Applied AI for investment and advisory firms
See what AI
can do for your team.
We help you discover what is possible, experiment with options, design the change and implement it. Then we help your team learn to run it.
30 minutes. No preparation needed.
Start with the work.
- 01
Decide what is worth changing
Clarify where AI could genuinely improve the work, what should remain human and what should happen next.
- 02
Put the change into practice
Redesign the work and help implement a worthwhile improvement.
- 03
Build selectively
Prototype or build technology when software is genuinely the right answer.
Scope and price agreed before work begins.
The work, specifically.
Repeated work where AI either holds or it does not, ordered by what it needs access to. Work that begins with the firm's own material comes first; live deal data is earned.
One loop, six rooms
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Investor questions, answered once
Fund managers and investor relations
Each DDQ arrives in whatever format the investor chose, gets split across compliance, operations and IT, and someone hunts old answers through past submissions. Redesigned: drafts start from one approved library, every edit leaves a compliance trail, and each accepted answer feeds the next.
In the room: AIMA and ILPA templates · Ontra · DiligenceVault · SharePoint
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Proposals that reuse the last win
Advisory and corporate finance teams
The tender lands, go or no-go gets called, and bid writers rebuild credentials, case pages and CVs from the last deck and the SharePoint graveyard. Redesigned: wins, sections and CVs captured once and reused, with every submission feeding the library instead of the pile.
In the room: QorusDocs · Loopio · Flowcase · SharePoint
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Research that compounds
Investment and research teams
Expert calls, transcripts, broker notes and models get synthesised once, filed by personal habit in OneNote and shared drives, then redone when the analyst leaves. Redesigned: one working memory that keeps the reasoning, including why the firm passed, so the next person starts where the last one finished.
In the room: AlphaSense · Tegus · DealCloud · OneNote
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Client reviews without the night before
Wealth and advice teams
The pack means chasing valuations across platforms, re-keying between the back office, the risk profiler and the cashflow tool, then a long suitability letter after the meeting. Redesigned: the pack assembles from systems the firm already runs, the meeting becomes the file note, and the letter arrives as a draft.
In the room: Intelliflo · Xplan · Dynamic Planner · Voyant
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Data rooms read overnight
Deal teams
The index gets mapped against the request list in a spreadsheet, documents split across workstreams, and juniors read for red flags while the Q&A log fills. Redesigned: an agent makes the first pass overnight and drafts the issues list with a citation for every claim. Partners keep the judgement.
In the room: Datasite · Intralinks · iDeals · the request-list spreadsheet
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Committee packs assembled, not typed
Investment committees
The pack gets stitched from the model, the data room and the diligence reports, usually on a Sunday night, while prior committee decisions live in email and memory. Redesigned: the pack assembles from its sources with every figure pinned, and past reasoning sits where the next deal can find it.
In the room: Word · PowerPoint · Excel · the deal CRM
Owned, not rented
Some of this can be yours outright. When the data cannot leave, we build the local version: a private answer library, meeting notes that never leave the building, search across the firm's own files. Built selectively, owned by you, stewarded with us.
Your version of this work will differ. That is what the first call is for.
Our ethos
AI pays off when people can use it well. The more capable the team becomes, the more value the organisation can keep.
The common response
Add tools. Hope usage becomes value.
Ours
Redesign the work. Help people make the change stick.
How we work
Stay with the change, not just the recommendation.
We advise on where AI genuinely helps, redesign the work around it and help put the new way into practice. When software is the right answer, we build selectively.
Software follows the work.
CURN is developing software around capturing and reusing useful ways of working. The direction is shaped by problems that repeatedly prove valuable through implementation work, and designed around the AI tools teams already have.
Capture the work
The intended flow begins with someone doing the job in their own tools. A draft method is captured for review, without asking them to write a manual.
Make the method reusable
Once reviewed, the method can become a clear guide that another person can follow, with approvals and human judgement kept visible.
Keep the contribution chain
As methods are shared and improved, the product direction preserves who contributed what, so people—not software—decide what to reuse.
Curiosity, rewarded.
Our endorsements
“Working with CURN changed how I think about what AI adoption looks like in practice. I had assumed the work would require a team, but they got to grips with the process, saw where AI could genuinely help and carried it through to a finished result. It showed me that the bigger opportunity isn’t simply doing the same tasks faster. It’s changing how the work gets done.”
“We came to CURN to understand how AI could help with our marketing and online presence. They helped us move quickly from discussing the options to doing the work. On our website build, their advice on AI tools and workflows helped us translate an idea into a fully working, published site in less than a day, and we no longer needed the slower, more expensive workflows and tools we had planned. We left knowing how to continue with the approach ourselves.”
What you might ask before we start.
Your first conversation is about the work, not a software demonstration. These are the questions we normally resolve with you.
What kind of work does CURN take on?
CURN combines practical advice with hands-on implementation. Work can begin with a decision, a stuck piece of work or something that may need building. We agree the boundary before beginning.
Where could an engagement start?
With a short piece of advice, a defined implementation project, a selective build or ongoing support. We agree the right shape, boundary and next decision before work begins.
Is CURN advisory or software?
CURN begins with advice and implementation. Software is used or developed only where it is genuinely the right answer. Product work follows problems that repeatedly prove valuable through delivery.
Who will I work with?
You’ll speak directly with the people who’d do the work, about the problem and whether CURN is the right fit.
Do you need to replace the AI tools you already use?
No. CURN works across the tools your teams already use. We improve your workflow around them and keep useful methods portable instead of locking you to one provider.
How long could your first engagement take?
Timing follows the work. We agree the scope, timing and price before beginning, then keep the boundary visible as the work progresses.
How would your engagement be priced?
Around the engagement, not the seat. We agree scope and price up front, so you know the commitment before beginning.
How will CURN handle your sensitive workflows and data?
We agree scope and data boundaries with you before work begins. CURN protects your product data in transit and at rest, with further detail set out in our privacy policy.
Read the privacy policy →Start with the problem.
Bring a decision, a stuck piece of work or something that may need building. We can work out whether CURN is the right fit.
30 minutes. No preparation needed.
You’ll speak directly with the people who’d do the work.