A team of AI analysts for your fund. The final word stays with you.

• 01 / 06

  AI proposes, never trades

  The AI writes opinions and plans. It cannot place an order, and that limit is part of how the system is built, not a setting someone can switch off.

• 02 / 06

  Your mandate, enforced

  Your fund's limits are written once and checked by code on every proposal. The same inputs always get the same answer.

• 03 / 06

  A person signs off

  Every trade needs a named person to approve, modify or reject it, and the limits are checked again at that moment.

• 04 / 06

  Nothing is ever overwritten

  Each signal, opinion, decision and fill is added to a permanent record. Any position can be traced to the reasoning and approval behind it.

• 05 / 06

  Measured, not assumed

  The platform tracks whether the AI's calls actually paid off, how often people and machines agree, and what every analysis cost.

• 06 / 06

  Built by operators

  Designed by people who have run fund operations, compliance and audits, and know what a reviewer will ask for.

• 01 / 08

  Research workspace

  Screen the market on price, technicals and fundamentals, follow filings and insider activity, and set alerts on the names you care about.

• 02 / 08

  AI analyst desk

  Send a name to a desk of AI analysts. They cover the market, news and fundamentals, argue the bull and bear cases, and come back with a rating, entry, stop, target and horizon.

• 03 / 08

  AI portfolio manager

  Judges whether an idea fits the book you already hold, suggests the size and writes a step-by-step plan. You can also ask it questions about the portfolio in plain language.

• 04 / 08

  Review and execution

  One queue of proposals waiting for a decision. Approved orders go to the broker and fills come back to the book, with an emergency stop that halts everything.

• 05 / 08

  Portfolio and risk

  Live book, exposures, drawdown and value-at-risk. Stops and targets are monitored continuously, and positions are reconciled against the broker.

• 06 / 08

  Options decisions

  Compare buying a stock outright with selling a put, or selling it with writing a covered call, and model multi-leg strategies before you commit.

• 07 / 08

  Master register

  Strategies, instruments, counterparties, tax and cost rules. Every record is versioned and audited, so every trade carries its strategy and its true cost.

• 08 / 08

  Reports

  Performance by strategy, the path from idea to trade, agreement between people and AI, and whether the AI's ratings predicted returns.

More in a private walkthrough.

• 01 / 03

  Custom platforms

  End-to-end web platforms for fund operations, reporting and oversight.

• 02 / 03

  AI integration

  LLM-driven analysis and automation embedded into existing workflows.

• 03 / 03

  Data & tooling

  Data pipelines, dashboards and internal tools.

1. 01

   Mandate

   Your universe, limits and rules, written once and versioned.

2. 02Human

   Idea

   The team picks a name from the research workspace and records why.

3. 03

   AI analyst desk

   Specialised AI analysts research and debate it, then rate it.

4. 04

   AI portfolio manager

   Checks the fit with the book and sizes a plan.

5. 05

   Policy check

   Code checks the result against every limit. Hard limits block the trade.

6. 06Human

   Decision

   A person approves, modifies or rejects. The limits are checked again.

7. 07

   Execution and monitoring

   The order is sent, the fill is booked, and its stop and target are watched.

• MG

  Mauricio Garcia

  Sales & Business Development

  Two decades in financial markets, including work at a family office. Managed operations and administration of multiple investment funds, including two global funds, opened funds in the Cayman Islands, led internal and external audits and ran compliance policies and regulator and legal relationships. Background in mathematics and data analysis with Python and Bloomberg. Previously Finance Manager at TT Investimentos and Operations Manager at Guide Investimentos and Interbolsa Brasil.

• IE

  Isak La Fleur Engdahl

  Technology, Infrastructure & Product

  Architect and developer of the imfund platform, from the infrastructure up. Background in IT infrastructure: servers, networks, cloud platforms, databases, backups and security, run to the standard a regulated business expects. At imfund he designed and built the whole system: the AI analyst desk and portfolio manager, the rule checks that keep them within the mandate, the tamper-proof record behind every decision, the broker and market-data connections, the web console, and the hosting, access control and monitoring that keep it running. Each fund gets its own data, separated from every other client's.