// questions we hear
- Our positions are spread across three custodians, a prime broker, and a spreadsheet. How do we get one clean, live view?
- LP reporting takes two weeks every quarter. It's mostly copying data between systems. Can this be automated end-to-end?
- Our analysts spend half their day on data prep and earnings summaries. Can AI take that over, and how do we trust the output?
- We want to use AI to synthesize research — filings, transcripts, news — but don't know how to build something reliable enough to act on.
- We're paying for Bloomberg and Advent but still working in Excel. What would it actually take to build something custom that fills the gap?
// how cordant helps
We build AI-powered research and data workflows grounded in how investment teams actually work — not generic automation demos. That means AI agents that synthesize earnings calls and filings into structured outputs your analysts can act on, automated LP reporting pipelines that eliminate the quarterly assembly process, and custom portfolio dashboards that consolidate data from every feed into one clean view. We engage at the level of someone who's done the underlying investment work — because we have.