Factsheet refresh due across 12 funds.
BEFORE
Six analysts, six voices, six rounds of senior review. Two days of formatting alone.
WITH LEOPOLDO
Drafted from positions overnight. PM reviews variances. Published Wednesday morning.
FOR ASSET MANAGERS
Fund operations, codified.
Every fund report sounds like the same fund. Compliance trail by default. Audit-ready outputs across the book.
Every fund report sounds like a different fund.
Reporting is fragmented across systems and analysts. Voice drifts. Numbers conflict between deck and PDF. Compliance reviews catch the same issues every quarter.
The work
Without Leopoldo
With Leopoldo
Factsheets
Factsheets
Three templates, six analysts, one voice.
One template, one voice, twelve funds. Variance flagged before review.
Compliance reviews
Compliance reviews
Fixes the same issue every quarter.
Quality gates block before publication. Issues never recur.
Performance commentary
Performance commentary
Senior PM rewrites every line.
Drafted from positions and benchmarks. PM edits, not writes.
Regulatory filings
Regulatory filings
Manual extraction from books.
Templated against framework rules. Tracked. Auditable.
Client letters
Client letters
Inconsistent across funds and channels.
Same voice. Same disclosures. Faster turnaround.
Built for an ETF technology issuer.
Five domains for fund operations and reporting. Two left out of scope.
COMPOSEDFund Reporting
COMPOSEDCompliance Reviews
COMPOSEDPerformance Commentary
COMPOSEDRegulatory Filings
OUT OF SCOPEDeal Execution
OUT OF SCOPEWealth Structuring
Three moments. Same week.
Quarter close, factsheets, regulatory filing. Same standard, lower lift.
Compliance review on a marketing piece.
BEFORE
Caught the same disclosure issue as last quarter. And the one before.
WITH LEOPOLDO
Quality gate blocks pre-review. Senior compliance signs off in the same session.
Regulatory filing window opens Monday.
BEFORE
Manual extraction across systems. Reconciliation by hand. Late nights.
WITH LEOPOLDO
Templated extraction. Reconciliation auto-flagged. Filing packet ready for sign-off Friday afternoon.
Eighteen months of proprietary IP.
Codified expertise, orchestrated agents, quality gates by design. Purpose-built for Cowork in regulated finance.
Agents that compose, not chat.
Specialised agents trigger each other across the workflow on a shared record.
Codified, not improvised.
Eighteen months of proprietary methodology for regulated finance.
Audit-ready by default.
Three quality gates run on every output before it reaches a human reviewer.
Compliance is not a fold. It is the default.
Servers and backups in Frankfurt. Audit trail on every output. Quality gates enforce disclosure rules before publication.
Data sovereignty
Inside your Cowork workspace. Your data stays your data.
Audit trail
Every output traceable. Sources, agents, gates passed.
Quality gates
Risky outputs blocked before they reach humans.
EU residency
Servers and backups in Frankfurt. Human-in-the-loop on sensitive work.
TALK TO US
See it composed for your fund family.
30-minute discovery call. Pricing and scope discussed there.