Before the build
One to two weeks reviewing your investment processes, documents, models, systems and controls to establish where AI can genuinely remove work, and where it should not.
Book the auditThe workflows we reviewed, ranked by potential value, implementation effort and operational risk.
What each opportunity should become: retrieval, automation, deterministic tooling, integration or custom software.
A practical scope and budget range for each opportunity, so the next step is clear before development begins.
Where identity, permissions, hosting, data residency, networking or regulation constrain the architecture, documented before anything is built.
What to build first, what to defer, and what does not need AI at all.
Capabilities
Most systems combine more than one. The audit determines which capabilities are actually required.
AI grounded in investment documents, historical transactions and portfolio data, with evidence attached to important outputs.
Agents for defined investment work across documents, models, reviews and recurring monitoring.
Software and deterministic tooling for calculations, modelling, scenario analysis and structured review.
Systems designed around the environment already in place, including Microsoft 365, Azure, identity, data and internal tools.
Example workflows
Each handles a defined part of the investment process, keeps important outputs grounded in source material and leaves material decisions with the team.
Reads across transaction documents, surfaces key facts and risks, and ties every finding back to its source.
Extracts and validates financial inputs, runs controlled calculations and feeds structured information into the models your team already uses.
Tracks recurring reporting, recalculates key metrics and surfaces changes that need analyst attention.
We will help determine where AI genuinely adds value, how it should fit into your existing environment, and what is worth building first.
Discuss a workflowFenro