A complete middle-office operations team for alternative investment managers. Mo coordinates specialist AI employees that carry the work across your existing systems—from incoming event to verified completion, with a traceable record of every action.
Works with your existing systems and your firm’s pre-approved enterprise AI.
Every system holds part of the picture. Someone still has to carry the work through.
An investment manager’s operational work spans inboxes, documents, portfolio records, banks, custodians, administrators, and counterparties. No single system sees the whole event.
Today, employees read the notice, match it to the position, check the administrator against the bank, track the obligation, investigate the discrepancy, chase the counterparty, and confirm it is done.
As a coordinated team: it identifies what needs to happen, gathers and validates the information, performs permitted actions, coordinates follow-ups, resolves or escalates exceptions, verifies outcomes, and retains evidence.
An operations team that works across your systems.
AIMO sits between the systems you already run. Leadership supervises the function through the Console. Mo coordinates. The desks do the work. Your systems of record, service providers, and approved AI keep their roles.
Select a relationship or follow one event. Small arrows show direction; two arrowheads mean a two-way exchange. The dot marks the current stage.
Expand a group to explore its role, or follow an event from the first notice to verified completion.
Systems are shown by role, not by vendor. Any vendor named on this page is illustrative unless an integration has been confirmed with the firm. Connections are established per client, within the access the firm authorizes.
Mo is the colleague your firm contacts to get operational work handled. Mo receives requests, identifies what needs attention, brings in the appropriate desks, follows up with counterparties, tracks obligations, and reports outcomes.
Good morning. Three items need an authorized decision before this afternoon’s cutoffs. Everything else is moving.
Each desk is a specialist AI employee with defined responsibilities, procedures, tools, and permissions. Each desk exchanges requests and results with Mo, which supplies context and coordinates supporting desks. Expand a desk to see its inputs, outputs, and the related desks Mo brings in.
Deployment follows an agreed scope, desk by desk. “Complete middle-office team” describes the functional breadth AIMO is being built to cover. What a given firm activates is its mandate. The desks introduced at launch, and the desks activated for a particular client, are a subset agreed in advance.
Every desk shares the same operating layer: firm context, procedures and workflow state, calculation and validation tools, system connections, permission and approval rules, and evidence.
AI can help with individual tasks. Someone still has to notice what matters, prioritize the next action, follow up, and save the evidence. Four moments show where that work can slip—and how Mo coordinates it.
An employee can overlook a notice, postpone it behind other work, or forget a required document.
Mo identifies the work, tracks the obligation, and gathers the sources needed by the owning desk.
An old attachment, unchecked formula, or unanswered query can carry through when time is tight.
Mo supplies context to specialist desks, coordinates validation, and tracks missing information through resolution or escalation.
An approval can be chased too late; after an interruption, one update may be missed or entered twice.
Mo routes the exact instruction for approval, then coordinates permitted updates through the shared controls.
The employee may move on before checking the outcome, or forget to save the workings and approval.
Mo coordinates independent checks and brings the evidence together before the event is closed.
Potential employee-side riskA notice can be overlooked, or its deadline left off the calendar while more visible work takes priority.
With Mo coordinatingMo monitors the agreed inboxes and obligations, opens the event, and tracks its deadline and owner.
Potential employee-side riskA document can be forgotten, or an older attachment used because the latest version was never collected.
With Mo coordinatingMo gathers source records through approved connections and asks Data & Documents to check completeness and versions.
Potential employee-side riskA similar fund name, entity, or security can be matched to the wrong holding.
With Mo coordinatingMo supplies the shared fund, entity, and position context. Data & Documents returns a match or an ambiguity for resolution.
Potential employee-side riskAn amendment or conflicting source can be missed, leaving the work based on outdated terms.
With Mo coordinatingMo supplies the governing sources to the owning desk. The desk checks precedence and amendments and returns conflicts to Mo.
Potential employee-side riskA copied formula, manual entry, or unchecked assumption can carry an error into the instruction.
With Mo coordinatingThe specialist desk uses tested calculation tools, validates the result, and returns its workings to Mo.
Potential employee-side riskA query can be sent and then forgotten; the unresolved difference stays buried in an email thread.
With Mo coordinatingThe desk raises the difference with Mo. Mo tracks the query, follows up, and escalates unresolved items to a named person.
Potential employee-side riskAn approval can be chased too late, or a later change can make the approved instruction out of date.
With Mo coordinatingMo routes the exact prepared instruction to the authorized person. Shared controls check authority and whether a change requires fresh approval.
Potential employee-side riskOne system can be updated while another is forgotten, or an instruction entered twice after an interruption.
With Mo coordinatingMo coordinates the permitted updates and their status through the shared connections. Human cash-release and signing rights remain reserved.
Potential employee-side riskA sent instruction or acknowledgment can be treated as completion without checking the actual outcome.
With Mo coordinatingMo gathers independent outcome records for Reconciliation and Controls & Audit. The event remains open while required checks are unresolved.
Potential employee-side riskThe email, workings, or approval may never be saved to the event, leaving the evidence incomplete.
With Mo coordinatingMo brings the sources, workings, approval, action, acknowledgment, and verification into one retained event record before closure.
Every step above gets done in both columns. What differs is what the function can rely on when the work is queued behind someone, when leadership asks for status, and when an auditor samples the period.
Illustrative, and written about the arrangement rather than the people. A capable operations team manages all of this today; the point is what it depends on to do so.
The work isn’t done when an answer is generated. It’s done when the outcome is verified.
Mo coordinates the desks, the systems, the follow-ups, and the evidence.
A coordinated middle-office operations team, with Mo and specialist desks carrying the work through.
A single assistant, or a collection of unrelated automations.
Works with your existing systems of record and service providers.
A new platform you migrate to, or a requirement to replace what you run today.
Designed to use your firm’s pre-approved internal enterprise AI models.
A requirement to switch to a proprietary AIMO model.
Operational execution and coordination: it identifies, reads, matches, calculates, prepares, updates, chases, verifies, and escalates.
A question-and-answer interface over your documents.
A connected function across the middle office.
One isolated workflow.
Works alongside your administrators, custodians, and legally appointed agents.
A claim to their formal roles or appointments.
AIMO is intended to do the routine coordination and the permitted execution. Leadership supervises the function. Certain decisions and actions are reserved for authorized people, and the design keeps them outside the desks’ own credentials rather than relying on instruction alone.
These are institutional boundaries within the operating model. AIMO prepares, calculates, and evidences up to the boundary. A person decides or releases.
Every event is intended to carry a record like this one: what was received, how it was interpreted and calculated, who approved what, what was done, what came back, and how completion was independently checked.
Least-privilege access per desk. Prepare, approve, and commit as separate rights. Approval routing bound to the payload. Segregation of duties. Materiality thresholds per event type. Money math in deterministic code, never left to a model.
AIMO is in development. This page does not claim certifications, audited results, production reliability figures, security guarantees, or data-residency commitments. Those are established with each firm through its own review.
AIMO is designed to use qualified models inside the firm’s approved enterprise AI environment for reasoning. AIMO itself processes and retains operational data to run workflows and keep evidence. Where that data lives and how it is protected is agreed with each firm.
The middle-office vision spans the alternatives universe. The initial rollout begins where the operational load between systems is heaviest: managers of private credit and asset-based finance, where notices, contractual calculations, funding, reconciliations, and counterparty follow-up arrive every day and rarely fit inside one system.
Discuss your operational responsibilities, existing systems, and approved enterprise AI environment—and where AIMO could take on the work.
Timelines and outcomes depend on the firm’s scope, systems, and review process. No implementation dates or production outcomes are promised here.