Built for funds Portals · Analytics · AI Agents ASP.NET Core + API-first

Fund operations infrastructure - delivered in weeks...

Investor portals, analytics dashboards, and AI agents that automate reporting, compliance workflows, and research—implemented as a modular framework you can own and extend.

Book a 20-min intro → See real use cases

Portal + data layer Launch a secure investor/ops portal fast.

Automation that sticks Agents tied to your workflows, not demos.

Security-first Audit trails, role-based access, and production-ready patterns.

How engagements work

Clear path from prototype → production

1) Scope

Pick one workflow to win (Proof of Value): investor reporting, compliance checks, research & analytics / risk portal, or internal dashboards.

2) Build

Deliver a production-grade slice: auth, data model, UI, audit logging, and one key integration.

3) Expand

Add modules (agents, risk & analytics packs, APIs) while keeping the platform consistent and maintainable.

What funds ship first

Start with one workflow → prove value → expand modules

Investor reporting & portal

Secure document center, statements, performance dashboards, entitlements, and distribution logs.

Ops & compliance automation

KYC/AML checklists, exception queues, approvals, evidence capture, audit trails, and policy workflows.

Research → production analytics

Unified dashboards for risk, exposure, attribution, and internal “single pane” views for PM/ops.

Document intelligence

Search, extract, summarize, and route fund documents with controls and human-in-the-loop review.

Ownership & deployment

No surprises — clear handover, clear controls

Self-hosted by default

Run on your infrastructure (or yours + managed support). Source + docs included.

Security patterns built in

RBAC/entitlements, audit logs, immutable activity history, least-privilege defaults.

Production-grade engineering

API-first, testable modules, clean data model, and maintainable architecture your team can extend.

FAQ

The questions every COO / Head of Ops asks

Is this SaaS?

Yes & No — No if it’s delivered as a framework & implementation you can self-host and extend on. Yes with MS Azure, and we manage support and platform as a managed serviced model.

How do you start?

We pick one workflow (Proof of Value), ship a production-grade slice, then expand modules.

Can it integrate with our stack?

Absolutely yes, and that is our business model — API layer + connectors for your OMS/EMS/data vendors/internal services. We build one “must-have” integration in the first slice.

What do you own as a client at the end?

We focus on business solutions, in our Azure cloud or yours. Optionality also exists for source code ownership, deployment guides, architecture docs, and operational runbooks — so your team can run and evolve it.

Build the fund stack your team actually owns.

A self-hosted framework for research, risk, reporting, and investor-ready dashboards — delivered with full source, implementation, and documentation so your quants/devs can extend it without vendor lock-in.

Book a 20-min intro →