Fund IntelligenceLevy Street

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A secure, agentic investment research platform for wealth management, public equity, and private markets teams that need faster synthesis, defensible outputs, and portfolio-relevant insight.

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The Challenge

Investment teams are under pressure to cover more companies, react faster, and satisfy stricter governance. Research reports, filings, transcripts, news, data rooms, and internal notes all matter, but the signal is scattered and hard to audit.

What We Built

Lucent orchestrates frontier models through purpose-built research agents, ingesting public and private sources, grounding outputs in citations, and producing editable research workflows for DCFs, comps, scenarios, alerts, and firm-specific reporting.

The Outcome

Lucent is live with New Zealand financial institutions, giving investment teams a governed research workspace built for institutional standards rather than consumer chatbot workflows.

Tech Stack
Next.jsNext.jsPythonPythonOpenAIOpenAIAnthropicAnthropicPostgreSQLVercel