The AI Integrated
Process Manager.
Your entire investment strategy pipeline, managed with AI.
Mandate checks · Trading costs · Unseen data
Research
Idea
The AI: Turns your idea into precise, testable rules.
Your team: Describe the idea and confirm the rules.
Data
The AI: Gathers clean data, as it was known at the time.
Your team: No manual data preparation.
Move from an investment idea to testable rules and clean data without separate handoffs.
Point-in-time data keeps hindsight out of the process.
Mandate checks · Trading costs · Unseen data
Guided development
Guided development
The AI: Builds the strategy and suggests improvements.
Your team: Choose which improvements to keep.
Test
The AI: Tests on unseen data, with real trading costs, at your fund’s size.
Your team: Review the results.
Build and test in one process, without waiting for an engineering rewrite.
Evaluate the strategy on data it was not built on, with costs and capacity included.
Risk analysis and guardrails
Risk analysis
The AI: Shows where the strategy fails, crowding, and what drives each decision.
Your team: Decide if the risk is acceptable.
Risk guardrails
The AI: Sets position sizing, limits, stop-losses and mandate rules.
Your team: Set your own limits.
Approval
The AI: Produces the evidence pack for your investment committee.
Your team: Approve or reject the strategy.
Risk review and committee evidence are part of the same workflow.
Limits and decision explanations are built in before capital is committed.
Crowding review required
Shared sector exposure identified. Review before approval.
Deployment
Deployment
The AI: Runs the same tested code live and prepares orders.
Your team: Confirm trades.
Take the tested strategy into your live environment without rebuilding it.
Keep tested logic and mandate rules together in production.
Monitoring
Monitoring
The AI: Checks weekly, alerts and explains changes.
Your team: Keep, reduce or stop the strategy.
Weekly checks surface changes without a separate reporting process.
Review changing risks with the explanation behind each alert.
Weekly monitoring review
Change detected · Decision explanation attached
Sector concentration has changed.
Review the affected positions and the drivers of the change against your mandate.
Hosted by Pouthon, or installed in your own systems.
Choose the environment that fits your fund. Run hosted by Pouthon or inside your own systems.
You stay in control.
Every decision stays with your team. Set the limits, approve strategies, confirm trades and decide how to respond to changes.
The AI does the work. Your team makes every decision.