Run your operations on a system, not from memory.

Data pipelines, databases, dashboards and automated workflows that turn hours of manual spreadsheet work into a few clicks, owned by your team.

If your operations run on spreadsheets, copy-paste and one person's memory, you do not have a system, you have a risk. We build the system: data pipelines, a database, dashboards and automated workflows that turn hours of manual work into a few clicks, fully documented and owned by you with no lock-in. It is the same engineering that keeps The 13F and Souppe current on a schedule without anyone re-keying a thing, built by someone who pairs 12+ years in institutional markets with 7+ years shipping production systems in Python (FDP), Tom Pickel. The products are financial; the engineering is general, and it fits any business that runs on data.

Who this is for

  • Operations running on manual spreadsheets and copy-paste
  • A back office where every report costs someone an afternoon
  • Teams where the process would leave if one person did

What you get

  • Pipelines and a database that hold one source of truth
  • Dashboards and reports that rebuild themselves on a schedule
  • Automated workflows that replace the manual steps
  • Full documentation and ownership, with no lock-in

How it works

  • Show me the manual process and where the data lives
  • We scope the system and how your team will run it
  • You receive a working, documented system you own

Common questions

What kind of operations can you automate?

Any repetitive data or reporting work: client and management reporting, KPI dashboards, reconciliations, data entry between tools, order or inventory tracking and the spreadsheets that get rebuilt by hand every week.

Does this only work for finance?

No. The products it comes from are financial, but the engineering is general. The same pipelines, databases, dashboards and automation fit any business that runs on data.

Do I own the system?

Yes. It is delivered ready to run, fully documented and yours to keep, with no lock-in.

How is this different from investment data systems?

Same engineering, different focus. Investment data systems is scoped to market, portfolio and financial data; this is scoped to your operational and process data.

Related work: the automation behind live products, SEC 13F intelligence (The 13F) and portfolio risk analysis (Souppe). For market and portfolio data specifically, see investment data systems; for a one-off problem with no off-the-shelf answer, see custom data and automation engineering. See the full advisory practice.

Turn manual operations into a system.

Send a short note describing the process that eats your team's time. You get a clear next step and a plan for a system you own.

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