Contact salesTry Claude
1 min read

Key implementations by strategy

1 min read
40 min remaining

The team pages that follow apply to every kind of firm. This page shows what is specific to each kind of firm.

Where to start with Claude depends on where a firm’s people spend their hours. Each kind of firm also has processes the others don’t.

STRATEGYWHERE TO START WITH CLAUDEDISTINCTIVE PROCESSES
Fundamental long/short and multi-managerCoverage models in Excel, overnight earnings work, the portfolio manager’s morning brief.Skills and memory are kept separate for each pod, so each team’s context stays its own.
Quantitative and systematicClaude Code inside the research codebase.Agent fleets that propose, implement, and score signals. Papers replicated on internal data.
Market making and high-frequency tradingEngineering, incident investigation, post-trade analysis.Forensics over logs and tick data. Agents stay out of the latency-critical path.
Digital assetsEngineering, smart-contract review, exchange-versus-chain reconciliation.On-chain data treated like any other market data. Unsigned transactions decoded and simulated, so the signers can see what they’re approving.
Event contractsContract resolution, cross-venue pricing, newsflow.Reading each contract's rules and resolution source.
Private equityData-room reading, the deal model, the investment-committee memo.Portfolio monitoring across companies, and bringing the firm’s playbook into the portfolio companies.
Private creditFinancial spreading, the credit model, the credit memo.Covenant and borrower monitoring across the book, with each amendment and waiver request read against the original terms.
Venture and growthSourcing, founder and market diligence, portfolio KPI roll-ups.Turning sparse, messy company data into a comparable view.
Wealth management and financial advisorsClient review prep, portfolio reporting, meeting notes, and follow-ups.A brief on each household before the meeting, drawn from holdings, the financial plan, and the CRM.