AI your investment team can trust — and trace.

Your firm's data, finally working for your investors.

We build the AI and data layer for venture and private equity firms — strategy from someone who has sat with your partners, and production systems from someone who writes the code.

Book a 20-minute call See how we work

Every figure, tracedPROVENANCE

01The problem

The data is there. It just isn't working.

Portfolio data trapped in decks and PDFs

Board decks, quarterly reports and fund models hold the numbers. Getting them out still means someone retyping.

AI pilots that never reach the investment team

A demo impresses once. Then it stalls on security, data access, or trust in the answers.

Two hires to do one job

A strategist and an engineer who don't speak the same language. The roadmap and the code drift apart.

02What we do

Four pieces of one system.

Each can stand alone. Together they give your investment team data and AI they can check.

01 / 04

Portfolio data platform

Consolidate fund, deal and portfolio data into one governed source of truth.

02 / 04

Document intelligence

Turn board decks and financial reports into structured, checked data — with provenance on every figure.

03 / 04

Firm-wide AI rollout

Secure, permissioned AI assistants and agents connected to your own data, with an audit trail on every answer and cost tracking.

04 / 04

AI strategy & portfolio enablement

Roadmaps, use-case prioritization and ROI tracking for the firm and its portfolio companies.

03Proof

A leading U.S. venture firm.Anonymized, by request.

legacy systems consolidated into one governed platform

↳ Traced to ¶1

~40

years of fund and portfolio data unified

↳ Traced to ¶1

20,000+

board decks and financial reports extracted automatically

↳ Traced to ¶2

393

automated quality checks on extracted data

↳ Traced to ¶2

phases to roll out AI firm-wide

↳ Traced to ¶3

13mo

to deliver the major milestones of an 18-month roadmap

↳ Traced to ¶4

The engagement

¶1Consolidated five legacy systems and roughly forty years of fund and portfolio data into one governed platform.
¶2Automated extraction from more than 20,000 board decks and financial reports, with 393 automated quality checks.
¶3Rolled out AI firm-wide in three phases, with permissioned access and an audit trail.
¶4Delivered the major milestones of an 18-month roadmap in 13 months.

04How we work

Four steps. Each one ships something.

Step 1 · 2 weeks
Diagnose
Interviews with partners and operators, a map of your systems and data, and a short list of what's worth doing first.
Step 2 · Data layer
Build the foundation
One governed source of truth for fund, deal and portfolio data, with checks you can see.
Step 3 · Adoption
Put AI in investors' daily workflow
Permissioned assistants and agents where the team already works. Every answer cites its source.
Step 4 · Ownership
Hand off and support
Documentation, training and a clean handoff to your team, with support as long as you need it.

Engagement options

Project-based
Embedded with your team
Path to a permanent leadership hire

Bill Vallier

Founder

05About the founder

Two altitudes.One person.

Bill works at both levels your firm needs: as an executive advisor in the room with partners, and as a hands-on builder who writes the production code. No translation layer between the plan and the system.

Executive advisor

Strategy, roadmaps and governance with partners, COOs and CFOs.

Hands-on builder

Data platforms, extraction pipelines and AI systems, built and shipped.

Primary architect of a top VC firm's AI and data platform
Former SVP Technology and interim CISO at a Nasdaq-listed company — built the team from 5 to 50
Led 100+ engineers at EY
AWS Professional Services for NASA and the Defense Health Agency
Co-Founder & CTO of an AI startup running a 1,000-GPU H100 cluster
Rutgers, Chemical Engineering · Carnegie Mellon, deep learning certificate
Author of the Two Altitudes newsletter