The Manual Tax in financial services is everywhere lead, client, and reporting work touches a human.
We work with annuity firms, hedge funds, RIAs, and wealth management firms doing $1M to $10M in revenue, alongside larger institutions. The diagnosis is free.
Common operational failure points in this vertical.
Lead response that depends on a human seeing an email.
Every minute a lead waits is a minute its close rate decays. When intake runs through inboxes, half the funnel dies before a conversation.
Investor and client reporting that takes weeks to compile.
Quarterly cycles consume the operations team while LPs and clients wait on stale data. Reports go out late, with errors that take more time to fix than they did to make.
Compliance workflows that run on shared inboxes and spreadsheets.
Audit trails get reconstructed under deadline pressure. Approval chains lose context. Risk compounds invisibly until something forces it into the open.
Multi-custodian data that has to be reconciled by hand every month.
Operations teams spend days assembling a unified view that the system should be producing automatically.
What we build for financial services firms.
Three categories of infrastructure cover most of what financial services firms need: lead and intake automation, reporting and dashboard infrastructure, and compliance and document workflows. Each engagement is scoped to the workflows costing your firm the most.
- Management fee1.75%
- Performance20% over 8% pref
- Hurdle rate8.0%
- Catch-up100%
- Discount tierClass B, founder
Lead and intake automation
Web forms, referrals, and paid traffic flow into a single CRM in real time. Leads are scored, routed by geography, product line, and quality, and worked within minutes.
Reporting and dashboard infrastructure
One source of truth feeds individualized dashboards for every client or LP. Quarterly compilation becomes a one-click trigger that runs in minutes, not weeks.
Compliance and document workflows
Approvals, disclosures, and audit trails get codified into auditable workflows. Documents route automatically. Every action is logged with a timestamp.
Systems we have built for similar firms.
Find out exactly where your operations are costing you time and money.
The assessment is free. The diagnosis is yours to keep. If we are the right fit to build the fix, we will tell you. If we are not, we will tell you that too.