Fund advisor

    One source of truth for a firm's AI agents

    Summary

    An advisory firm ran several AI agents, one drafting proposals, one managing projects, one researching clients, one preparing sessions, and each read its own copy of the firm's email, files, CRM, call transcripts and accounting. The agents gave different answers to the same question, protection of sensitive data depended on each agent's own logic, and each new agent required custom wiring, so the effort stalled. New Clarity built one governed foundation of company knowledge on an ordinary database that every agent reads through the same interface. It resolves three questions once, before any agent sees a fact: who it is about, when it was true, and whether it may be shared. New agents connect on day one, every agent gives the same answer to the same question, and the firm can ask what was known at a point in time.

    The situation

    An agent can only reason over the data it can reach, and a firm's data is spread across systems that name the same client, project and person differently. A data warehouse at this size is its own project and does not by itself answer whether two records are the same client or what a record said last quarter. Without those settled once, every agent has to guess, and no two guess the same way.

    What we built

    A foundation that pulls the sources together on a schedule and organizes everything around the people, clients and projects it concerns. A canonical entity registry collapses every spelling, alias and partial record of a company, project or person into one record, so a client never appears as three. A "bi-temporal knowledge graph" records both when a fact was true and when the firm learned it, and nothing is overwritten, so an agent can answer a question as of a date, such as who the decision-maker was at a kickoff. Retrieval is hybrid: meaning-based search for the concept, exact matching for names and identifiers, then a rerank of the shortlist, because fund and client documents are full of defined terms and identifiers where an approximate match is the wrong answer. Every passage carries a short description of where it came from and what it concerns, which is what makes it findable. All of it is served through one interface, so an improvement to the foundation reaches every agent at once.

    How it is controlled

    Redaction and client separation happen once, at ingestion, and each agent inherits only the access its tier allows. The system fails loudly rather than serving stale or missing data, and the raw capture is kept separate from the search layer so everything downstream can be rebuilt.

    Results

    The firm adds agents without rewiring, its agents agree with each other, and it can ask cross-source and point-in-time questions a flat snapshot cannot answer, all on an ordinary database. For a fund manager this is the layer beneath deal records, investor records and reporting, and the who-and-when guarantees are what let a firm answer an investor's or an examiner's question about what was known, by whom, and when, with a record rather than a recollection.