Finance
Finance teams read filings and agreements for the same clauses, rebuild the same risk tables every month, and reconcile numbers by hand. DF1 builds document assistants and decision models where every figure and every answer traces back to a source.
COOs, heads of operations, portfolio managers and compliance officers at RIAs, family offices, small funds, lenders and fintech back offices.
Questions over 10-Ks, credit agreements and side letters, answered with the clause cited.
Documents read and checked against your checklist, with exceptions routed to compliance.
Risk-adjusted statistics across a portfolio, computed by a tested API and presented in one view.
Positions, transactions and statements matched across systems, with breaks listed and explained.
Terms extracted from agreements and checked against current data on a schedule.
Finance engagements start with a Discovery Sprint on one report or one document set: a decision model in the TickerScope pattern, or a Document Intelligence over your agreements.
Discovery Sprint: two weeks, $4,900 fixed. Credited in full against a Build that starts within 60 days.
Every figure traces to its input data and the method that produced it, in the interface and in the documentation.
Models describe risk and return under stated assumptions. Decisions and suitability stay with your firm.
Inputs, versions and outputs kept, so a report can be reproduced for a regulator or an investor.
Document Intelligence
LiveAnswers questions over statutes and contracts with the source passage for every claim, and declines when the text does not support an answer.
Decision Models
Wakes on demandCompares stocks and ETFs on risk-adjusted terms in one view, with the statistics computed by a separately tested API.
Data Platform
LiveA migration verified by source-to-target parity tests, and a map of more than 35,000 seller-to-buyer trade routes.
No. DF1 builds tools that compute and explain; it does not recommend securities or manage money.
Yes, with citations to the clause. Agreements stay in the storage you choose, and models are used under terms that exclude training on your data.
Assumptions are stated, accuracy is measured on held-out data, versions are logged, and limits are shown in the interface.
Yes. Inputs and model versions are kept with each run, so the same report can be rebuilt.
Describe the process and the data. A reply comes within one business day, from the person who would do the work.