Private Markets & Investment Firms
The portfolio as one governed graph.
Funds, properties, accounts, and loans tracked across spreadsheets and portals nobody fully trusts. We model the portfolio as one graph so every number ties back to its source.
Funds, properties, accounts, and loans as one governed graph, where every number ties back to its source statement.
A portfolio graph with source-linked numbers
Funds, properties, accounts, and loans modeled as one ontology. Every number traceable to its statement.
Draw and covenant workflows
Approvals, reconciliations, and covenant flags as governed actions on the graph, not email threads.
Document extraction at portfolio scale
Statements, loan docs, and K-1s parsed into structured data with review queues for the exceptions.
Funds, Properties, Accounts, Loans. Modeled as one.
We name the real objects your business operates on, how they connect, and what a person or an agent can actually do to them. That model is the map every decision ties back to.
Data & Platform Engineering
End-to-end builds in your cloud. Data pipelines, standardized transforms, governed datasets, and the ops UI that teams actually run.
Ontology Design & Modeling
We design the object model, the parts, orders, patients, and signatures, that becomes the operational graph your teams work from.
AI & Agent Workflows
AI grounded in your ontology. Agents governed by your business rules, with human-in-the-loop where it matters.
Finance Ops Agents
Reconciliation, invoice validation, close workflows. Agents that do the month-end grind, with every recommendation auditable end to end.
Capabilities
- Invoice validation
- Reconciliation across entities
- Close workflow automation
- Exception routing
Shipped, running, and measured.
AI-Powered Financial Operations
Hospital Network FinOps
A FinOps platform for hospital networks and nursing homes: vendors, invoices, and close workflows unified across every entity, with AI-driven reconciliation that's auditable end to end.
42
Facilities
95%
Faster Month-End Close
1,600+
Hours Saved
10x
Faster Invoice Processing