What we do
Two practices, shared foundations — institutional-grade data, rigorous research, and a written standard for the work we deliver.
Practice one
Access to the same primary and alternative data used by institutional managers — from fundamentals and filings to expert research platforms.
Modeling, backtesting, and risk analytics on a modern data stack — so every decision is informed by evidence, not instinct.
Sector, company, and thematic research — written up as theses that can be revisited, challenged, and updated as evidence changes.
Data-driven strategies that run on rules rather than moods — designed, tested, and monitored with the same rigor we apply to fundamental work.
Clean execution and operational infrastructure so research translates into positions the way it was designed to.
We partner with data vendors, analytics providers, and research platforms to keep our information edge current with the broader market.
Practice two
A written assessment of a software company or product — for investors, acquirers, or boards making a bet on it.
An independent read on a system your team is building or inheriting, with a clear view of the load-bearing decisions.
For teams standing up or re-platforming their data stack — from warehousing and transformation to analytics and ML.
For operators entering Mongolia or Mongolian companies expanding regionally — the research, modeling, and plan to do it seriously.
The org chart, processes, and decision rights a growing team needs so leadership stops being the bottleneck.
Monthly retainer for founders who want an outside technical or business voice in the room — without a full-time hire.
Engagement
On the asset side, a defined mandate with written objectives. On the consulting side, a 2–4 week sprint with a fixed deliverable.
Ongoing research for capital work, or 4–12 week consulting projects with defined milestones. Either way, regular written updates — not quarterly theatre.
Transparent performance and risk reporting for investors, or a monthly retainer for ongoing advisory where the questions change week to week.