An intelligence layer that enriches any entity — a deal, an asset, a sponsor, a borrower, a counterparty — where every datum arrives carrying its lineage, confidence, and information-barrier status. By construction, not by clean-up.
Beachhead: real-asset & SMSF diligence — where the data moat, the licences, and the Cotality / RP Data backbone already live.
Friction here is a feature: access is granted, not self-served. We meet the bar institutions are required to hold.
Sales tools optimise for reach and speed — provenance is exhaust, because no one asks a rep to defend an email's chain of custody. Capital markets inverts every term. The plumbing of lead-gen is the product here.
Same primitives. Opposite gravity. In capital markets, rigour is paid for and provenance is mandatory.
Not a report you assemble at the end — a guarantee the data structure carries from the first field.
The same waterfall enrichment and agentic research, aimed at a world where the answer must hold up.
Source real-asset and private-market opportunities by signal, not by list. Each candidate arrives pre-scored on readiness, with the evidence behind the score attached, so the desk spends its hours on the deals that survive a second look.
Codify the desk's diligence as a reusable playbook. The analyst mines public record, filings, and licensed sources for each line item — and where it can't find ground truth, it says so, instead of filling the gap with a plausible guess.
Beneficial-ownership chains, PEP and sanctions context, source-of-funds signals — each assembled with the lineage a regulator expects. The barrier status of every input is explicit, so the file is defensible the day it's questioned, not reconstructed under pressure.
The living-system thesis, pointed at risk: event-triggered monitoring across the book. A covenant signal, an ownership change, a freshness decay on a key field — the dossier updates itself and tells you which positions just changed, with the evidence.
Profile a sponsor, borrower, or counterparty across record, litigation, and reputational signal — with every input's provenance and barrier status intact, so the risk view is one you can put in front of an investment committee without a caveat about where it came from.
Ask in plain language. What comes back isn't an answer — it's a defensible one.
One field carries source, confidence, freshness, and barrier status. Multiply by the dossier — that's the audit trail, generated, not assembled.
Illustrative. Figures bracketed [[ ]] are placeholders — the structure is the point.
Buy from many data vendors under a single agreement, the way a marketplace does. The difference: nothing loses its lineage on the way in. Each value keeps its source, confidence, freshness, cost, and lane — permanently.
The agentic researcher, recast as a junior analyst with discipline: it mines the web and licensed record for the data points a playbook needs, calibrates its confidence honestly, and abstains rather than fabricate. Its output is meant to be defended.
The clean/restricted lane split isn't a setting — it's the architecture. The barrier finance is legally required to maintain is the same firewall the engine runs on. What can't cross, structurally cannot. This is the moat.
Recipes become diligence playbooks; the living-system loop becomes event-triggered deal and risk monitoring. The dossier doesn't go stale on a shelf — it watches its own inputs and tells you when a decision's basis has changed.
In a market built on trust you can't re-earn, the discipline that protects you is the same one that differentiates you. So we state the line plainly — and we sell only what's on the right side of it.
The firewall stopped being an architecture decision. It became a brand boundary.
Real estate is a capital-markets asset class with retail flow — which is why we start where we already hold the data, the relationships, and the SMSF edge.
The beachhead. We own the data moat, the Cotality / RP Data backbone, and the engine. Provenance pays for itself here first.
The same provenance-grade layer, generalised to the deals and counterparties where rigour is mandatory and paid for.
Provenance-carrying entities clear once, to one accountable buyer. The intelligence layer becomes the rail beneath it.
"Clay for capital markets" is the door. Provenance-native is the room.
We built for proof. If you run an origination, diligence, or risk desk in real assets, let's put a defensible dossier in front of you.