We design and deploy bespoke AI research pipelines that process SEC filings, institutional data, and proprietary sources — queryable through natural language in minutes, not months.
See the BDC MonitorEvery public BDC reports its own marks for the borrowers in its portfolio. But when BDC #1 writes down a borrower and BDC #2 still carries the same name at par, someone's marks are stale. Our system finds these divergences before quarterly earnings surface them.
The pipeline parses every Schedule of Investments filed on EDGAR — 45 public BDCs and 13 non-traded vehicles — cross-referencing 70,000+ investment line items with seniority-aware borrower matching. The weekly report delivers stale mark signals, conviction scores, dividend coverage, sector stress, and non-traded BDC redemption contagion tracking.
Get the weekly BDC Monitor report in your inbox every Monday morning. No commitment, no credit card. Just the data.
Request Pilot Access View Latest ReportPremier investment firms have always had information advantages. We make that infrastructure accessible to emerging managers — purpose-built pipelines that index, synthesize, and surface exactly what your strategy requires.
A focused engagement to assess your current research workflow, map your data landscape, and deliver a concrete architecture recommendation — before committing to a full build.
A fully custom AI research system built around your strategy — SEC filings, institutional 13F data, job postings, newsletters, and proprietary sources, all queryable through natural language. Designed, built, and delivered in 2–4 weeks.
Ongoing support as your strategy evolves — new data sources, new tickers, model upgrades, and reliability monitoring. Keep your edge current without maintaining the infrastructure yourself.
Twill Capital is a digital infrastructure hedge fund with a concentrated thesis in Bitcoin mining companies and their conversion to AI data centers. The portfolio manager needed institutional-grade research capability without institutional-grade headcount.
We built a multi-source RAG pipeline that indexes SEC filings, research documents, institutional 13F holdings, job postings, and newsletters into a single queryable system — updated automatically on a weekly cadence.
"The system surfaced RIOT's full-year $647M revenue figure from a filing that dropped yesterday — before the morning brief."
Twill CapitalThe tools we build are not theoretical. Every pipeline, every data architecture decision, and every model configuration has been stress-tested against real investment decisions. The BDC Monitor — 70,000+ line items cross-referenced across 45 public BDCs and 13 non-traded vehicles — is the live proof of concept for everything we offer clients.
We work with sub-$100M funds, family offices, and independent portfolio managers who understand that information architecture is a durable edge — and who want to own their infrastructure rather than rent access to generic platforms.
Engagements are deliberately small in number and large in attention. We do not take on clients whose strategy we cannot genuinely improve.
Get the weekly BDC Monitor report free for 30 days — stale marks, conviction scores, redemption contagion, and dividend coverage in your inbox every Monday morning. Or book a call to discuss a custom research pipeline for your strategy.