Services

One engagement, one outcome: an institution that remembers

We design and build a bespoke memory system for your firm, then stay close while it starts to compound. A defined project, scoped to how your institution actually works.

What the work includes

  • Knowledge architecture — a map of how your firm actually decides, before anything is built
  • Context capture from the work itself: meetings, correspondence, research, decisions
  • Decision memory, so a conclusion reached once does not have to be re-derived
  • Semantic search across the whole body of institutional knowledge
  • Integration with the tools already in use — email, calendar, documents, data rooms
  • A shared knowledge graph, so the memory belongs to the institution rather than an individual
  • Provenance on every answer: what it drew on, and when
  • A period of refinement after delivery, while the system learns your firm

Engagement model

Project-based delivery

A defined engagement to design, build and deploy the system, with a beginning and an end rather than an open subscription. Scope, terms and duration are set per project — we would rather shape the engagement around what your firm actually needs than sell the same package to everyone.

Typical timeline
4 – 8 weeks
Format
Remote or on-site
Scope and terms
Project specific
Pricing
On application

Who it is for

Three roles where lost memory costs the most

CIO / CTO

The problem

Five years of strategic context spread across inboxes, board packs and the memories of people who may not always be here.

The outcome

One layer that can be questioned directly — what was decided, when, on what basis, and what has changed since.

Portfolio manager

The problem

The thesis behind a position lives in spreadsheets, notes and recollection. Reconstructing it takes hours that the market does not give you.

The outcome

A living record of positions and their reasoning, connected to the research and the market context that produced them.

Senior adviser

The problem

Client knowledge sits in one person’s head. It cannot be delegated, cannot be audited, and leaves when they do.

The outcome

Expertise made transferable and reviewable, without flattening the judgement that made it valuable.

Start with a conversation

Thirty minutes is usually enough for both of us to know whether this is the right thing to build for your firm.