B2B · AI transformation

We build it.You run it.

Enterprise AX

No internal AI team to staff up, no engineers of yours to borrow — we get a real decision out of a real system, in front of a real operator, before the quarter ends. External data, internal systems, security-isolated deployment, your own self-hosted LLM, even customer-facing B2C surfaces — we build the solution that fits your stack.

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Read time · 3 min
What we build · 01

Three surfaces. One audit trail. Operators stay in the loop.

Operate

An operator surface shaped around the decision, not the dashboard.

01/ 03
alpha-lens · operator console
Inbox · 7 unresolvedSORT · IMPACT
ARGX2:14p

Earnings revision · $2.4M shortfall

LNG2:09p

FX hedge ratio drift > policy band

KOSPI1:58p

Sector rotation · semis → utilities

BTC1:41p

Funding rate normalised

EURUSD1:22p

ECB minutes · neutral surprise

ARGXAction proposed

Earnings revision · projected $2.4M shortfall vs guidance

DEC-2841
REV · QoQ · est vs realised
Rationale
  • ▸Q3 prescription volume below internal model by 4.1% (n=312 pharmacies)
  • ▸Channel checks: EU launch slippage 3w · pricing concessions widening
  • ▸Would-flip if EU rebate < 8% · model sensitivity attached
Proposed
Trim 35% · ARGX
Notional · $4.2M
Slippage · 6 bps

Every action signed · cosign required > $5M

How we engage · 02

Four phases. A named end date in every one.

We are paid to make ourselves redundant on each engagement. The work is structured so you can fire us cleanly the day your team is ready.

0.1
0.2
0.3
0.4
Discovery sprint2 weeks · fixed scope

Twoweeks.Oneworkingprototypeagainstyourlivedata.

We embed with the team that lives the problem, ship a narrow prototype, and write down what to scale and what to kill.

Live sources · day 02
snowflake · prod.pms412k
bloomberg.b-pipe1.2M ticks/min
internal.research_notes8.4k
edgar · 8-K streamlive
Hypothesis

“Earnings drift in mid-cap pharma is predictable from EU rebate signal + channel survey response time.”

Prototype · v0.4running
model · realised baseline
AUC
0.71
Hit
63%
Lift
+2.4x
Day 10 · verdict
▲ Scale

EU rebate signal · ship to PM workflow

◌ Defer

Survey response time · weak signal

✕ Kill

Sentiment overlay · no edge

signed · pm + quant lead
0.1 · Discovery sprint
0.1
0.2
0.3
0.4
Build phase6–12 weeks · pair-built

Engineerscommitinsideyourrepo,onyourstack.

We pair with your engineers in their tools. Every commit reviewed by someone on your side. Knowledge transfer is the deliverable.

PR · #284ready
▸apps/
▸pms/
·rebalance.pyM
·policy_gate.pyM
▸tests/
·test_gate.pyM
▸lineage/
·writer.py
+146 / −38 · 4 files
harden policy gate · raise cosign pathsha 6c91…ab
12@@ apps/pms/policy_gate.py @@
13 def evaluate(plan, ctx):
14- if plan.notional > 5_000_000:
15- raise PolicyBlock()
16+ if plan.notional > ctx.limits.notional:
17+ return Gate.require_cosign(plan)
18 return Gate.ok()
ci · passcoverage · 94%risk · low
Reviewers · your side first
Y
yujin · quant
owner
✓
M
minho · pm
code
✓
A
alpha-lens / ax
pair
✓
Squash & merge · your hand on the trigger
0.2 · Build phase
0.1
0.2
0.3
0.4
Production handoff4 weeks · signed exit

On-callcoverageuntilyourteamownsthepager.

We stay on through the first incidents. Exit criterion is your team resolving the next one without us. The date is in the SOW.

Incidents · 4 weeks of handoffexit · t+28d
T+3dPMS lag spikeus
T+11dfeed gap · BBGpair
T+19dstale lineage hashyour team
T+25dpolicy false-blockyour team
uspairyour team
Runbook · INC-024
  1. ✓alert fires · pagerduty p2
  2. ✓check lineage hash · /audit
  3. ✓replay last good · t-15m
  4. 4post-mortem · 24h
On-call · next 14dKST
1
2
3
4
5
6
7
8
9
10
11
12
13
14
Exit criterion · your team owns INC-025 unaided
0.3 · Production handoff
0.1
0.2
0.3
0.4
Quarterly partnership1 quarter blocks

Sameengineers,freshscope,awrittengoalperquarter.

After handoff we come back on a clock you set. One scoped objective per quarter. You can cancel any quarter; we'd rather you renew because it worked.

Q1 · 2026shipped
PM decision queue · prod
+12% hit rate
Q2 · 2026shipped
Policy gate · cosign path
0 over-limit
Q3 · 2026active
Audit pack · regulator export
78% complete
Q4 · 2026proposed
Counterfactual replay · UI
draft scope
KPI · decisions shipped · cumulative58 of 64
Q4·25Q1Q2Q3Q4
Q4 · proposed
Counterfactual replay · scrubber UI · 1 quarter · pair-built

Cancel any quarter · no renewal penalty

0.4 · Quarterly partnership
Inside one firm · 03

Not eight industries. Eight modules inside one desk.

One asset manager runs every module below. So does an insurer — different room, same playbook: one decision, one operator, one signed action. Customer-facing B2C surfaces ship on the same lineage.

What the brochure misses

Most vendors sell you one of these and call it a platform. The compliance gate is bought from one company, P&L attribution from another, regulator inspection prep from a third. Each one has its own data model, its own audit log, its own login. The operator stitches them by hand — and the regulator can tell.

We ship them as one desk. Same identity, same lineage, same signed-action ledger. External feeds, internal systems, or a fully isolated deployment running your own self-hosted LLM — we match your security posture, not the other way around. The modules below aren't a product menu — they're what an operator actually opens between 7am and 7pm. Switch firms and the modules shift; the spine doesn't.

Anatomy · what every module inherits
01
One identity

Operator, role, mandate, and entitlements resolved once. Inherited across every module. No re-logging into a vendor portal at 2am.

SSO · role · mandate
02
One lineage

Every number on screen traces back to the source event — filing, tick, trade, claim. The same hash points to the same row a year later.

event → action · hashed
03
One signed ledger

Approvals, overrides, escalations write to a single ledger. Replay any day. Export an audit pack as one signed bundle.

signed · replayable · exportable
A day at the desk · what gets opened, in orderKST · trading day
07:00Morning queueOvernight events · unresolved decisions
09:30Pre-trade gateCompliance · concentration · mandates
11:00Research benchHypothesis test · ship-or-kill
14:00Break deskAllocation · settlement chase
16:30P&L sign-offAttribution · cosign > $5M
18:00Inspection prepAudit pack · regulator response queue

One firm, every module below. None of them ship as a brochure feature; they ship as the desk's daily surface.

  • 01
    Portfolio decision queue
    PM workflow · rebalance proposals
  • 02
    Factor & alpha research bench
    Hypothesis · backtest · ship-or-kill
  • 03
    Pre-trade compliance gate
    Concentration · short rules · mandates
  • 04
    Daily P&L attribution
    Factor + idiosyncratic · signed
  • 05
    Regulator data room
    FSS inspection · evidence on demand
  • 06
    Counterparty & PB review
    KYC refresh · exposure caps
  • 07
    Client reporting ops
    Letter draft · cross-check · sign-off
  • 08
    Trade ops & break desk
    Allocation · break · settlement chase
8modules · this firm shape16modules shipped across firms1playbook
Services — Alpha Lenz