PILLAR 01 · ROUTING
Orchestrator agents
A senior partner-style routing system. Each request goes to the right specialist agent. Self-corrects on user feedback.
AI IMPLEMENTATION FOR REGULATED FINANCE
We help your firm become AI first.
Most firms know AI matters. Few know where to start. We start with your work, set it up for you, and stay while your people learn it.
We listen. We implement. You own it.
Three layers of work. Methodology, not magic.
01
We listen
We spend time with the people who do the work, look at how it runs today, and agree where AI helps most.
02
We implement
We set it up around the way your firm already works, inside your own systems, connected to what you already use.
03
You own it
We train your people on their own work and stay close through the first months. Then we hand over.
THE LEOPOLDO FRAMEWORK
Proprietary framework, purpose-built for Claude Code and Cowork.
Orchestration, quality gates, and preference learning composed for finance teams.
PILLAR 02 · CODIFIED EXPERTISE
Codified method
Years of finance, advisory, and compliance expertise codified as composable capabilities. Versioned, tested, audited.
Quality Agent
Safety Agent
Audit trail
Quality gates
Quality Agent reviews completeness. Safety Agent enforces compliance. Block bad output before it reaches users.
Composable domains for regulated finance.
Every team gets a different mix. We compose the domains that match your workflow.
Deal Execution
IC memo, DD, LBO model, valuation. From sourcing to close.
Investor Reporting
Quarterly letters, capital calls, distribution notices. Branded, audit-trailed.
Due Diligence
Financial, commercial, legal DD. Structured outputs across every analyst.
Portfolio Monitoring
Performance tracking, value creation plans, board prep. Always current.
Fund Administration
NAV, subscriptions, redemptions, distribution waterfall. Always reconciled.
Compliance & AML
KYC, sanctions screening, MiFID II, regulatory radar. Audit trail by default.
Market Sizing & Research
Competitor scans, sector deep-dives, M&A activity. Structured intelligence.
M&A Advisory
Pitch books, fairness opinions, sell-side process management. End-to-end.
Your engagement gets the domains your work actually needs, and no more. Not an off-the-shelf product.
Built for the teams that run regulated finance.
PE/VC funds, asset managers, family offices, advisory boutiques. Different workflows, same rigor.
FLAGSHIP
PE / VC Funds
Cut DD time, structure IC memos, accelerate deal cycle. From sourcing to close.
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Asset Managers
Fact sheets, rebalance commentary, regulatory reports. UCITS-ready by default.
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Family Offices
Wealth structuring, succession, portfolio monitoring. Senior advisor in tools.
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Real Estate Funds
Underwrite faster. Asset management with audit trail. INREV ready. From sourcing to disposition.
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Consultancy
M&A advisory, fairness opinions, sell-side process. Engagement-grade output.
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Built for how regulated finance actually works.
Trust via methodology and architecture, not via badge wall. Compliance is engineered into how we deliver.
Built by experienced finance and technology operators. Deliverables we sign carry a public audit ID your compliance team can check without an account, at leopoldo.ai/trust.
Customer data sovereignty
Your data stays in your Claude Cowork workspace. We never copy it to our systems. Your Anthropic relationship governs residency.
Audit trail by default
Every output carries a complete decision trail. Every reasoning step is traceable for compliance review.
Quality gates
Quality Agent reviews every output for completeness. Safety Agent enforces compliance flags. Bad output never reaches users.
EU-resident infrastructure
Our operational systems (licence and audit records) run on Frankfurt servers. No Leopoldo data ever leaves the EU. GDPR-compliant by design.
Buying the software is the easy part.
Most firms already have Claude. What is missing is someone who knows your work, sets it up properly, and stays until your team uses it.
We know your work
We have already built how a fund, a family office and an M&A team work. You do not start from an empty page.
We set it up for you
We build it around the way your firm already works, inside your own systems. Your data stays where it is.
We stay
We train your people on their own work and we are there for the first months. Then you carry on without us.
TALK TO US
Talk to us about your workflow.
Pricing and scope discussed in a 30-minute discovery call. No cold outbound, no demos, no pitch deck. A conversation about your team.
30 minutes · No commitment · Direct conversation