01 / 04
ICG Advisors
Agenda for this call

Catch-up call.

It's been six months. A few things to cover before we pick back up.

1
Fidelity transition. What changed moving from RBC? How are data feeds, reporting, and portal access different now?
2
New tools. Anything new in the stack? Specifically Arch. What's working, what's not?
3
Same three priorities? Unified CRM, position-level data (automated portal scraping), GPT analyst per fund. Still the top three, or has anything shifted?
◆
The open item from our assessment: we need to get into the actual data. Network drives, folder structures, database schemas, portal exports. That's what everything else sits on top of.
02 / 04

Three priorities,
one foundation underneath.

In November, your research and client teams kept asking for the same three things. All three sit on the same layer: documents and structured data. That layer is where the friction is today.

Unified CRM
pipeline · demand · notes
Position-level data
secure intake from managers
GPT analyst per fund
searchable institutional memory
The foundation: documents & structured data
Manual intake, 15-20 hrs/mo across 15-20 portals OCR templates break when layouts change Duplicate repositories, no single source of truth Data spread across Excel, Access, and MySQL
03 / 04
The next step

Get the data right for all three use cases.

Before we build, we map how data actually moves through your systems and build working prototypes to prove the approach.

What changed
Since last fall
  • Custodian switch: RBC to Fidelity
  • New tools in the stack
  • Six months of workflow drift
→
The work
Deep-dive into data + working prototypes
  • Work sessions with Adi & Jennings on the future state
  • Map how data moves: network drives, portals, databases
  • Build working prototypes for OCR, intake, and structured data
What we need from you
  • System access (network drives, portals, databases)
  • Minimal availability from Aditya Prakash & Jennings Franciskovic
→
Outcome
A clear plan to build the foundation
  • Modern OCR & automated intake
  • One source of truth
  • Structured data the CRM & GPT analyst can sit on
04 / 04
How we work

You pay only for what's done.

We work in sequential milestones. Each one is paid only when the work is completed and accepted. Each phase builds on the last, no new contract needed.

✓
General Opportunity
Assessment
2
Bounty 1
Discovery + POC
3
Bounties 2–N
Build
4
Phase 2+
by agreement
Davis Handler
Davis Handler
Founder
Ryan Esposto
Ryan Esposto
Partner