extraction, validation, and operational intelligence. Designed to work with your current infrastructure.

Services

Experienced fund operations, accounting and technology professionals executing across the full fund lifecycle. Embedded in your delivery framework as an extension of your team.

The impact of operations that work

Faster cycle times

Data & documents processed, control checks completed, and reports delivered without the manual bottlenecks.

Fewer errors, less rework

Automated validation and controls catch discrepancies before they become problems, strengthening your oversight.

Scalability without proportional headcount

Grow AUM, add funds, and increase reporting frequency without linear cost increases.

Data that's ready for what's next

Clean, structured, validated information prepared for advanced analytics, AI integration, and whatever the next wave of innovation requires.

Insight that drives decisions

Move beyond operational efficiency into genuine intelligence. Surface patterns, identify anomalies, and uncover value that manual processes would miss.

Software designed for operational reality

Frame

AI-powered data extraction

Transforms unstructured documents such as legal agreements, deal documents or transaction notices into structured, usable data.

Validus

Your operational copilot

Automates review, validation, and control processes with configurable workflows and rules that encode your team’s expertise.

Kube

Data infrastructure

Provides the historical depth and persistence required for pattern recognition, predictive analysis, and continuous operational learning.

Expertise that embeds, not just executes

Operational Intelligence & Scale

Managed services teams for fund operations and accounting functions. Structured to operate as part of your organization.

Data & Digital Services

Your custom AI technology build and data management partner. The right resources applied to your specific requirements.

Decades of operational experience, applied to what's next.

Our team has built and scaled operations for some of the largest alternative asset managers and service providers in the world. We've managed the full spectrum of operational complexity, from data infrastructure and reporting to investor services and fund operations. That experience now shapes every product we build and every managed services engagement we deliver.

50+

Years Combined Experience

$1T+

AUM Supported

100+

Funds Managed

24/7

Global Operations

Start with a single problem. We prove the value from there.

Most client relationships begin with one specific challenge. We solve it, demonstrate results, and expand from there.
Shopping Basket