For Enterprises

AI Deployed Inside the Institution

A forward-deployed operating layer that installs frontier AI into deal workflows, grounded in a context graph of the institution's own documents, data, and decisions.

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The Platform

How Qofi Operates Inside the Firm

From board-level strategy to custom agents, the infrastructure to scale them, and the rollout that makes them stick.

01

AI Business Strategy

Board-level vision, AI education for leaders, ROI models, and roadmaps matched to the institution's challenges and ambitions, in as little as two weeks.

02

Custom AI Solutions

AI agents built to drive competitive advantage, take out cost, and open new opportunities, developed safely, at scale, and integrated into the firm's environment, typically in production in under twelve weeks.

03

Enterprise AI Infrastructure

The enterprise technology and skills to scale AI across the business, AI architecture, evaluations capability, agentic frameworks, and knowledge pipelines, with support to grow AI teams, governance, and in-house skills.

04

Adoption and Rollout

Playbooks, training, and enablement that turn frontier models, code agents, and custom AI into long-term value across the organisation.

Enterprise Solutions

The Platform and the Technology

Platforms
AI Business StrategyWhere AI compounds value across the institution, sequenced into a roadmap.Custom AI SolutionsBespoke agents and workflows built for the desk's specific mandates.Enterprise AI InfrastructureSecure, in-perimeter foundations for running frontier models on firm data.Adoption and RolloutChange management and enablement that gets desks using AI in production.
Technology
Context GraphThe governed knowledge layer under every agent.Workflow AgentsSpecialized agents that run deal workflows end to end.Generate DocumentsMemos, decks, and diligence drafted from the graph.Integrations & MCPConnect the firm's systems through a governed protocol.Agent TemplatesPre-built starting points for common finance workflows.Knowledge HubsCurated, queryable knowledge surfaces for every team.
Enterprise-Grade AI Brain

One Engine Across the Entire Institution

A custom-built brain wired to every function, skill, tool, and person, with information sharing and permissioning governed down to the individual.

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Marketing
Growth
Investment
Compliance
HR
Operations
Legal
Risk
Sales
Strategy
Research
Treasury
Audit
IT
Qofi Origin
Functions
Skills
Agents
Tools · MCP · Software
People
The Context Graph

Every Document, Deal, and Decision, Connected

Qofi builds a living context graph of the institution, mapping its filings, models, memos, counterparties, and precedents into one structured layer that every agent reasons over.

Grounded in the Firm's Own Data
Connects to document stores, deal systems, CRM, and market data behind the firewall, nothing leaves the perimeter.
Entities and Relationships, Not Just Text
Deals link to counterparties, models to assumptions, memos to precedents, so answers carry their provenance.
The Substrate Every Agent Shares
Workflow agents, document generation, and analysis all read and write the same governed graph.
Context Graph · Live
FilingsModelsCRMMarket Data
In-Perimeter
Forward-Deployed

A Deployment, Not a License

Qofi embeds inside the institution and ships working AI into live workflows, operated by ex-finance engineers, governed by the firm, measured against production outcomes.

01
Map the Workflows

Forward-deployed engineers sit with the desk to find where judgment is repeated and where AI compounds value.

02
Build the Context Graph

Connect the firm's documents, models, and systems into one governed layer, entirely inside the perimeter.

03
Deploy Agents Into Production

Agents run live workflows under desk supervision, with every output traceable to its source in the graph.

04
Measure, Govern, Expand

Track outcomes against production benchmarks, hold every agent to the institution's standards, and scale to the next desk.

Data Integrations

Connected to the Tools the Desk Already Runs

The context graph plugs into the institution's existing data, research, and workflow systems, no rip and replace.

Amazon Web ServicesAnthropicAxioma by SimCorpBarra by MSCIBloombergDaloopaDatabricksEnfusionFactSetFlexTradeGoogle Cloud PlatformHedgeservLinearMicrosoft 365Microsoft AzureMorgan StanleyOpenBBPitchBookPower BIS&P GlobalSlackSnowflakeTableau
Security

Deployed Inside the Perimeter

Qofi runs within the institution's own environment. Client data is never training data, tenants are isolated, and every action is logged and auditable.

Learn more about security
In-Perimeter Deployment
Client Data ≠ Training Data
Tenant Isolation
Full Audit Trail
The Last Mile
“The primary obstacle to AI progress is rarely model quality or data availability, but rather the last mile of transformation, where technical capability must meet organizational design.”
Harvard Business Review
On the last-mile problem in enterprise AI

Put Frontier AI to Work Inside the Firm

A forward-deployed engagement, grounded in the institution's own context. See it on the desk's workflows.

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