- 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.
Instead of one monolithic tool, we compose domain-specific AI capabilities. Your team gets the composition that matches your workflow. Not an off-the-shelf product.
How we compose for typical clients.
Three real-world 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.
Implement. Maintain. Evolve.
A managed service motion. Each phase has a clear deliverable.
01 · 2-4 WEEKS
Implement
- Discovery: workflow audit, team mapping, current pain points
- Composition: domains selected, scope locked
- Deployment: installation inside your Cowork workspace
- Quality gates configured for your governance
- Team onboarding: 2-day workshop with key analysts
02 · CONTINUOUS
Maintain
- Continuous monitoring of every deployed domain
- Regulatory updates pushed automatically (MiFID, AML, GDPR)
- Audit trail collection for compliance review
- Quarterly business review for teams of 10+ seats
- Priority support via Slack or email, response within 4 business hours
03 · WEEKLY CYCLE
Evolve
- Weekly evolution cycle on Thursday
- Your system learns how your team works (preferences, terminology, brand)
- New skills released and tested before deployment
- Domain composition can be expanded as your team grows
- Performance metrics tracked and reported quarterly
Three ways to engage.
Pricing reflects composition, scope, and depth. Discussed in the discovery call. Cowork subscription paid directly to Anthropic, separate from Leopoldo.
Setup
One-time implementation fee
Workflow assessment, AI implementation, deployment inside your Cowork workspace, team onboarding, first 30 days priority support.
- Workflow audit
- Composition design
- Deployment + quality gates
- 2-day team workshop
- First-30-days priority support
Scope depends on number of domains and complexity.
Subscription
Monthly per-user fee
Continuous maintenance, regulatory updates, weekly evolution cycle, and ongoing support. Scales with team size.
- Continuous monitoring
- Regulatory updates
- Weekly evolution cycle
- Priority email + Slack support
- Quarterly business review (10+ seats)
Annual contract, auto-renew. Per-user pricing scales.
Custom Engagement
3-6 month bespoke
Advanced AI agent creation, custom MCP integrations, fund-specific skills and workflows. For flagship clients.
- Custom agent creation
- Custom MCP integrations
- Fund-specific skills
- Embedded delivery
- Dedicated engineer + handoff
Each engagement uniquely scoped. Capped at 1-3 per year.
Cowork subscription is paid directly to Anthropic. Your 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.