ForeStrat | The Front-to-Back Operating System for your Fund

From FrankenStack to one platform

Every stage of your operation, on one engine

Most funds run operations on a FrankenStack: vendor tools, scripts, spreadsheets and BPO queues bolted together. Breaks surface overnight, nobody can show an auditor how a number was made, and headcount grows with every PM. ForeStrat runs every stage on one engine, over the OMS, administrator and prime brokers you already have.

Stage · module

Today: the FrankenStack

With ForeStrat

Securities and identifiers · Reference Data

Identifiers disagree across brokers, custodians and the OMS

Point-in-time secmaster across SEDOL, CUSIP, ISIN and FIGI, history backfilled, served by API

Market and alt data · DataStrat

Feeds arrive in different shapes and get cleaned by hand

Vendor and customizable alt data, point-in-time and quality-checked. Trial a dataset before you buy it

Trade and process · TradeStrat

OEMS, IBOR, risk and TCA siloed; processes live in scripts and people

OEMS, IBOR, risk and TCA on one process engine that also runs your bespoke workflows

Confirms and documents · FinSight

PDFs and emails keyed and checked by hand

Any confirm, statement or document extracted into structured records

Reconciliation · MatchStrat

Overnight batches; the same breaks reworked from scratch

Streaming recon of cash, positions, NAV and collateral that remembers how breaks were fixed

Reporting · ForeStrat platform

Rebuilt in spreadsheets every cycle

Every figure traced from source file to final report

Why ForeStrat

Four things a stitched-together stack can't give you

Traceable processes

Every workflow versioned, with lineage from source file to final report.

Audit by design

Every break, fix and change has an owner, a timestamp and a history.

One stack

Data, trading, recon and reporting on one engine, in your private cloud.

Scale without headcount

A new PM or flow onboarding is BAU, not a new build. AI drafts the work; your team approves it.

Recurring breaks

80%

auto-resolved at client sites

Audit queries

<1m

to show how a number was made

History

100%

verifiable for every record and change

Deployment

Private

runs, and remembers, in your own cloud

Platform modules

Start with one module. Add the rest without re-plumbing.

Reference Data, FinSight, DataStrat, TradeStrat and MatchStrat share one data layer and one audit trail, deployed in your private cloud.

Module 01 Reference Data Point-in-Time Security Master +

Reference Data is ForeStrat's point-in-time security master. Vendor and custodian identifiers are unified into one golden record per instrument, history is backfilled, and every change is versioned, so the OMS, IBOR and recon all read the same truth as of any date.

Explore Reference Data →

Golden Record Live

SEDOL → map linked

CUSIP / ISIN → map linked

FIGI → map linked

Corp action → version as-of

Output One record per instrument, any date

Point-in-Time

Query any instrument as it was known on any date, with no lookahead.

Backfilled History

History loaded and reconciled on day one, not built up going forward.

Cross-Vendor Mapping

Vendor, broker and custodian identifiers resolved to one golden record.

Served by API

The OMS, IBOR and recon read the same record, with every change versioned.

Module 02 FinSight Custom Dataset Intelligence +

FinSight is ForeStrat's self-service dataset intelligence product. Turn public filings, private research, unstructured documents, and web-scraped content into structured, ontology-mapped datasets with multi-channel ingestion, AI extraction, optional human review, and delivery to portfolio managers.

Explore FinSight →

Dataset Pipeline Live

10-K filings → extract parsed

Broker research → map ontology

Web scrape → structure validated

Private PDFs → review optional

Output Ontology-mapped dataset

Ontology & Prompts

Self-service ontology and prompt ideation for repeatable dataset workflows across research teams.

Multi-Channel Ingestion

Filings, email, SFTP, API, web scraping, and social media feeds in a single pipeline.

AI Extraction & Validation

Multi-model extraction with tally, balance, and client-specific quality checks before publish.

Human-in-the-Loop Review

Optional expert review gates datasets before they reach production research and model workflows.

Module 03 DataStrat Data Strategy & Ingestion Systems +

DataStrat is ForeStrat's proprietary ingestion engine, deployed directly inside your infrastructure. Connect, normalize, and enrich structured and unstructured data feeds. Integrate pre-built connectors for major financial data feeds and unify identifiers in a single security master graph.

Explore DataStrat →

Pipeline Ingestion Live

Bloomberg → ingest ok

Refinitiv → ingest ok

Corp actions → enrich review

10-K filings → extract parsed

Output Research-ready dataset

Feeds & Connectors

Hundreds of pre-built integrations for major financial data vendors and alternative data sources.

Ingestion Pipelines

Domain-aware ingestion with built-in quality checks and exception routing mechanisms.

Keyed to Reference Data

Every dataset linked to the Reference Data golden record for each instrument.

Data Quality Audit

Point-in-time data lineage preserved end-to-end to ensure research repeatability.

Module 04 TradeStrat Execution and Trade Operations +

TradeStrat is ForeStrat's proprietary trade operations platform, deployed directly inside your firm. Design scalable workflows spanning multi-asset execution, pre-trade compliance risk limits, TCA pipelines, and real-time IBOR positioning.

Explore TradeStrat →

Execution Blotter Live

BUY EQ · VWAP Filled

SELL FX · TWAP Working

BUY ETF · IS Filled

MON Surveillance Flagged

Posted to IBOR · real-time

OEMS Setup

Multi-asset execution architectures with integrated compliance controls and limit monitoring.

Real-Time IBOR

Instant position bookkeeping updating as fills arrive, eliminating overnight batch lag.

TCA Pipelines

Transaction cost analysis and execution quality monitoring built directly into the system.

Regulatory Compliance

Bespoke surveillance modules and automated reporting aligned to your compliance policies.

Module 05 MatchStrat Operations & Reconciliation Automation +

MatchStrat is ForeStrat's streaming reconciliation engine. Automate matching across cash, positions, NAV, and collateral. Institutional memory models auto-resolve 80% of recurring breaks.

Explore MatchStrat →

Recon Engine Live

PB · Cash Daily reconciliation Matched

Administrator · NAV Fund-level tolerance Matched

PB · Margin call Intraday Break

Custodian · Position Equities Resolved · memory

IBOR · Trade FX fills Matched

Real-time

Streaming matching at millions of rows per parallel batch.

NAV

Component-level discrepancy detection across fees, pricing, income.

IBOR/ABOR

Investment vs accounting books with accrual and amortisation support.

Collateral

Margin and collateral recon with custodian and prime broker.

Built by Practitioners

Operators, not vendors

Every ForeStrat engagement includes complimentary strategic advisory with our founders: your operating model, build versus buy, and where the next breaks will come from, reviewed with people who have run trading businesses and built the data behind them.

Co-founder · CEO

Anand Chavan

Read Anand's bio Hide Anand's bio

18+ years across hedge funds, investment banking and fintech, including UBS, JP Morgan and Amaranth. Founded Foreseer, acquired by S&P Global in 2022 and now the extraction backbone behind S&P Market Intelligence data.

Co-founder · CPO

Jacob Kaippallimalil

Read Jacob's bio Hide Jacob's bio

25+ years in institutional trading and systematic infrastructure, including Managing Director roles at Morgan Stanley, Bank of America Merrill Lynch and UBS. Has run multi-billion dollar desks. Leads advisory engagements alongside Anand.

Pedigree

Engagement path

Live in a month, fully operational in a quarter

Our Forward Deployed Ops team gets you live, then hands over the keys, with founder-led strategic advisory included throughout. Your team keeps building on the platform.

Weeks 1 to 2 · Free proof of concept

One POC on your biggest pain, built on your real data, with the business case sized.

Weeks 3 to 4 · Go live

Parallel run alongside your team, then cutover. First module in production within a month.

Months 2 to 3 · Scale and hand over

Extend across funds, instruments and modules. 24×6.5 support and capacity on request after.

Straight answers

Frequently Raised Objections

The questions every COO, CTO and CCO asks us, answered up front.

“We can build this in-house with Claude, keep full control and tailor it to us.” +

Code is cheap; operating production isn't. Lineage, audit trails, versioned provenance, SLAs, connectors and 24×6.5 cover are the real work.
You rebuild the FrankenStack. AI-written scripts, each owned by whoever prompted it, with no common data model.
Key-person risk stays. When the builder leaves, so does the knowledge. ForeStrat processes are versioned and readable.
Cost: the same as 1 to 2 FTEs. An in-house build needs a team to build it and another to keep it running.
Same control. Your cloud, an open-source runtime, and your team can drive ForeStrat from Claude through our MCP server.
Your engineers belong on alpha, risk and PM tools, not ops infrastructure.

“We already run Arcesium, Enfusion or SS&C.” +

Keep them. ForeStrat runs the processes between your systems, where breaks and manual work live today.

“You're a startup. What if you go away?” +

It runs in your cloud on an open-source runtime, and every process is versioned and exportable. You own your processes.

“Changing ops mid-cycle is too risky.” +

Every process runs in parallel with your current one before cutover. Start with one pain point, prove it, then expand.

“AI touching operations is a compliance risk.” +

AI drafts and fixes; humans approve before production. Every change is logged with an owner and a timestamp.

“Our data can't leave our walls.” +

It doesn't. ForeStrat deploys in your private cloud, and AI runs on your own account.

“We don't have engineers to run this.” +

Our Forward Deployed Ops team builds the first processes. Your analysts extend them with plain verbs.

“Our instruments are too complex.” +

TRS, swaps, MBS and credit are our focus, including PDFs, trustee reports and counterparty statements.

“Implementations take a year.” +

A free 2-week proof of concept, live in a month, fully operational in a quarter.

“The bill will grow with our volume.” +

A flat annual license that does not grow with trade or break volume.

“Do you have referenceable clients?” +

Yes. For serious enquiries, once we have established a fit, we arrange client references. We protect our clients' privacy.

“Will my team lose control?” +

No. Your team stays in charge, and the same people cover more funds, PMs and instruments.

If you know Palantir Foundry: same idea, built for funds and priced for funds. Palantir and Foundry are trademarks of Palantir Technologies Inc. ForeStrat is not affiliated with or endorsed by Palantir.

From the team