1Consulting
2Education
3Implementation

AI integration for financial services firms.

Our strategies are centered around P&L outcomes.

  • We identify where in your operating model we can deploy AI right now, and estimate the upside.
  • We build and test the solution with your team against the business case.
  • Your employees learn how to use and check the work throughout implementation.
Explore our approach

Integrations

Led by alumni from

Integrations

Build around the tools
your team already uses.

We assess the connections your workflow needs, including data access, permissions and the actions people must approve.

Explore integrations
Google DriveMicrosoft ExcelSalesforceBloombergGmailMicrosoft TeamsPitchBookMicrosoft PowerPoint

We scope each connection and test it with the people responsible for the workflow.

Founders

Brandon and Myles design agent systems around how the firm operates, the results it needs and the decisions its people must own.

Brandon Short

01

Brandon

Co-founder and Technical Architect

Brandon, a former JPMorgan banker, managed more than $450 million in client assets while independently running his book. His clients were primarily tech founders and private equity principals, alongside some of the world’s wealthiest families and family offices.

He also spent two years on a trading desk, actively trading a discretionary book with more than $300 million in assets. His focus was on tax optimisation strategies.

Expertise

  • Private investments
  • Valuation & pricing modeling
  • Fintech systems design
Myles David

02

Myles

Co-founder & Head AI Engineer

Myles has more than six years of AI and automation experience and holds a master’s degree in AI and machine learning.

He builds the systems in AgentOS that assign agents defined jobs and coordinate their work. He establishes permissions, checks and the points where people review exceptions or approve consequential actions.

Expertise

  • Machine Learning
  • FinTech AI Implementation
  • Systems Engineering
Financial services
DevCoreBusiness case
Technical design
Working system
AI engineering

Brandon connects the firm’s operating priorities to the business case and technical design. Myles builds and tests the agent systems around those requirements, working with the team responsible for the result.

Meet more of our team

Our approach

Solutions designed to optimize your business

Your operating model

We start with how work gets done in your firm and who owns the decisions.

Revenue opportunities

Find where better preparation could help your team pursue more of the right business.

Operating costs

Identify repeated work and assess the time and cost it takes today.

Decision quality

Give reviewers more complete information, with gaps and conflicting figures clearly marked for their attention.

The full business case

Weigh the potential upside against the cost of implementation, ongoing operation and human review.

Our three-phase approach

We build the solution with your team.

01

ConsultingUnderstand the firm and define the business case

We examine how your firm generates revenue and the activities behind it. With leadership, we map how work moves through the firm, where decisions are made and where AI could make a useful difference.

More about this phase

The implementation blueprint explains the proposed changes and their expected effect on the P&L, your priorities or both. It includes upside, base and downside cases, with the assumptions, costs and trade-offs open for leadership to examine.

02

EducationPrepare your people to work with agents

Initial education comes before detailed technical architecture. People learn how to use agentic workflows, check the work and recognise when their judgment is needed. That learning continues as we build and test the solution together.

03

ImplementationBuild, test and refine the solution

Working in AgentOS, we design and build the workflow around your firm’s goal. We establish how work passes between agents and people, what must be checked and when an exception needs human attention.

More about this phase

We test on real work with your team and refine it against the agreed standards. People retain responsibility for objectives, relationships, judgment and consequential approvals.

Our goal is to build a system that drives outcomes on your P&L, accounts for the nuances in your business model and your strategic leadership approach, and is ultimately one your team is comfortable with and understands how to leverage. All three of these components are critical to transformative AI deployment.
BrandonTechnical Architect & Co-Founder

Examples by industry

How this could work in your firm.

Investment banking & M&A

  • Quality of earnings (QofE)

    Each workflow would reflect the nuances of your firm’s methodology. Specialist agents could assemble and compare financial records, flag questions or discrepancies and prepare proposed adjustments for expert review.

  • Deal sourcing & pipeline management

    Agents could research companies against your mandate and add relevant detail to target profiles. They would prepare pipeline updates for bankers to review and decide what to pursue.

  • Valuation, reports and decks

    Your team would set the assumptions and own the valuation. Agents could work from the source materials to prepare models, check figures and draft company-specific reports and decks.

Private equity

  • Deal sourcing

    For potential investments, agents could compare company information with the fund’s criteria and prepare research for outreach. Your team would judge fit and decide when to engage.

  • Shared opportunities across the portfolio

    Agents could compare portfolio companies’ products, customers and costs to identify shared purchasing or cross-selling opportunities. Your team tests the commercial case and decides what is worth pursuing.

Wealth management

  • Prospecting

    Agents could find leads that meet your criteria, add relevant background and prepare an outreach strategy. Advisers would review the approach, choose whom to contact and manage the relationship.

  • Analysis & materials

    Using client records and your assumptions, agents could prepare portfolio proposals, wealth planning materials and tax optimisation analyses. Advisers and tax specialists would review the work and own the recommendations.

  • Client management & deepening

    With client records and agreed follow-ups, agents could prepare performance reports and suggest relevant topics for contact. Advisers approve communications and maintain consistent engagement with each client.

Your experts apply their own judgment and intuition. They remain responsible for strategy, client advice and consequential decisions.

Enterprise Education

The AI Ecosystem

Help your team understand the tools they are using and make informed decisions about where AI belongs in their work.

Explore Enterprise Education
LLMs and tokensPromptingAgents and workflowsSkills, Tools & Packs

We implement the solution through AgentOS.

Your team can inspect the work and supporting evidence, with approval points for consequential actions.

Explore Agent OS
Define the workCarry out and check the workReview and approve

Next Steps

Let’s talk about how we can help.

We can help you identify opportunities for AI, prepare your team or discuss an implementation. You can bring questions at any stage, whether your firm is new to agents or already uses them.

Send Brandon a message
Message Brandon on LinkedIn
DevCore Ventures

How would you like us to reach out?

Or, you can reach us directly at

Message me on LinkedInEmail Brandon