- Deal Execution
- Due Diligence
- Portfolio Monitoring
- Investor Reporting
- Compliance & AML
5 core domains. Adds Corporate & M&A Legal for in-house counsel needs.
HOW WE WORK
Composable AI for regulated finance.
We bring what we have already built, fit it to your team, your data and your regulator, and stay while your people learn it. Not a product off the shelf, and not a build from scratch.
How we compose for typical clients.
Three illustrative compositions. Yours will be different. We tailor it during the discovery call.
- Wealth Structuring
- Portfolio Monitoring
- Investor Reporting
- Real Estate Investing
4 domains. External counsel handles regulatory compliance separately.
- Deal Execution
- M&A Advisory
- Due Diligence
- Contract Management
- Market Sizing & Research
5 domains. Market Sizing captures sector research across mandates.
We listen. We implement. You own it.
We look at how the work runs today before we build anything. That is what tells us what you need and what it costs.
PHASE 01
We listen
- Time with the people who actually do the work
- A clear picture of how the work runs today
- Agreement on where AI helps, and where it does not
- A note of where you stand now, so we can show what changed
PHASE 02
We implement
- Set up around the way your firm already works
- Inside your own systems, connected to what you already use
- Your name and your formats on everything that comes out
- Tried on your own real cases before anyone relies on it
PHASE 03
You own it
- Training on your team's own work, not on features
- A short guide your people keep
- We stay close through the first deliverables that go out
- Results shown against where you started
The project, then the mandate.
A project to put it in place, then a mandate for as long as your team needs it. Your Claude licence stays a direct agreement between your firm and Anthropic.
The project
One-time implementation
Design, implementation and adoption. It ends when your team is working the new way on its own.
- Process mapping and domain selection
- Deployment inside your workspace
- Your brand on every output
- Team training and operating guide
- Twelve months of quarterly updates included
Team of up to five. Larger teams scoped individually.
Temporary AI Manager
Fixed term
A dedicated person stays with your team while the new way of working takes hold.
- Priorities agreed with your team
- Improvements put in place
- Testing and refinement
- New opportunities identified as they come up
Six or twelve months, renewable.
Custom work
Scoped, then quoted
Bespoke agents, integrations with your systems and workflows specific to your firm.
- Bespoke agent creation
- Integrations with your systems
- Workflows specific to your firm
- Embedded delivery with handoff
Priced after the design phase.
Claude Cowork subscription is paid directly to Anthropic. Your Claude Cowork tenant, your billing relationship with Anthropic. Always separate from Leopoldo.
COMPOSE YOUR ENGAGEMENT
Talk to us about your composition.
30-minute discovery call. We discuss your team, your workflow, and which domains compose for you. No demo, no pitch deck. A conversation about your operations.