We lead institutions into the next financial system. It starts where the budget already exists, AI in corporate finance the board can trust, and the same governance carries onward into digital financial infrastructure: programmable treasury and digital capital markets. Independent. Advisory-fee-based. Platform-agnostic.
Across documented platform failures in digital assets, one pattern recurs: governance and regulatory gaps drive failure more often than technology choices. So we start with governance, and the first step we help fund is AI in the finance function the board can trust, before any rails are built.
That principle drives our evaluation methodology: we start where institutional failures originate, not with technology comparisons. The same discipline then governs every step onward.
"Governance is the through-line. The discipline that makes AI safe to trust is the same discipline that makes the journey to digital capital markets safe to take."
Licensing, jurisdictional coverage, and regulatory track record across relevant markets.
Corporate structure, audit practices, leadership credibility, and operational transparency.
Custody design, insurance coverage, incident response, and security certifications.
Transaction volume, institutional client base, uptime, and demonstrated reliability.
Operational presence and regulatory relationships across developed and emerging economies.
API maturity, interoperability standards, and compatibility with existing institutional systems.
The first step where the budget already exists. You rent the model; you own the harness around it, your data, rules, and controls. We architect and govern that harness so AI in corporate finance becomes something the board can trust: one governed source of financial data, and early wins under controls the board can sign. We advise and govern; we never build or operate the model.
Once the data foundation is governed, the same discipline extends to treasury: cross-border payment efficiency, stablecoin-based settlement, and FX cost reduction, so corporates narrow spreads and free working capital without compromising control.
The destination. End-to-end guidance on tokenized securities: bond structuring, REIT digitization, private credit placement, and regulatory pathways, grounded in decades of institutional capital markets and corporate finance experience across developed and emerging markets.
Underpinning every step: we score 60+ infrastructure providers on our governance-first methodology, across the dimensions institutional investors and regulators care about, and navigate multilateral funding (IFC, IDB, World Bank, CAF) and development-finance requirements in emerging markets.
Detailed service descriptions live on our Advisory page.
Independence is not a marketing claim. It is built into our business model.
We charge advisory fees, not commissions. Our revenue never depends on which provider you select.
Zero referral agreements, zero partnership fees, zero revenue sharing with any platform provider.
We hold no equity positions in any of the providers we evaluate. Our only obligation is to our clients.
Every evaluation follows the same weighted framework. Transparent, auditable, and reproducible.
25+ years across asset management and corporate finance. Most recently at Goldman Sachs (New York) and ING (Netherlands), managing large-scale investment portfolios for institutional clients. Began his career in Peru's financial sector: corporate banking at BCP, investments at Prima AFP. BA Economics, Pontificia Universidad Católica del Perú; MSc, Rotterdam School of Management.
Senior CFO with 25+ years across corporate finance and investment banking. Most recently Chief Financial Officer at Grupo Breca, one of Peru's largest diversified industrial groups, with a portfolio across mining, financial services, insurance, and industrial sectors. Prior corporate finance roles at Newmont Corporation and Air Methods. Began his career at Merrill Lynch in investment banking. BS, NYU Stern School of Business.
Institutional governance and risk discipline applied to markets where digital capital markets infrastructure is being built for the first time.
SEC-CFTC joint guidance, GENIUS Act, MiCA compliance, Basel III digital asset frameworks. We track institutional regulatory developments across major jurisdictions.
Working with commodity exporters, REITs, and development finance institutions on programmable treasury and digital financial infrastructure in the region.
Infrastructure providers evaluated across the Americas, Europe, and Asia. From custody and settlement to compliance and tokenization platforms.
Whether you are funding the first step with AI governance the board can trust, optimizing treasury, or structuring digital securities, we provide the independent analysis you need.
Schedule a Call