SageX for Capital Markets
Reviewing one fund manager takes weeks.
LLMs have already taken a chunk out of that. But the fund cannot go live until every answer clears.
Validation is time consuming
The answers come back in minutes. Proving them can take several weeks.
The cost of an error is high.
Corrections need to be repeated
Your team settles the same conflict fund after fund, and the next pack starts from zero.
If the person leaves, the intelligence leaves.
Outputs are not ready to use
The output arrives done, but not in the shape sign-off needs. Someone reshapes it first.
Done is not the same as delivered.
How SageX does it
Where the weeks actually go - and what changes.
01 · Validating, in a few clicks
Is the custodian of the fund correct?
The same validation, both ways, below
If your team validated this today
If your team validated this today
- The citation names a page, not the line
- Open the file. Find the line.
- Read the clause in full
- Confirm the value against the record
✓ Validated - four steps, one answer. A fund pack holds hundreds.
With SageX
QWho is the custodian of the fund?
AAlderbrook Trust Co. p.41 · line 12
LPA.pdfp.41
…shall appoint Alderbrook Trust Co. as custodian of the Fund's assets…p.41 · line 12
02 · Corrected once, remembered - and used
The LPA says one fee. A side letter says another. Which is right?
The same correction, both ways, below
If your team settled this today
If your team settled this today
Two files land
LPA.pdf
Management fee after year 3
2%
Side letter.pdf
Management fee after year 3
1.25%
The two values do not match.
Your expert settles it in the chat: 1.25% - the side letter governs.
What that costs
When they leave, both leave. The next time this comes up, it is worked out again - slower, by someone who was not there.
With SageX
The correction, made once
Alderbrook Trust Co. · fund pack
Management fee after year 3 · 2% 1.25%
Later - someone new asks
Someone new in the seat
QManagement fee after year 3?
A1.25% ✓ Your team corrected this - on record
More than one value on record. The correction decides - made once, served every time after.
A human still decides. SageX makes it stick.
03 · Shaped at setup, lands ready
LLMs today
LLMs today
The output, ready
From the LLMs
Export out
Load into the system
Your data and IT team carry these steps
Third-party tools, tech and QA time
Built once - then kept running
Your checker
Gets it in the format he wanted - after the lift. Signs off.
Used
For the decision
With SageX
The output, ready
From SageX - shaped at setup
Lands in your systems
Your checker
It arrives ready, evidence attached. Signs off - and moves.
Used
For the decision
These steps go away - the shape was decided once, at setup.
The questions that come up next.
We set it up once. Are we reconfiguring it every quarter?
No. It is built around the questions you answer, not around the manager.
It changes only when your source or destination systems change, or when you want more covered.
What if the answer is not in our files?
SageX says so, and says why.
Every value it cannot find is marked, with the reason.
Can we put our confidential data into it?
SageX runs inside your own environment - where that data already sits.
We do not take your data, and we do not give it to anyone.
Who runs this - our team, our IT, or you?
Your team - the people who know what they need.
SageX proposes the structure; you review it, edit it, run it. No IT ticket, no vendor.
Tools like this take months and a paid pilot to prove.
No pilot to buy.
Run it yourself, on your own data.
See the result before you commit to anything.
Up and running
With SageX, the same review takes an afternoon.
And it runs where your data already sits - inside your own cloud, not ours.
Your first run
Production-ready model and pipelines, from one or two of your own source files.
Full platform deployed
The entire platform running in your own servers.
Complete rollout
Where integrations are needed.
Who cracked this
Built by people who lived this problem.
The founders spent their careers inside capital markets, building and selling the data products banks, asset managers and exchanges ran on. Most AI infrastructure is built by people who have never sat in those seats.
Advised by leaders from
Already running
Not a pilot. A production system, in five places.
live, revenue-generating deployments
What each one is getting today.
- 20 minutes to configure. Hours to deliver. LP and RFP responses, built on everything the firm has ever produced.
- Email to ERP in 15 seconds. Orders read, matched and posted without anyone copy-pasting them.
- KYC, compliance, loan origination and servicing, automated.
- Vendor and ESG risk scored across every supplier in the chain - against the standards that bind them.
- Policy gaps found and remediated before auditors find them.
So the question stops being whether it will work. It is already working, for firms answering to the same boards and regulators you do.