We Build Personalized Research Infrastructure Behind Your Next 10 Years of Growth.
Facti Machina is a boutique research practice for active portfolio managers.
We build custom AI tools around your book and deliver on-call analysis — documented, defensible, ready before the next event hits. A portfolio‑native AI stack that watches your names, surfaces risk, and preps you for every trading day and client call.
Turn hidden research gaps into visible, better decisions.
Every active PM knows it’s there: the trade you made at 3:47 p.m. that would have been sharper with another hour of research. You never see the “what‑if” in a report, but over hundreds of days that invisible gap quietly erodes edge, conviction, and confidence in the book.
Facti Machina closes that gap by putting decision‑ready research on your names in your hands, exactly when you need it. Instead of another tool to learn, you get concise briefs, portfolio‑aware agents, and live dashboards that do the scouring and synthesis for you—so you enter each trading day better prepared, make calls faster, and spend more time on judgment instead of hunting for signal.
Use us to
Make better decisions, faster.
Every Facti Machina service turns primary-source filings into something you can act on — built around your book, your names, and your decisions, not a generic platform.
Research & tooling
Custom AI tools Turn fragmented research tasks into one portfolio-native AI layer. Full descriptionClose
AI copilots — chat interfaces, dashboards, and workflows — trained on your universe, your research, and your playbook. The thing you actually use every day, built around your book instead of forcing you into a generic platform.
Why it matters
- Spend less time hunting across terminals, email, and PDFs — and more time making calls, with everything in one place.
- Get answers that are actually portfolio-relevant, not generic market commentary.
- Standardize a repeatable, documented research process across your team without adding headcount.
- Reduce tool fatigue by wrapping fragmented tasks into one AI layer you actually use.
What's included
- Portfolio-native chat that answers using your tickers, notes, and research archive
- Live dashboards for dividends, events, and risk on your specific names and sectors
- Workflow automations that plug into your start-of-day routine — briefings, watchlists, alerts
- Guardrails for data sources, permissions, and compliance-friendly logging
On-call research Get decision-ready briefs when something moves, without losing your day. Full descriptionClose
Bespoke, AI-accelerated research for when something moves and you don't have hours to spare. When a merger drops, guidance shifts, or a rule changes, you get a concise, sourced briefing on what it means for your positions and your sector.
Why it matters
- Make intraday and near-term decisions with the context you wish you had time to assemble yourself.
- Move from reacting to headlines to acting on structured, portfolio-aware analysis.
- Free your own research time for deep work and thesis building instead of emergency fact-finding.
- Walk into IC and client conversations with sharper narratives and less scrambling.
What's included
- Scoped research requests on individual names, sectors, themes, or policy changes
- Decision-ready briefs answering "what changed, why it matters, what to watch next"
- Turnaround in hours, not days, with direct access to a human researcher
- Structured formats you can route to IC decks, client updates, or internal notes
Daily research automation Start every trading day already caught up and synthesized. Full descriptionClose
Automated AI briefings and workflows that start your day already synthesized. Instead of opening ten tabs and piecing together what happened, you get a structured, portfolio-aware view of overnight moves, key news, and upcoming catalysts — delivered the same way, every day.
Why it matters
- Start each trading day prepared instead of catching up — more time for decisions, less for headline triage.
- See patterns over time because the format is consistent: what changed, what didn't, where risk is building.
- Reduce the chance of missing a material item buried three pages deep in a generic recap.
- Give your team a shared picture of "what matters today," keeping junior staff focused on the right digging.
What's included
- Morning (and optional intraday) briefings filtered to your tickers, sectors, and factors
- Standardized templates: what moved, why, what's new in macro/regulation, what's relevant for your book
- Integration with your existing tools — email, Slack/Teams, research system, or dashboard
- Configurable watchlists, thresholds, and "must-see" themes per PM or team
- Logged outputs so you can track what was surfaced and how it evolved
Financial models New Institutional models for a single name or an M&A scenario — in days, not months. Full descriptionClose
An institutional-grade model for a single company or an M&A scenario — multi-scenario projections built on hundreds of primary-sourced data points, with the synthesis that makes the numbers usable. Take the full research package and build it yourself, or have us build the model to your exact spec. Either way, the ~90-day effort becomes about five.
Why it matters
- Reclaim the research time. Skip the weeks of filing-by-filing data gathering — we hand you the sourced inputs, ready to model.
- Reclaim the build time, too. Or skip building entirely and get a finished, formula-validated model in about five days instead of ninety.
- Trust the calculations. Built to your spec, every figure reconciled to reported actuals and traceable to its filing — so you can defend it in front of an IC.
- Decide with scenarios, not guesses. Multiple cases and synthesis let you stress-test the decision instead of betting on a single number.
- Keep it yours. A model built around your assumptions and conventions, not a black box you have to reverse-engineer.
What's included
- Single-name or M&A / scenario models, multi-case with explicit variance bridges
- Every figure traced to a primary filing (SEC EDGAR, FERC), with a dedicated sources tab
- Two ways to engage: research-only handoff, or a finished model built to your spec
- Live reconciliation — segment detail sums to totals; computed figures tie to reported
- Delivered as interactive HTML or Excel, with scenario toggles and a dashboard
Coaching & enablement
AI Training & Coaching New
Teach your people to use AI well — and responsibly.
Customized training and coaching for brokerages, portfolio managers, and their teams on effective, ethical AI use. Built around your exact learners and scoped to the outcomes you need — not a fixed curriculum.
Full descriptionClose
Why it matters
- Turn AI from a buzzword into daily leverage. Your people leave able to apply it to their real work — not a generic demo.
- Adopt AI without the compliance anxiety. Ethical and governance guardrails are built into the training, not bolted on after.
- Upskill the whole team without losing weeks. Targeted sessions scoped to the outcomes you actually need.
- Build capability that sticks. Coaching that keeps the team improving after the engagement ends.
What's included
- In-person or live online sessions
- Curriculum customized to your team's actual workflows and tools
- Effective-use techniques alongside the ethics and governance that matter in financial services
- Engagements scoped to outcomes, not seat-hours
WHY FACTI MACHINA
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Most AI tools are built for a vague “user.” Facti Machina is built for you—your book, your sectors, your style of risk and conviction. Every agent, dashboard, and briefing is trained on your universe and your language, so what it surfaces actually belongs in your IC memo, not in a retail blog post.
That means less scrolling past irrelevant noise and more time inside the tiny slice of information that can actually move your decisions and P&L.
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You are not hiring an AI hobbyist, and you are not hiring a pure technologist who has never sat with a portfolio. You are getting research infrastructure designed by someone who understands mandates, drawdowns, and client meetings—and who also knows how to bend modern AI to those realities.
You never have to translate between “model talk” and “investment talk.” We show up already fluent in both, so your time is spent on trade‑offs and scenarios, not on explaining what a basis point is to a prompt engineer.
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Every piece of work comes with the receipts: sources, methodology, and assumptions laid out in plain language. Nothing disappears into a black box, and nothing relies on “trust the model.”
That means your CCO can walk into an exam with confidence, your broker can justify 28(e) support, and you can stand behind the research in front of any client or committee without worrying about how it was produced.
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When a merger drops, guidance shifts, or a rule changes, you do not want to be staring at a blinking cursor in ChatGPT, wondering what to ask. You want someone who already knows your names and your exposures to start pulling threads immediately.
Facti Machina sits in the background until you need it—and then moves fast. You get a calm, structured briefing instead of a frantic scramble through headlines and PDFs, so your first feeling is “I’ve got this,” not “I’m behind.”
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You never have to wire up an LLM, learn a new platform, or spend weekends experimenting with prompts. We handle the messy part—designing agents, building automations, testing prompts, wiring integrations—so what you see is a clean, simple surface you can actually live in day to day.
Your role is to read, click, and decide. Our role is to make sure the AI underneath is powerful, accurate, and invisible enough that you forget it’s there—and just experience your research day as lighter, faster, and more focused.
Built for active managers with focused books.
You do not run a robo. You run a concentrated, conviction‑driven book where each decision actually matters.
Facti Machina is built for sub‑advisors, family office CIOs, boutique hedge funds, and concentrated RIAs managing roughly 200M–2B200M–2B: sector specialists, event‑driven managers, and anyone whose process generates real research questions—and whose time is genuinely worth more on investing than on wiring up AI tools.
You get a research layer that respects how you already work:
Every deliverable fully sourced and cited so you can see exactly where each conclusion comes from.
Methodology and assumptions documented for every engagement, in language your IC and CCO can actually read.
Packaged for 28(e) and soft‑dollar review, so brokers can fund it cleanly without back‑and‑forth.
Easy to defend in an SEC exam, with files that stand up under “how did you get here?” questions.
If you recognize yourself in that list, you are the reason this practice exists—not an afterthought to a generic AI platform.
Sub-advisors · Family offices · Boutique hedge funds · Concentrated RIAs
We take on a small number of new engagements each year.
If your book is concentrated, your time is short, and your standards are high — we may be the right next conversation.