Research systems and software for investment teams.

Make better investment decisions with less work.

Send me a problem

Some of the problems I work on

The systems around research can shape what the team is able to do and how much work it takes to do it well.

Research inputs don’t form a coherent working process

News, filings, specialist sources and vendor tools may all contain useful information. Turning them into a usable view around the team’s actual questions can still require a lot of manual assembly.

Previous research is hard to carry forward as things change

New evidence matters in relation to what the team already believed. If prior conclusions, assumptions and context aren’t preserved clearly, updating the view can mean reconstructing the analysis first.

Important parts of the reasoning may never become explicit

Research can reach an answer without clearly representing the assumptions and comparisons behind it, or how the evidence supports it. That can make it harder to know what should actually change the view when new evidence arrives.

The team could be doing research its current systems make impractical

Some questions are worth asking but impractical to pursue with the tools on hand. The right system can make that research feasible.

Useful models and tools need a dependable path into daily use

Promising prototypes and research workflows may still need data discipline, validation, integration and production engineering before people can depend on them.

What the work can look like

Sometimes I build a new internal tool.

Sometimes I connect or extend systems the team already uses.

Sometimes the useful work is making a research prototype dependable enough for daily use.

Work can include connecting research sources, preserving research context as evidence changes, building reliable data and model pipelines, or removing recurring manual steps in investment and operations workflows.

Not every problem needs custom software. Sometimes the better answer is an existing product, a simpler integration, or a workflow change.

How I usually start

The best starting point is a real workflow or problem.

  1. Send me the workflow

    Tell me what the team is doing today and where it becomes difficult, manual or unreliable.

  2. I’ll propose an approach

    If I think there is something useful to do, I’ll send back a short one-page view of the problem and how I’d approach it.

  3. Scope a first sprint

    If the approach makes sense, we define a bounded first piece of work.

    First sprints are generally $5–10k and are typically delivered over roughly two weeks.

Background

About fifteen years building production software, including as the first employee at DoltHub, in technical leadership roles, and running my own software business. I also build trading infrastructure and research tooling for my own use.

More about me

Have a workflow that should work better than it does?

Tell me what the team is doing today and where the friction is.

Send me the problem