Roadmap

Built in order: validate, prove, automate, predict.

We're not shipping AI portfolio intelligence before the enforcement layer underneath it is trustworthy. Here's the order we're building in, and where we are today.

01

Validation

2025

Complete

Testing demand and underwriting methodology with early design partners before writing production code.

  • 40+ interviews with allocators and risk officers
  • Edge Score™ methodology drafted and back-tested
  • Letters of intent from early design partners
02

MVP

2026

In progress

The core allocation workflow: strategy onboarding, Edge Score™ evaluation, and manual capital allocation.

  • Strategy onboarding & Edge Score™ engine
  • Manual allocation workflow for early allocators
  • Read-only performance dashboard
03

Automation

Next

Planned

EdgeGuard™ moves from advisory to enforcement — automatic limit checks and de-risking triggers on every allocation.

  • Real-time exposure & drawdown enforcement
  • Automated de-risking triggers
  • Full intervention audit trail
04

AI Intelligence

Later

Future

Predictive risk modeling and personalized portfolio intelligence, layered on top of a proven EdgeGuard™ foundation.

  • Predictive drawdown modeling
  • AI-assisted dynamic rebalancing
  • Allocation recommendations by risk profile
Early Access

Be first on the platform.

We are building. Join the waitlist and get early access before the public launch, with beta pricing locked in.