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Highlights from the past quarter

A practical guide to building agentic AI products
Agentic AI is the latest buzz in tech, but it’s more than just an API call to a magical intelligence. These systems are complex, combining multiple specialized models to achieve specific goals. In this guide, we explain what Agentic AI (or “Multi-Agent Systems”) is and how to design and build these innovative products.

Investing in product discovery can save resources and drive sales
In 2024, we focused on improving the way we do product discovery to maximize the commercial success of our clients’ products. Last quarter, we launched the MVP of Sett, a tool for M&A teams to quickly find and reuse slides. During discovery, we identified a key product pivot that saved our client hundreds of thousands by avoiding building unnecessary features. The users we involved in the discovery process also became early leads, generating traction before launch.

Growing our presence in the New York FinTech scene
We have been steadily expanding our presence in New York and are proud to partner with some of the most innovative companies transforming financial services. Our work is reshaping investing in private markets, digitizing workflows in public markets, and creating efficiencies using AI within the world’s leading investment funds. If you know someone we should connect with, please reach out to Theo, our co-founder overseeing business development in New York.
Featured portfolio client

Capital Markets Gateway
The CMG team recently redesigned their website and has been gaining significant momentum. They reached a major milestone with the largest deal on CMG XC, generating $8.5 billion in proceeds. As the first US equity capital markets platform offering direct buy-side and sell-side connectivity, CMG XC is transforming the capital markets ecosystem.
Portfolio clients in the news
NASDAQ Private Market
NASDAQ Private Market Unveils SecondMarket™ Employee Direct - Yahoo!Finance
Lluna
- The Best Answer, Inc. Acquires Lluna, Inc., Expanding Its AI-Powered Culture Success Platform - PR Newswire
Blue Owl
Led Group Lands $600 Million Financing for CoreWeave Data Center - Bloomberg
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