How we work

You should know exactly what happens after you sign.

Five stages, defined deliverables, honest timelines, and a clear statement of what we need from your team.

011–2 weeks

Discover

Interviews, observation, and system access review. We watch the work happen rather than relying on process documentation.

Deliverables
  • Workflow inventory
  • Ranked opportunity list
  • Risk and feasibility screen
What we need from you
  • Access to 4–8 subject-matter experts
  • Read access to relevant systems
  • A named executive sponsor
022–3 weeks

Design

The target trajectory is specified: which steps are deterministic, which are model-driven, and where a human must sign.

Deliverables
  • Target-state workflow
  • Approval and exception rules
  • Evaluation set and pass thresholds
What we need from you
  • Sign-off on approval gates
  • Sample documents and edge cases
  • Security review participation
034–10 weeks

Build

Implementation on a harness with versioned prompts, tool contracts, structured outputs, retries, and full trajectory capture.

Deliverables
  • Working workflow in your environment
  • Integrations and connectors
  • Regression suite and replay tooling
What we need from you
  • Environment and integration access
  • Weekly review of output samples
  • Test users from the operating team
042–4 weeks

Launch

Shadow-mode running against real volume, then a staged cutover with hypercare and a documented rollback path.

Deliverables
  • Shadow-mode comparison report
  • Runbooks and documentation
  • Operator and reviewer training
What we need from you
  • Nominate reviewers
  • Approve cutover criteria
  • Communicate change internally
05Ongoing

Improve

Monitoring, exception review, and periodic re-evaluation as models and policies change underneath you.

Deliverables
  • Monitoring dashboards
  • Monthly quality review
  • ROI and usage reporting
What we need from you
  • Monthly review attendance
  • Feedback on escalations
  • Notice of policy changes

The harness

What makes a workflow dependable.

Prompt quality plateaus quickly. The scaffolding around the model is what survives contact with production, model upgrades and an examiner's questions.

  • Versioned prompts referenced by hash on every run
  • Pinned model versions — never a floating alias in production
  • Typed tool contracts with validated arguments and responses
  • Structured outputs with hard schema and business-rule validation
  • Bounded retries with recorded attempts and strategies
  • Golden evaluation datasets with explicit pass thresholds
  • Full trajectory capture, retention and replay
  • Confidence thresholds and rule-based escalation to named reviewers
  • LangGraph supervisor/swarm orchestration with deterministic handoffs
  • Hierarchical RAPTOR RAG with citation-coverage scoring
  • Multi-stage numeric reconciliation against source tables
  • Multi-provider fallback routing with per-firm policy injection

Operating frameworks

How the founder thinks about agentic systems.

Four frameworks, refined across two decades of institutional investing and applied AI, that shape every workflow we build.

Agentic harness engineering for optimal decisions

Engineering agent workflows like a production line, with deterministic tools and schemas plus kanban-style, decision-theoretic gates (expected value, value-of-information) that decide when to act, escalate, or halt.

ROI-driven product prioritization

Sequencing features by expected revenue impact, payback period, and downside risk, with every roadmap call defended in P&L terms, not story points.

Fail-fast capital discipline

Small, time-boxed bets with explicit kill criteria; redirecting capital and talent the moment evidence turns against the thesis.

Enterprise risk budgeting

Allocating risk across asset classes with explicit limits and governance — the same discipline applied to where an agent is allowed to act autonomously.

Data handling

Minimum necessary data, defined retention, and no training on your content by default.

Human approval

Consequential actions require a named reviewer before execution.

Access control

Least-privilege service accounts, scoped tool permissions, and full access logging.

Confidentiality

NDAs as standard, segregated environments, and named-personnel restrictions on request.

Vendor selection

Model and vendor choices assessed against your third-party risk requirements.

Testing and monitoring

Pre-release evaluation gates plus production monitoring for drift and escalation rates.

Next step

Find your best AI workflow opportunity

A 30-minute discovery call: we look at two or three of your current processes and tell you plainly which are worth automating and which are not.