Analogous consulting
YOUR ANALYSTS SHOULD BE THINKING, NOT PULLING DATA
We help finance teams automate workflows, get set up with the right AI tools, and build custom research systems.
from the people who built 
Your analysts are doing work that AI should handle.
Pulling data. Summarising filings. Chasing down the same research every quarter. Finance teams still operate the same way they did twenty years ago. The best hours of your analysts go to logistics, not thinking.
The tools exist to change that. Most teams just haven't had the time, or the right partner, to set them up properly.
We automate what slows you down and build what doesn't exist.
We start with your actual workflow, not a generic template. Then we get your team set up with AI tools that fit, automate the repetitive tasks, and build the custom systems that give you an edge.
We built Slinky — a custom research harness for technology analysts — from scratch. That's the same thinking and craft we bring to every engagement.
Three steps.
Real results.
Get set up
The right AI tools, configured for your team. We connect your data sources, set up integrations, and make sure your workflow is actually wired in.
Automate the routine
Map where your team's time goes, then replace the repetitive parts with intelligent automation. Research pulls, data aggregation, summary drafts. All handled.
Build the custom layer
Custom research agents, precedent databases, and structured knowledge systems. Built around your firm's specific process, not a generic product.
Fast, focused, and yours to keep.
Four tightly scoped phases that move quickly and keep your team in the loop at every step.
Discovery
Map your current workflow and identify where automation creates the most leverage
Setup
Deploy AI tools and integrations your team will actually use from day one
Build
Ship custom workflows, research agents, or knowledge systems tailored to your process
Train
Get your team confident, self-sufficient, and clear on what they now own
What makes this different.
We don't hand you a SaaS subscription. We build something custom to your workflow and hand it over completely.
Built by practitioners
We built Slinky — a research harness for technology analysts — from the ground up. That experience informs every engagement.
Workflow-first
We don't sell software. We map your actual workflow and automate what slows you down, then build what doesn't exist yet.
You own it
Your infrastructure, your API keys, your data. We build everything in your environment and hand it over completely.
Frequently Asked Questions
Book a Discovery Session
Tell us about your team and where your time goes. We'll map the fastest path to automating it. Fill out the form below to get started.