AI agents that see your book the way your team does. Custom agents when you need them.
Every agent runs on the same three-layer platform: your existing stack, one view of your book, AI agents.
Start with the one that solves your sharpest pain; expand as value compounds.
What Medusa can do once it understands your book.
Every capability below reads the same view of your book. That is why the answers agree.
Investment risk, watched and explained
Investment risk, in the language you already use.
- Conversational risk exploration: "what's my JPY exposure?" → answer in seconds, no dashboard to hunt through
- Factor exposures, stress testing, what-if analysis
- 24/7 proactive monitoring with inbox alerts, daily and weekly briefings
- Works on your existing Bloomberg / MSCI / Axioma / FactSet risk data, or Medusa's native equity risk model when you don't have institutional tooling
- Full audit trail: every number traces back to the exact file, report, or feed it came from.
- Hidden exposures: AI reads news and filings to flag the thematic bets in your book that your factor model can't see.
Portfolio construction
Your quant co-pilot that briefs you every morning.
- Daily rebalancing suggestions that keep exposures on budget
- Allocation analysis with mandate-constraint tracking
- Scenario modeling for proposed trades
- Human-in-the-loop: it advises; you decide.
The same view, across the firm
Every other AI gives each seat its own siloed assistant. Medusa gives CIO, compliance, IR and client teams the same trusted view of the portfolio as the investment team, instead of a siloed assistant per seat. Client reports, RFP answers and commentary are built on that view, for your firm. Analyses don't stay on one screen: a colleague can open the conversation, see every number with its source, and continue it.
Client reports, RFPs, and investor questions pull the team off the portfolio.
What firms build on it:
- Scheduled client reports: performance, risk, position summaries on your schedule
- Inbound query handling: RFP responses for institutional investor questionnaires, investor Q&A drafts, IR / Client Portfolio Manager / Product Specialist requests
- Proactive commentary: market commentary, portfolio drift explanations, monthly investor letter drafts
A voice at the table.
It listens, answers on your book, and logs what you decide.
Outside the meeting, the same Medusa is on your phone and in Teams, Slack or Bloomberg chat.
When your workflow needs more, we build on the same platform
For client-specific needs beyond what Medusa does out of the box, we build custom AI agents on the same platform data layer. Same infrastructure, same view of your book, client-specific logic.
Selected client engagements
Examples of how Medusa applies AI in real institutional settings.
CFA Society Switzerland
- AI member chatbot (trained on public content)
- AI email triage workflow (classification + routing, human-in-the-loop)
- Controlled rollout with governance and human oversight
From first call to production in weeks, not quarters
Demo & fit
Walk through your existing stack, identify the sharpest workflow, confirm fit.
Paid Pilot
6 wk boutique / 6–8 wk growth / 8–12 wk enterprise: working system on your real data, not a prototype.
Production retainer
Platform subscription + declining custom retainer as work standardizes.
Principles
- Pilots deliver a working system, not a prototype. The gap between pilot and production is configuration, not re-implementation.
- Pilot fee credited toward Q1 platform fee on conversion.
- Founder-led onboarding: Petr is in every engagement personally.
- Deployed in your cloud: Azure, AWS, or Google Cloud, or on-premises. We come to your data; your data does not come to us.
Pricing: Priced per firm. Everyone on the team uses it. Scoped on a call after the demo.