PILLAR 01 · ROUTING
Orchestrator agents
A senior partner-style routing system. Each request goes to the right specialist agent. Self-corrects on user feedback.
AI IMPLEMENTATION FOR REGULATED FINANCE
Cut analyst rework by 80%.
AI implementation for regulated finance teams. Audit-ready by default. Built on the Leopoldo framework. Purpose-built for Claude Code and Cowork.
We implement. We maintain. We evolve.
Three layers of work. Methodology, not magic.
01
Implement
Assess your workflow. Design the AI implementation. Deploy inside your Claude Cowork workspace with quality gates from day one.
02
Maintain
Continuous monitoring. Regulatory updates. Audit trail on every output. Your compliance team sleeps better.
03
Evolve
Weekly evolution cycle. Your system learns how your team works and gets sharper over time.
THE LEOPOLDO FRAMEWORK
Proprietary framework, purpose-built for Claude Code and Cowork.
Orchestration, quality gates, and preference learning composed for finance teams.
PILLAR 02 · CODIFIED EXPERTISE
Structured skills
Years of finance, advisory, and compliance expertise codified as composable capabilities. Versioned, tested, audited.
Quality Agent
Safety Agent
Audit trail
Quality gates
Quality Agent reviews completeness. Safety Agent enforces compliance. Block bad output before it reaches users.
Composable domains for regulated finance.
Every team gets a different mix. We compose the domains that match your workflow.
Deal Execution
IC memo, DD, LBO model, valuation. From sourcing to close.
Investor Reporting
Quarterly letters, capital calls, distribution notices. Branded, audit-trailed.
Due Diligence
Financial, commercial, legal DD. Structured outputs across every analyst.
Portfolio Monitoring
Performance tracking, value creation plans, board prep. Always current.
Fund Administration
NAV, subscriptions, redemptions, distribution waterfall. Always reconciled.
Compliance & AML
KYC, sanctions screening, MiFID II, regulatory radar. Audit trail by default.
Market Sizing & Research
Competitor scans, sector deep-dives, M&A activity. Structured intelligence.
M&A Advisory
Pitch books, fairness opinions, sell-side process management. End-to-end.
Your engagement gets 3-7 domains composed for you. Not an off-the-shelf product.
Built for the teams that run regulated finance.
PE/VC funds, asset managers, family offices, advisory boutiques. Different workflows, same rigor.
FLAGSHIP
PE / VC Funds
Cut DD time, structure IC memos, accelerate deal cycle. From sourcing to close.
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Asset Managers
Fact sheets, rebalance commentary, regulatory reports. UCITS-ready by default.
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Family Offices
Wealth structuring, succession, portfolio monitoring. Senior advisor in tools.
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Real Estate Funds
Underwrite faster. Asset management with audit trail. INREV ready. From sourcing to disposition.
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Consultancy
M&A advisory, fairness opinions, sell-side process. Engagement-grade output.
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Built for how regulated finance actually works.
Trust via methodology and architecture, not via badge wall. Compliance is engineered into how we deliver.
Built by experienced finance and technology operators.
Customer data sovereignty
Your data stays in your Claude Cowork workspace. We never copy it to our systems. Your Anthropic relationship governs residency.
Audit trail by default
Every output carries a complete decision trail. Every reasoning step is traceable for compliance review.
Quality gates
Quality Agent reviews every output for completeness. Safety Agent enforces compliance flags. Bad output never reaches users.
EU-resident infrastructure
Our operational systems (license, audit, telemetry) run on Frankfurt servers. No Leopoldo data ever leaves the EU. GDPR-compliant by design.
Not a chatbot. Not a consultancy.
We are an AI implementation firm purpose-built for regulated finance. Three things we do that others do not.
OTHERS
Generic LLM tools. One product, every use case. Finance is just one of many verticals.
LEOPOLDO
Twenty-three finance-specific domains. Built for IC memos, NAV waterfalls, AML screening, IPS drafting.
OTHERS
Self-service product. You configure it. You maintain it. You keep up with the AI ecosystem alone.
LEOPOLDO
We implement, maintain, and evolve. Continuous monitoring of Claude updates so your team keeps working.
OTHERS
Compliance is your responsibility. Outputs come without trace, without governance, without quality checks.
LEOPOLDO
Audit trail on every deliverable. Quality gates block risky outputs. Compliance is engineered in, not bolted on.
TALK TO US
Talk to us about your workflow.
Pricing and scope discussed in a 30-minute discovery call. No cold outbound, no demos, no pitch deck. A conversation about your team.
30 minutes · No commitment · Direct conversation