AI agents for your investment firm
We build and deploy production-grade AI agents that create operating leverage for investment firms. Live in weeks, integrated into the tools your team already uses.
Put your firm's most tedious workflows on autopilot
You shouldn't be paying investment analysts $200k+ a year to parse data rooms, copy-paste cells, and format charts. We deploy agents to offload these tasks so your team can focus on higher leverage work.
Investment Memo
Extracts the data room, runs analysis, and drafts a firm-styled memo in ~30 minutes.
Investment TeamLegal Diligence
Reads the legal data room, flags non-standard terms, and assembles an issues list against your fund's red lines.
LegalPortfolio News Tracker
Monitors portfolio news to keep your team and LPs up to date at all times.
Investor RelationsCompany Tear Sheets & Screeners
Surfaces and ranks inbound and outbound deals against your fund's thesis and extracts key information for easy review.
Investment TeamPre-meeting Briefs
One-page briefs assembled from the CRM, prior notes, news, and the data room before the meeting starts.
Investment TeamSalesPortfolio Data Reconciliation
Reconciles fund metrics across the data warehouse, GP reports, and the CRM until the numbers tie.
Operations
Need something else? We'll scope it. Get in touch.
Three ways to engage
- À la carte
Pick a workflow
Choose one or more agents to implement. We map the workflow, build the harness, and deploy in your environment.
~8 weeks · Fixed scope - Embedded
FDE inside your team
A forward-deployed engineer embedded within your team. We'll drive your internal AI deployment across the board, without the overhead of hiring.
Quarterly · Renews - Lomita OS
Your own agentic platform
Run your agentic workflows on top of our agentic platform: a customized full-stack application wired up with your firm's workflows, your firm's context, and MCP connections. Integrated evals, performance tuning, multi-player functionality, and scheduled tasks.
To scope
Something else in mind? Tell us what you're trying to build.
Friction-free finance agents
Off-the-shelf chatbots hallucinate, format inconsistently, and don't learn from their mistakes. We help you deploy the AI harness that gives the model everything it needs to do the job accurately and reliably.
- 01 · Identify the problem
Find the process worth automating
We start by exploring the workflows across your organization to identify the highest-leverage opportunities. A good workflow is one that is performed regularly and has a consistent set of inputs (triggers) and outputs (actions).
- 02 · Process mapping
Map the workflow as it exists today
We define how the work gets done today: a flow chart mapping out what steps happen in what order, what inputs and outputs are expected, and who is involved. This mapping becomes the SOP we use to build and train the agent.
- 03 · Tribal knowledge
Encode the context that the agent needs
Connect CRMs, data warehouses, and inboxes via MCP. Embed reference docs, gold standards, and style guides. Document the unspoken rules that live in people's heads.
- 04 · Learning loop
Train the agent run over run
We deploy all agents with a continuous learning system that aggregates human feedback, adversarial reviews to prevent hallucinations, and automated evals each run so the agent stops repeating the same mistakes. Your agents go from “new hire” to autopilot.
Secure, by default
Data stays on your machines or in your servers by default to avoid introducing any new attack vectors. We recommend running your agents on zero-retention models so your data stays yours.
On your machines. Zero new attack vectors.Deploy your fund's first agent
Tell us about the workflows eating your team's time. We'll map out a plan for launching a production-grade agent.