Notes from the team
Operational depth from the team building DataStrat, TradeStrat, and MatchStrat for quant funds.
Engineering insights
Case studies and platform notes on data pipelines, trade operations, and reconciliation at institutional scale.
What the PingCAP Breach Teaches About Securing Agentic AI
PingCAP's breach was stolen credentials, made worse by secrets in Jira tickets and env files. Vibe coding and agentic deploys multiply the risk surface. A systematic focus on security is needed to mitigate it.
ForeStrat and Evergreen Meridian: an exclusive partnership for RIA investment operations
We are partnering exclusively with Evergreen Meridian so RIAs get transformation program management and AI-native ops software under one accountable team.
Start of Day Recovery at Machine Speed: An Agent-Assisted Case Study
When a prime broker misses its Start of Day file, agent-assisted recon can turn a multi-hour SOD break into a minutes-long, human-approved recovery, with corporate actions applied from client rules.
Version Control for Reconciliation: Test Rule Changes Before They Go Live
Every reconciliation rule change is made blind, until now. See how branching and data diffs let ops teams test changes against frozen data before anything ships.
How we taught an AI to reason about trading data without ever seeing it
A preview of Programmatic Tool Calling (PTC): AI-generated Python runs in your browser, data stays in your perimeter, and the model only sees schema metadata.
Anatomy of an IBOR break: from detection to resolution in 90 seconds
A walk-through of a real reconciliation break. The data, the agent's reasoning, the resolution path. With timestamps.
AI agents in the back office: hype, reality, and what's actually shipping
An honest taxonomy of what AI agents do well in operations, what they don't, and how to evaluate vendor claims past the demo.
An SFTP survival guide for prime broker integrations
Practical patterns for resilient SFTP ingestion: retries, backoff, allowlisting, and how to avoid getting your account blocked at 3am.