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DeltaDesk
DeltaDesk AI

We don't sell the AI dream. We deliver the AI results.

Practical solutions with measurable ROI, from a team that has delivered for real firms in the real world.

Book a DemoExplore Capabilities
  • Enterprise Ready
  • Institutional Security
  • Database First
  • Human Verified
Track Record

AI isn’t new to us.

Two decades of machine learning, delivered inside Wall Street’s most demanding firms.

Delivered for

  • Asset Managers
  • Family Offices
  • Leading Institutional Investment Databases
  • 20+

    Years of ML & data engineering

  • 20x

    Typical client return on investment

  • $30B+

    AUM at a single fund client

  • 100%

    Database-focused & auditable

The Gap

Everyone has an AI strategy. Few have the experience to deliver it.

  • 01

    Generic AI, generic answers

    Models without your governed data guess. In this industry, guessing is a liability.

  • 02

    Tools that don’t fit the workflow

    Off-the-shelf AI ignores how funds actually operate — accounts, mandates, compliance, reporting.

  • 03

    Diligence-grade expectations

    Investors, auditors, and regulators will ask how it works. The answer has to hold up.

Engagement

A measured path to production.

We start where the risk is lowest and the data is clearest, expanding only after each milestone has proven measurable value.

DocumentsCRMResearchComplianceAnalysis
Stage 012–3 weeks

Discover

We map your data, workflows and constraints, then agree where AI creates real, defensible value.

  • Understand workflows
  • Audit existing systems
  • Identify bottlenecks
  • Prioritise high-value AI opportunities
AnalysisAICoreWorkflowEngineHumanApprovalIntegrations
Stage 026–10 weeks

Build

We design governed AI workflows and integrate them into the systems your team already runs on.

  • Design AI workflows
  • Build governed AI systems
  • Integrate with existing infrastructure
  • Validate with real business data
DashboardsAgentsMonitoringAPIsBusiness UnitsAICore
Stage 03Ongoing

Scale

We move it into production, extend it across your team and monitor it throughout.

  • Deploy to production
  • Monitor continuously
  • Expand to additional workflows
  • Long-term optimisation and partnership
Capabilities

Enterprise AI, built for every workflow.

Three layers that compound — the foundation that makes your data usable, the systems built on it, and the agents that act.

Production

AI Solutions

Intelligent search, extraction, classification and reporting — embedded where your team already works and grounded in records you control.

  • Documents
  • Extraction
  • Classification
  • Validation
  • Reporting
50%Review headcount removed at a global bank

Autonomous

Agentic AI

Agents that don’t just answer — they plan, act across your governed systems, and hand off to your team at the right moments.

  • Research
  • Compliance
  • Portfolio
  • Reporting
  • Human approval
100%Actions logged, permissioned and reversible

Foundation

AI Readiness

Vector databases, embeddings and model training that turn your firm’s data into something an AI system can actually reason over.

  • Data sources
  • Governance
  • Embeddings
  • Vector store
  • Integrations
$30B+AUM running on infrastructure we built
How It Works

Database-focused, by design.

Reliable AI is built from the data up. Each stage is inspectable, so you can show exactly how an answer was produced.

Stage 01 / 04

Your data

Funds, accounts, documents, market data

Stage 02 / 04

Embeddings & vector database

Your knowledge, made retrievable

Stage 03 / 04

Model training & retrieval

Models tuned on your domain

Stage 04 / 04

AI & agents at work

Inside your actual workflows

Enterprise Technology

Built for the frontier.

MCP is now the standard connecting AI to systems. We build custom MCP servers around your data, so any AI model can connect.

Model Context Protocol — backed by

  • OpenAI
  • Google
  • Anthropic
  • Amazon
  • 01

    Custom MCP Servers

    Purpose-built servers that plug Claude, ChatGPT and other LLMs directly into your websites, databases and internal systems.

  • 02

    LLM Integrations

    AI delivered inside the tools your firm already uses — Claude, ChatGPT and custom platforms — under your controls.

  • 03

    Fine-Tuned Models

    Publicly available models fine-tuned on your data. Specialised models now routinely beat generic frontier models — and you own the result.

Case Studies

Results, on the record.

Two decades of machine learning delivered inside firms that do not tolerate guesswork. A selection of outcomes — anonymised, as our clients require.

  • Recent Work01 / 03

    One of the leading institutional investor databases

    Institutional investor intelligence, searchable by meaning.

    AI shipped inside a live, revenue-generating product

    • AI on a proprietary dataset

      Embeddings and vector search applied to a market-leading institutional-investor database.

    • Search by meaning, not keywords

      Users find the right investors by intent and mandate — not just filters and exact matches.

    • Delivered in a live product

      AI capabilities shipped inside a revenue-generating platform, not a proof of concept.

    The Challenge
    Keyword search across a market-leading investor database could not answer what users were actually asking.
    Outcome
    Embeddings and vector search delivered inside the live product, so users find the right investors by intent and mandate rather than exact matches.
  • Recent Work02 / 03

    A $30B+ AUM liquid alternatives fund

    $30B+

    in AUM, running on infrastructure we built

    • AI at institutional scale

      AI delivered inside the data and operations infrastructure of one of the largest liquid alt managers.

    • Standards that hold up

      Accuracy, auditability and security first — the same bar as the fund’s trading and reporting systems.

    • Proof it scales

      Evidence our AI work performs in the largest, most demanding fund environments.

    The Challenge
    AI had to meet the same bar as the fund’s trading and reporting systems, not sit alongside them.
    Outcome
    AI delivered inside the data and operations infrastructure of one of the largest liquid alt managers — accuracy, auditability and security first.
  • Past Work03 / 03

    A global investment bank

    50%

    reduction in team headcount required

    • Compliance, automated end to end

      We streamlined and automated an internal compliance system across the firm’s workflows.

    • Half the headcount, same coverage

      Manual review was replaced by automated checks, letting the team operate at 50% of prior headcount.

    • Built for a regulated environment

      Permissioned, fully auditable workflows engineered to hold up to compliance and regulatory review.

    The Challenge
    Manual compliance review across the firm’s workflows scaled only with headcount.
    Outcome
    An internal compliance system automated end to end, with permissioned, fully auditable workflows — the same coverage at 50% of prior headcount.
Security

AI opens a new attack surface. We defend it.

Generic AI exposes doors most tools never had to think about. We treat model security the way we treat trading systems — as infrastructure that has to hold up under scrutiny.

  • 01 / 06

    Permissioned by default

    Every agent and query runs under your existing access controls — no path to data a user could not already reach.

  • 02 / 06

    Layered injection defence

    Inputs, tools and retrieved context are treated as untrusted and constrained — the model cannot be talked out of your controls.

  • 03 / 06

    Fully logged & reversible

    Every action is recorded, attributable and reversible. Nothing happens in your systems that you cannot trace or undo.

  • 04 / 06

    Encrypted and isolated

    Data stays encrypted in transit and at rest, and can run inside your own cloud or VPC — it never has to leave your perimeter.

  • 05 / 06

    Traceable to the record

    Every output leads back to the governed data behind it, with lineage an auditor can follow.

  • 06 / 06

    Built to withstand audit

    Engineered to the same bar as the portfolio and trading systems we have delivered for two decades.

Swipe the timeline →

Team

The people behind the results.

Operators and engineers who have built and run institutional-grade systems — not a lab, a delivery team.

  • Josh Jennings

    Josh Jennings

    Founder & CEO

    Former hedge-fund CTO and award-winning programmer, building the databases, trading systems and AI/ML that stand up to audit.

  • Hillel Greif

    Hillel Greif

    Partner

    Operations leader with 25+ years in financial services, delivering complex initiatives at firms managing over a trillion in assets.

  • Emile Hoffman

    Emile Hoffman

    Chief Strategy Officer

    Fourteen years as Executive Director of Business Development at frog, driving growth and partnerships across global brands.

  • Suh Smith

    Suh Smith

    Principal Cybersecurity Advisor

    CISSP- and OSCP-certified security consultant leading penetration testing, cloud security and vulnerability management.

Get Started

Ready to put AI to work?

See what’s possible when the systems are right.

Let’s Talk
  • 20+ years on the desk
  • Database-first
  • Built for audit