‹ All industries Vault for Private Capital

Private intelligence
for your firm.

Put AI to work on your deal flow, portfolio, and LP data, without ever handing it to Big Tech. Vault screens deals, drafts LP and portfolio reports, and clears diligence and back-office work, running entirely inside your firm where deal and investor data never leaves your control.

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Vault Workspace · Meridian Wealth ● On your hardware
Hartwell-portfolio-Q3.xlsxPull the Q3 numbers for the Hartwell account and draft the quarterly review deck for tomorrow's meeting.
Drafted a 14-slide review from your portfolio data: Q3 return +6.2% vs benchmark +4.1%, three overweight positions flagged for rebalancing, and talking points attached.
Message your private AI…
100%
Private to your firm
0
Records sent to Big Tech
24/7
Client follow-up
$0
Per-use AI cost
The problem

The tools that save the most time are the ones you can't use.

AI can erase hours of reporting, client prep, and back-office paperwork. But the moment client account data goes into public AI, it's on someone else's servers, a privacy exposure no firm can afford. So the work that could save you the most time stays manual.

What your private AI does

A back office that runs 24/7,
and gets sharper every day.

Reporting
Reviews & prep.
Drafts client reports, portfolio reviews, and meeting prep from your own data. You review, you don't build decks.
Client Comms
Outreach & retention.
Schedules reviews, sends proactive check-ins and follow-ups, and reactivates dormant clients automatically.
Back office
Records & archives.
Drafts and organizes client documentation and correspondence for your team's review, accurate and ready.
Onboarding
KYC & paperwork.
Collects onboarding documents, drafts new-account paperwork, and chases what's missing so nothing stalls.
How it works

You own it. We run it.
The AI does the work.

01
It's yours
We set up a private AI system dedicated to your firm. We operate it; you own it. No shared infrastructure, no SaaS provider access.
02
Your data stays home
Everything runs inside your firm. Nothing is ever sent to OpenAI, Anthropic, Google, Microsoft, or AWS, there's no outbound path for client data to take.
03
The AI does the work
It plugs into the systems you already use, reads client data, and reaches out to clients, like a back office that never sends a record off-site.
Public AI vs. your Vault

There's only one safe way
to use AI in finance.

 
Public AI (Co-Pilot, Claude)
Your Vault
Client data
Leaves your control
Never leaves your firm
Confidentiality
Your liability
Private by design
Cost
Per-seat, per-use, forever
Flat. You own it.
The work
You copy, paste, and prompt
It reads and acts for you

In finance, there's only one safe way to use AI: own it, don't rent it.

Vault Sovereignty

One workspace to run your entire fund.

DEAL SOURCING DUE DILIGENCE PORTFOLIO MONITORING INVESTOR RELATIONS FUND REPORTING COMPLIANCE & AUDIT SOVEREIGN FRONTIER INTELLIGENCE PRIVATE CLOUD

Same brain. Rising intelligence.

Your whole fund as one living brain, private, owned, and pointed at the work that matters.

Sovereignty
Vault Team
"Give my fund a private brain."
One team.
A fund, family office, or RIA with 5–150 people, AI that stays inside your walls.
$10K setup + $999/mo
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See what's included
  • Your whole team on one private brain
  • Your core apps connected: email, files, and records
  • Draft, find, and answer across every deal and portfolio you own
  • Recurring tasks that run on their own: reminders, summaries, and follow-ups
  • Open models, tuned for everyday speed
Who it fitsA fund, family office, or RIA with 5–150 people, ready to run on AI without sending anything to the cloud.
Most Popular
Sovereignty
Vault Pro
"Run every portfolio on it."
The whole platform.
A multi-fund platform, PE-backed group, or family office managing several entities, every team on one brain.
$40K setup + $3,999/mo
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See what's included
The entire firm on one brain. People, records, communication, and operations, together in one place.
Larger Open Models
More capable, for deeper reasoning across the firm.
Who it fitsA multi-fund manager, PE-backed group, or family office managing several entities. Every location runs on the same Vault instead of a separate tool per branch.
Sovereignty · Superintelligence
Vault Enterprise
"A compounding edge in capital."
Superintelligence.
The most powerful models on earth. Private, owned, and pointed at alpha generation.
Contact usStarting at $12,999/mo
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See what's included
For the firm that plans to win. It runs the frontier models themselves, private to you. You stay ahead of everyone who can't run them.
Open Frontier Models
The largest open models, private to you.
Who it fitsA global asset manager treating proprietary intelligence as its edge, with every location and team live at once.
Most firms start with one team, then grow to run the whole platform on it.

Put AI on your firm's
hardest hours.

Reserve a vault and we'll have a private AI running inside your firm, or explore how it fits other industries.

Reserve a vault Explore other industries ›