AI strategy, transformation, and fluency, with governance and evals built in.See the full operating read →
A multi-company family office / private-markets group
One Trusted View Across A Multi-Company Portfolio
Embedded as a cross-portfolio AI delivery partner — shipping per-company financial apps today while building governed, conversational reporting across the whole holding.
The proof
The number, kept honest.
01
The challenge.
PMs, analysts and admins across a multi-company portfolio needed consolidated financial answers without writing SQL or wrangling Excel. Each company’s data was siloed, and any cross-company view had to respect strict company-level access boundaries. They needed both near-term delivery and a path to a unified reporting product.
02
The approach.
Embedded as a cross-portfolio delivery partner, shipping per-company financial dashboards and apps across the holdings.
A semantic store of each company’s financials with a natural-language query layer for consolidated rollups, cross-company comparison and variance — so non-technical users get answers, not query syntax.
Company-level scoping, RBAC, audit trails and a data-confidence layer designed in from the start, so consolidation never crosses an access boundary.
03
What shipped.
Delivered / in-UAT per-company financial apps across the portfolio, plus the design and in-build conversational NL-over-financials reporting layer with company-scoped governance.
AI built across the board
Start with the AI work that moves the number. Keep the proof built in.
Start with Strategy, Transformation, or Fluency; use Quick Audit when the first need is an independent read on what is already running.