Secure AI operations for investment organizations

Where the work becomes intelligence.

Genba is an agentic AI capability factory for the modern firm. Tell Genba the capabilities you want and it coordinates specialist agents that discover, develop and command systems within your hard constraints. What results is compounding institutional intelligence you own.

Build your first capability on us See Genba operate

Managed single tenant · Credential-isolated execution · Firm-owned capability

GENBA / DELEGATED OPERATIONS GOVERNED

STAKEHOLDER / OUTCOME01

Own Q2 investor reporting—from source reconciliation through approval

YOUR SECURED PERIMETERSINGLE TENANT

GENBA / OPERATING LEAD02

Accepting the objectivePlanning the course + discovering servicesComposing the team + delegating responsibilityBuilding + requesting governed executionTransforming learning + insightRetaining capability + intelligence

COURSE OF ACTION03

Plan course of action and discover approved services01

Compose specialist team and delegate responsibilities02

AI agents build; approved actions execute within policy03

Transform learnings and insights into institutional intelligence04

APPROVED SERVICES

PortfolioDocumentsReporting

AI AGENT TEAM

ResearchOperationsCompliance

GOVERNED EXECUTION

ZERO CREDENTIAL EXPOSURE POLICY-CHECKED EXECUTION

REQUEST · DECISION · APPROVAL · EXECUTION · RESULT

INSTITUTIONAL INTELLIGENCE The next directive composes from everything the firm has built and learned.

COMPOSABLE BUILDSERVICE + OWNER GRAPHSKILLS + LINEAGE

Designed from operating experienceGenba is a clean-room implementation of lessons learned operating AI agents inside a leading hedge fund

Zero AI-related incidentsTwo years of operation with no credential exposure, unauthorized action, or security or compliance incident

10× principal leverageAI agents substantially expanded how much of the fund a principal could operate directly

What can I delegate?

Delegate the work around the decision.

Work that crosses sources, systems, and teams—too consequential for an ungoverned assistant, too persistent to leave manual. That is where Genba begins.

Working drawing: many separate holdings, managers and entities descending through one governed operating layer into a single consolidated view.

MFO · SFO · Investment holding companies

Institutional operating depth without institutional headcount.

Genba advances work across assets, managers, entities, and stakeholders, surfacing only the decisions that require human judgment while retaining the systems and knowledge behind them.

Own consolidated reporting

Unify portfolio, exposure, liquidity, and cash into one approved view.

Monitor managers and assets

Read letters, meeting notes, and KPIs; surface changes, exceptions, and follow-ups.

Run committee follow-through

Advance packs, decisions, actions, and stakeholder communication through approval.

The return: wider coverage, stronger continuity, and compounding operating capacity without building a larger office.

TŌRYŌ / GENBA'S CHIEF OF STAFF SYSTEM

Hit objectives while compounding capabilities.

Tōryō is the operating mind behind each objective, directing specialist AI agents and carrying every obligation to completion. It keeps work moving across systems and time, surfaces only decisions that need human judgment, and leaves the firm more capable each time.

Explore the Tōryō architecture

GENBA / INSTITUTIONAL EVOLUTIONCOMPOUNDING

DELEGATED OUTCOMES

→

INSTITUTIONAL CAPABILITY GRAPH

Service registryApproved capabilities

Reporting subsystemComposable component

AI agent skillReconciliation logic

Ownership graphDavid · Ops → Fund Admin

Operating insightEscalation pattern

Evaluation historyQuality + improvement

Every authorised team and AI agent can compose the next solution from what already exists.

This timeFinished work

Next timeComposable building blocks

Over timeA shared capability graph with lineage

DAIMON / GOVERNED EXECUTION

Let AI agents act. Keep the firm in control.

Daimon keeps AI agents within the firm’s controls. Every instruction, approval, action, result, and token is attributable to the objective.

Read the technical introduction to Daimon

DAIMON / CREDENTIAL-ISOLATED EXECUTIONAI AGENT ACCESS TO CREDENTIALS: ZERO

AI AGENT / INTENT

Retrieve Q2 exposure from the portfolio system

service: portfolioaction: readscope: Q2

NO CREDENTIALS

→

DAIMON GATEWAY

LIVE CREDENTIALNEVER LEAVES HERE

→

APPROVED SYSTEM

Portfolio managementEXECUTED BY DAIMON

PERMITTED RESULT → AI AGENT

Credentials stop at Daimon

No secret—standing or temporary—enters an AI agent’s context, runtime, memory, output, or logs.

Consequence stops at a person

Anything outside policy reaches a named owner with the case attached. Without approval, it does not happen.

Audit every action. Account for every token.

Reconstruct any assignment from instruction to result—including its sources, model usage, approvals, system actions, outcomes, and cost.

KYŌZŌ / INSTITUTIONAL CANON

The firm should never have to relearn itself.

Kyōzō is the corpus the firm keeps: what it knows, what it has built, and the conditions under which each may be used again.

Read the technical introduction to Kyōzō

KYŌZŌ / INSTITUTIONAL CANON 1,284 ITEMS96 CAPABILITIES100% ATTRIBUTABLE

SCROLL THE TIMELINE →

Six completed assignments arrive at the review line.A named owner approves each one in turn, with its lineage attached.Each approved contribution enters the canon, under the work that produced it.The next objective composes long-standing entries with the new ones.

What the firm knows

Facts, relationships, and decisions, each with its source and named owner.

What the firm can do

Workflows, skills, tools, and the approved services they run against.

When to use what

Scope, version, conditions, and the record of where each has worked.

Who is behind it?

Built by people who know the operating stakes.

Work directly with people who have led fund investing, engineering, and production AI.

Makoto Tominaga

Production AI · Funds · Delivery

Two years running AI agents in production inside a leading hedge fund; 25 years across kernel, security, and AI. Founder-CEO with delivery-organisation experience; owns Genba’s platform architecture and delivery.

Alex Norris

Investments · Quant

Head of Investments at a leading hedge fund, reached through quantitative research and Head of Quant across five years. Imperial MSc, with distinction.

Steve Lim

Engineering · Fund systems

Head of Engineering at the same fund, responsible for the trading, data and production infrastructure it runs on. UCL Computer Science, First Class.

QUESTIONS / DIRECT ANSWERS

Before AI enters the firm.

What investment leaders need to know before AI moves from assistance to accountable work.

What is Genba—and when should an investment organization use it?

Genba is a governed AI operating system for family offices, private equity, venture capital, corporate venture, and hedge funds. It is designed for work that must move beyond drafting an answer: Genba plans and completes a multi-step objective while preserving human authority, a complete audit trail, and firm ownership of every capability created.

What investment work can Genba take from objective to completion?

Genba can coordinate work across the investment lifecycle: research and thesis development, sourcing and diligence, investment or portfolio operations, fund reporting, investor relations, compliance, and back-office workflows. It is most valuable when the work crosses sources, systems, and teams but still requires accountable human judgment.

How is Genba different from ChatGPT, an AI copilot, or workflow automation?

Chatbots and copilots help a person complete individual steps; fixed automations repeat a predefined process. Genba accepts the outcome, assembles specialist AI agents, builds what is missing, governs work against live systems, and leaves the organization with reusable workflows, tools, skills, and institutional knowledge.

How can an investment leader delegate an outcome to AI without managing every agent?

Through Tōryō, Genba gives the leader one accountable AI Chief of Staff rather than a collection of disconnected agents. It translates the outcome into a plan, composes and supervises the specialist team, carries unresolved obligations forward, and brings only consequential decisions back for human judgment.

Explore Tōryō

How can AI agents use live systems without seeing credentials?

Genba’s control gateway, Daimon, keeps credentials outside the AI agent entirely. It interprets the requested action, checks the firm’s human-governed permissions and approval rules, executes through the approved system connection, and returns only the permitted result.

Explore Daimon

Can a regulated investment organization audit AI work down to the token?

Yes. Genba attributes every instruction, source, model call, token, policy decision, approval, system action, result, and cost to the objective that caused it. The firm can reconstruct what happened, why it happened, who authorised it, what it cost, and what changed.

How can AI work become reusable institutional knowledge and capability?

Genba carries each assignment forward through Kyōzō, its governed institutional canon. More than documents or model outputs, Kyōzō preserves the workflows, components, tools, skills, decisions, relationships, evaluations, and provenance that authorised people and AI agents can safely compose into future work.

Explore Kyōzō

How can an investment organization test Genba without a long IT project?

Start with a 30-day Genba One Experience Seat for one Principal in a dedicated, managed environment. If the evidence is there, continue with Genba One or add resource-scoped team tenancies through Genba Team. A sophisticated production Capability can then be co-developed with Genba FDEs; firm-wide adoption graduates to Genba Institution.

See the Experience Seat

How do we begin?

Experience it. Operate it. Build what is missing.

Start with Genba One for 30 days. Keep the same managed environment as you move into daily operation, co-develop a production Capability, and expand across the institution.

01 · EXPERIENCE

Experience Seat

A 30-day Genba One trial for one Principal in a managed, single-tenant environment. Run multiple self-directed objectives and build one selected Capability, which runs in the Genba environment while your own systems stay read-only.

Evidence before commitment

02 · OPERATE

Genba One or Genba Team

Continue with one Principal or add resource-scoped team tenancies. Guided Activation covers standard connectors, resource mapping, training, and Capability clinics.

From trial to operating rhythm

03 · CO-DEVELOP

Build one production Capability

Genba FDEs design, integrate, evaluate, and deploy one sophisticated end-to-end Capability on top of One or Team. The engagement ends when the agreed Capability is live and accepted.

Success is the acceptance criterion

04 · EXPAND

Grow the operating surface

Extend across capability owners, teams, systems, domains, and entities while retaining shared governance and institutional intelligence.

Value grows with governed scope

EXPERIENCE SEAT / V0.1

What comes with the Experience Seat.

Your own systems stay read-only for the thirty days. What Genba builds runs in the client-named environment it is deployed into, and that environment comes with you when the seat converts to Genba One, Genba Team, or co-development. Standard services, connectors, policies and office hours are included; bespoke production integration and a production SLA are not.

Onestakeholder

30 daysto use it

Multipleself-directed objectives

Zerowrites to your systems

Plans / Operating surface

Start with one seat of judgment. Grow into the institution.

Every plan includes Tōryō, Daimon, Kyōzō, managed operations, evaluations, and upgrades. Model and cloud usage are paid by the client and itemised separately.

One Principal

Genba One

£3,500 / month

A managed, single-tenant Genba deployment for one accountable decision-maker.

Dedicated AI Chief of Staff
Guided Activation
Standard connectors + resource mapping
Monthly Capability Clinic

Start with Genba One

Principal + key team

Genba Team

£3,500 Principal + £1,500 / team seat / month

One managed client environment with resource-scoped team tenancies for the people who own the operating work.

Everything in Genba One
Team onboarding + training
Resource-scoped team access
Pooled Capability Clinics

Discuss Genba Team

Firm-wide operating surface

Genba Institution

Designed with you

A firm-wide Genba deployment with defined FDE capacity and the controls, integrations, and enablement required for institutional adoption.

Firm infrastructure + systems integration
Training + operating enablement
Guided Capability development
Firm-level governance + support

Design the deployment

Model and cloud usage pass through at provider cost and are itemised on the ledger.

Capability Build / FDE co-development

One sophisticated Capability. Live and accepted.

Add a fixed-outcome Capability Build to Genba One or Genba Team. Genba FDEs own architecture, integration, evaluation, deployment, training, and in-scope remediation through production acceptance.

Scoped with you

Fixed acceptance criteria · milestone billing · final 20% due on production acceptance

Define the Capability

進化する組織には、進化する能力が要る。

Start with evidence, not procurement.

Give one stakeholder 30 days. Let real work decide whether Genba deserves a larger role.

Request an Experience Seat