Tenant-isolated AI for private capital.
What 2026 looks like for private capital.
- Investment research synthesis across hundreds of memos, calls, and filings
- Quarterly portfolio commentary and family-letter drafting
- Due-diligence cycles compressing while deal flow accelerates
- Manual consolidated reporting across multiple custodians and feeds
- KYC/AML and OFAC screening across complex beneficial ownership
- Confidentiality concerns blocking adoption of public AI tools
Six agent patterns for the front office.
Investment research agents
Multi-agent research synthesis across earnings calls, sell-side reports, regulatory filings, and your private deal pipeline — grounded answers with full citation.
Reporting & portfolio commentary
Automated drafts of quarterly letters, IC memos, and family communications — in your house voice, with your benchmarks and your house view.
Due-diligence agents
Multi-stage diligence agents that synthesize CIMs, management calls, and reference checks — surface red flags, draft memos, accelerate IC cycles.
Multi-custodian reporting
Foundry agents reconciling positions, transactions, and performance across Addepar, Bloomberg, Salesforce-FSC, and direct custodian feeds.
KYC / AML / OFAC augmentation
Beneficial-ownership traversal, entity resolution, and sanction-list screening — agents that prep the human-reviewed package, not the human-replaced decision.
Tenant-isolated by default
Microsoft Foundry inside your Azure tenant. Microsoft Purview DLP. Entra Conditional Access. Never trained on your positions, your families, or your IC views.
What offices see in the first 90 days.
- 60% faster research-to-IC-memo cycle on new opportunities
- Quarterly commentary draft in 90 seconds, not 4 hours
- Multi-custodian consolidated reports without an analyst's full week
- Diligence cycles compressed by 30–50%
- AI never leaves your Azure tenant — beats every public-AI confidentiality posture
- ROI math: replace 40+ hours/month of analyst grunt work per principal
Inside your tenant. Always.
Common principal & COO questions.
- How do you handle confidentiality?
- Foundry runs inside your Azure tenant with managed identities, Microsoft Purview DLP, scoped RBAC, and content safety filters. We never train on your data. Most family offices we engage land here because their compliance team has already vetoed OpenAI direct, ChatGPT Enterprise, and Anthropic API for the same reasons.
- Why Microsoft over OpenAI direct, ChatGPT Enterprise, or Bloomberg's GPT?
- Three reasons: (1) tenant isolation in Foundry beats every consumer-facing AI on data posture, (2) most offices already standardized on M365/Teams — Copilot integration is native, (3) Microsoft Agent Framework + MCP let us connect to your existing Bloomberg, Addepar, and Salesforce-FSC without locking you into a single AI vendor.
- Are you a registered investment advisor?
- No — Jextex is a technology consultancy. We do not provide investment advice or make investment decisions. Our agents are tools that synthesize information for human decision-makers (PMs, IC members, principals). All investment decisions remain with your team and your compliance framework.
- What about regulatory exposure (SEC, FINRA, MiFID II)?
- We design with WORM record-keeping, full audit logs of agent interactions, and supervisory review patterns required by SEC/FINRA. Your compliance team owns the policy; we engineer the controls. Many of our wealth clients pair Foundry agents with Microsoft Purview eDiscovery for retention.
- We're a small office (under $2B AUM). Is this overkill?
- No. Smaller offices benefit most because there's no analyst army to absorb the manual work. We size engagements to match — a 4-week Foundry Agent Pilot for one workflow is often the right starting point, $50K-$80K range.
Pick a fixed-scope sprint.
Foundry Agent Pilot
Production-ready research synthesis, IC memo, or due-diligence agent for one workflow.
GenAI POC Sprint
RAG over your private research, deal memos, and CIM library — pilot with one principal.
Multi-Agent POC
End-to-end diligence or reporting workflow with coordinated specialist agents.
Want a tenant-isolated agent for one workflow?
A discovery brief is enough to scope your highest-leverage research, reporting, or diligence agent — and tell you whether $50K or $250K is the right starting point.