Six tools. Six conversations your firm is already having.

“What AI tool would I actually build for your firm?”

Paste your firm's URL. We crawl your site, cross-reference public data, and produce 3 specific custom AI tools we'd build for your firm — with dollar-recovery math and a 14-day timeline.

“Is your firm invisible in ChatGPT?”

Test how your firm surfaces in Perplexity + Claude for the queries your prospects actually ask. Get a visibility score, see which competitors AI recommends instead, and get 5 specific fixes.

“Is your AI bill 40-60% too high?”

Most finance firms running Claude or GPT at scale waste half their token budget. Plug in your monthly spend + setup — we name 5 specific cuts (caching, model downselection, batching) ranked by ROI.

“What stack should each role at your firm actually be running?”

Pick a finance role (analyst, advisor, PM, IR, compliance, RM). We return the recommended tool stack, skills to install, first-week workflows, and a role-locked prompt template you can paste into Claude.

“Why does AI keep giving generic answers?”

Paste your current prompt. We score it on 7 context-engineering dimensions (role, task, format, examples, constraints, domain, failure-modes), then rewrite it the way it should have been written.

“Should this be one prompt or three agents?”

Describe a workflow. We sketch the multi-agent topology — which agent does what, what tools each one needs, which model to pick, where the guardrails go. Built for compliance-heavy finance teams.