Marginal cost
- Legacy fund ops
- Headcount scales linearly
- Typical AI add-ons
- Another seat fee
- AIDGE
- Mostly compute once it runs
Institutional investing, run by AI. On a book you own.
You connect a broker and set a strategy. A hierarchy of AI agents runs the research, allocation, and execution, the way a fund used to need a full floor of analysts and a CIO to do. Your book stays yours. Every decision replays from scan to fill, with the evidence behind it.
02The pipeline
From scan to fill. Agents do every step.
The same steps a fund used to run by committee. The work of a full analyst floor, running as software, on your book. Agents run them in order, around the clock, and log every handoff. Any trade can be replayed later, scan to fill.
01 / SCANNews & macro
Market scan
News and macro agents watch the wires around the clock. They flag what is worth a real look and route it to the right sector pod.
INPUT · Filings, feeds, macro
02 / ANALYZEPod analysts
Parallel analysis
Fundamental, technical, and news agents work the same name in parallel. They pull data, challenge each other, and converge on a thesis.
LENSES · Fundamental · technical · news
03 / PITCHSector PM agent
Trade pitch
The sector PM aggregates the three lenses into a single pitch. Thesis, sizing ask, catalysts, risks. Same artifact a human PM would put on the table.
OUTPUT · Thesis, sizing, catalysts
04 / ALLOCATECIO agent
Capital allocation
The CIO ranks pitches across pods, sizes each position against the mandate, and balances risk across the book.
BOOK · Sizing · risk caps
05 / CLEARCompliance agent
Compliance clearance
Compliance gates every order against your mandate, restricted lists, and limits. Anything that fails never leaves the system.
GATE · Pre-trade
06 / EXECUTEExecution agent
Live order
The execution agent routes the order to the broker, watches the fill, and logs it end to end. No desk to staff. You supervise and the agents execute.
VENUE · Broker-connected
Example pathNVDA→tech.analyst→tech.pm→cio→compliance→routed
03Comparison
Co-pilots speed up your team. Our agents replace it.
Most “AI for finance” stops at the research desk. That still leaves you hiring analysts, PMs, and traders to get from idea to fill. You stay on top. The agents do the work.
Three approaches, row by row
Research
- Legacy fund ops
- Big team, big burn, slow coverage
- Typical AI add-ons
- Same analysts, faster memos
- AIDGE
- Agent analysts cover every sector, around the clock
Portfolio mgmt
- Legacy fund ops
- Senior PMs, by hand
- Typical AI add-ons
- Humans still own the pitch
- AIDGE
- Sector PM agents pitch. The CIO agent sizes.
Risk & compliance
- Legacy fund ops
- Outsourced or another desk
- Typical AI add-ons
- Usually out of scope
- AIDGE
- Agents in the path, not beside it
Execution
- Legacy fund ops
- Traders, EMS, phone trees
- Typical AI add-ons
- Usually out of scope
- AIDGE
- No desk to staff. You supervise and the agents execute.
Auditability
- Legacy fund ops
- Logs scattered across tools
- Typical AI add-ons
- Per-tool history
- AIDGE
- One log from scan to fill
Legacy fund ops
Typical AI add-ons
AIDGE
Marginal cost
Headcount scales linearly
Another seat fee
Mostly compute once it runs
Research
Big team, big burn, slow coverage
Same analysts, faster memos
Agent analysts cover every sector, around the clock
Portfolio mgmt
Senior PMs, by hand
Humans still own the pitch
Sector PM agents pitch. The CIO agent sizes.
Risk & compliance
Outsourced or another desk
Usually out of scope
Agents in the path, not beside it
Execution
Traders, EMS, phone trees
Usually out of scope
No desk to staff. You supervise and the agents execute.
Auditability
Logs scattered across tools
Per-tool history
One log from scan to fill
04FAQ
Frequently asked questions.
Pilots · 2026
Connect your broker. Set your strategy. The AI runs the fund.
We are moving to live trading with a first group of family offices and investors this year. If you want institutional-grade investing without hiring the floor that used to require it, reach out.