AI PM
A research and recommendation team beside your portfolio managers. Your portfolio managers decide; nothing trades on its own.
An investment thesis, a research memo or a set of scenarios for an investment discussion.
ProductsAI Teams
Built around your institutionAI teams built around your institution’s work.
Aperture builds coordinated specialist agents for financial institutions, around your licensed and internal data, research methods and expertise.
Research and analytical work your professionals can review, challenge and use. Your people make the decisions.
Specialists coordinate around one assignment. See how the work comes together.
One question. Coordinated work.
An AI team brings specialist agents together around an agreed task, with a shared context and a record of the work.
What would change our investment thesis?
An illustrative research assignment: examine a company’s changing demand outlook against the institution’s existing thesis.
An example of the work and review process, not an executed analysis or a client result.
Research
Find relevant evidence in permitted company filings, research and internal notes. Keep references with the claims.
Analysis
Compare the evidence with the thesis and test agreed scenarios. Calculations run in tested code; inputs are traced to their source.
Synthesis
Bring the work together in a source-linked draft. Surface conflicting evidence, assumptions and questions that still need review.
For the reviewer
A draft you can challenge.
- Evidence linked to its sources
- Assumptions and scenario comparisons
- Conflicting evidence and unresolved questions
The institution’s professionals check the evidence, challenge the reasoning and decide what to use.
What would be agreed before this assignment?
Scope and inputs. The company, thesis, permitted sources, research period and scenario assumptions.
Review criteria. Source coverage, calculation conventions, treatment of conflicting evidence and the institution’s required review steps.
Human decisions. Whether the sources support the draft, which questions need further work and whether the thesis should change.
Built for the work beside your people.
AI PM and AI deal team are complementary examples. The team’s design follows your institution’s work, rather than setting the limits of what it can address.
AI deal team
A coordinated research and analytical team beside your bankers. Your bankers review and decide.
A section-by-section report, company research or draft materials for a deal discussion.
Agree the work. Define the review.
We scope the assignment, permitted data, specialist roles and review criteria with you. Your professionals decide what is ready to use and what needs further work.
The separate Evals service assesses AI teams against agreed institutional criteria. Its scope is agreed separately.
One institution-specific foundation
Start with the capability you need. Build on the same foundation as you grow.
Your licensed and internal data, connected and structured with permissions, checks and a retained record. New capabilities reuse those connections, checks and records, with additional work scoped as needed.
Your institution’s foundation
- Licensed & internal data
- Connections & permissions
- Checks & retained record
Reviewed research can be retained in that foundation, so the next capability builds on what your institution already knows.
You control the foundation and own what is built on it.
Own agreed institution-specific deliverables under your contract. Aperture’s pre-built core is licensed on terms set in your contract. Third-party source and model licenses apply; hosting does not transfer model IP.
Under your contract, your data never trains AI models outside your institution.
What work would you build a team around?
Start with an assignment your institution knows well.
Request a private briefing