Small Fund Solutions

We find that virtually all clients already have some form of data collection and metric tracking already in place (not sure how they would be in business otherwise!). The problem comes when they are trying to scale. Instead of worrying about where a specific chart is or what their login info for a particular dashboard was, clients want to spend more time growing their business, not searching for and organizing their data. We specialize in organizing and automating all the boring stuff (centralized point of information, data collection, archiving, realtime updates, version control, etc.) so you get a well-oiled data machine that you no longer need to spend time worrying about. Instead, you can start leveraging your data to make the highest return possible.

The more data the better! Unlimited, automated data feed collection is offered for all pricing tiers. Whether you have 1 or 100 places that you pull from, we will plug into their API's and start collecting / archiving automatically. If you have non-API (or even "loose") data sources, we build custom tools such as web scrapers, etc. to extract what's needed from them too. No need to cancel anything, and feel free to find / add more sources as we go.

You don't have to be! We choose to work with fewer clients specifically so we have the time make our system as hands-off and tailored to their needs as possible. Instead of downloading another generic software tool that you will spend hours on YouTube learning how to use, we do it all for you. You want everything displayed on a fancy web application? No problem. A simple google sheet you can access on your phone? We've got you. Whatever your level of tech-saviness, we'll meet you there and make sure the solutions work for you. All you need to do is be able to click a link to navigate to your most important insights.

We understand that protecting your IP is paramount. In addition to using industry best cyber-security practices, our legal counsel ensures that proper NDA's, contracts, etc. are in place so that everything remains properly protected.

The beauty of automation is that most potential surprises and bugs get removed during system setup and testing. We also choose to work with tools like Google Cloud specifically because of their industry-leading reliability. Furthermore, we offer support 7 days a week, 365 days a year because we believe that strong feedback and communication loops with clients are the way to ensure the best outcomes (and we just really enjoy system optimization). If you notice something out of the ordinary, or have thoughts / questions that pop up in general, give us a ring. We'll be here.

Agreed! We are professional engineers who built our technical skills in the energy industry using the same digital tools to automate and optimize offshore drilling facilities. We began working with finance clients when we saw the need for similar systems in 2021. Based on the feedback we've received so far, clients find our diverse background and engineer's approach to dynamic problem solving to be a unqiue, effective blend!