Infrastructure for the multi-PM model
ForeStrat provides centralized data and trade operations for multi-manager funds and capital allocators, one platform for vendor consolidation, PM-level risk, OEMS, internal crossing, and managed middle office.
A centralized data and operations platform purpose-built for multi-manager, multi-strategy funds and capital allocators. ForeStrat makes your PMs more productive, your costs more defensible, and your operational risk measurably lower.
Asset classes, frequency, strategy, geographies, and everything in between
Running a multi-manager, multi-strategy structure is operationally complex with variety in multiple dimensions: frequency, latency, geographies, asset classes, instruments, datasets. Every PM's data needs differ. Vendor contracts proliferate. Cost allocations become opaque. Reconciliation breaks multiply as prime broker count increases.
Risk limits exist on IMA but are tough to enforce and monitor in real time. Your best operational talent spends its time firefighting instead of scaling the platform.
The cost is not just operational. It shows up in PM hiring conversations, in risk events when a catastrophic limit breach goes undetected until close, and in investor due diligence when your cost structure can't be cleanly explained at the PM level. ForeStrat was built to address the multi-manager, multi-strategy structure, not as a point solution for one workflow, but as the unified infrastructure layer that is the foundation of your operation.
Built by practitioners, Delivered as infrastructure
Designed for the multi-manager, multi-strategy model.
One platform, full coverage
Vendor procurement rationalization, custom datasets from unstructured sources, feed management, cross-feed linking, feature engineering, and clean cost allocation per PM.
Centralized trade operations
Live P&L and risk dashboards, low-latency OMS with order wheel, internal crossing between PMs, managed middle office, PM-level risk enforcement, and compliance surveillance.
Practitioner-built infrastructure
Schonfeld, UBS, Morgan Stanley, BAML. Prior financial data extraction software acquired by S&P Global. Serving multi-manager funds and capital allocators today.
What changes when you run on ForeStrat
DataStrat: centralized data across PMs
One data platform. Multiple PMs. Full control.
Vendor procurement rationalization
Consolidate all data vendor contracts under a single managed relationship with enterprise contracts, collapsing cost per PM significantly. Eliminate duplicate subscriptions, negotiate from aggregated volume, and allocate costs cleanly to each PM book.
Custom and alternative dataset access
Our team builds datasets that don't exist on any vendor shelf, web scraping, prediction markets, EDGAR feeds, supply chain signals, and unstructured sources like PDFs, Twitter, and Discord. Every PM gets access to the same proprietary data edge.
Vendor feed management
Full management of all major and niche financial data vendor feeds with backfills, quality checks, normalization, and delivery. No data engineering headcount required at the fund or PM level.
Cross-feed integration and feature engineering
We link, normalize, and join data across all feeds using our ontology and knowledge graph. We work directly with each PM team to extract and engineer alpha-generating features from the consolidated data layer.
TradeStrat: centralized trade operations
Shared execution and middle office across multiple PMs, without full-time tech/ops hiring.
PM-level risk limit enforcement
Real-time pre-trade and post-trade risk checks at the individual PM level, including gross/net exposure, concentration limits, drawdown triggers, and instrument restrictions. Limits set by the fund, enforced by the platform, with built-in compliance checks and surveillance.
PM P&L and risk dashboards
Live intraday P&L and risk visibility across every PM book, consolidated at the fund level. Fund risk and operations have full view while each PM sees their own book, attribution, exposure, and performance updated in real time.
Low-latency OEMS and smart order wheel
Centralized low-latency OMS routes orders across your approved broker panel based on strategy type, instrument, and best execution criteria. ~10 microsecond OEMS latency with full TCA reporting and drill-down analytics per PM.
Internal crossing between PMs
Identify and execute natural crosses between PM books before going to market. Reduce market impact, lower transaction costs, and maintain clean audit trails across the fund.
Fully managed middle office
Corporate actions, broker and custodian reconciliations, IBOR maintenance, and daily P&L sign-off handled by ForeStrat's combination of AI automation and experienced human operators.
Cost allocation and transparency
Every data cost, execution cost, and operational cost allocated cleanly to the correct PM book. Audit-ready reporting, no more end-of-quarter allocation disputes.
The talent argument
"The best PMs choose platforms, not just IMA. Institutional-grade clean data, fast execution, real-time risk visibility, zero operational drag becomes a competitive advantage in hiring and retaining talent."
ForeStrat makes your fund the place where PMs can focus entirely on alpha.
Built by practitioners
ForeStrat was not designed in a product studio or assembled from acquired point solutions. It was built by a team that operated inside the largest trading organizations in the world, and rebuilt that infrastructure from first principles as a multi-PM platform.
The core team of AI engineers and technologists have worked together in AI and fintech for more than a decade, delivering production systems for Citi, Credit Suisse, UBS, Morgan Stanley, and S&P Global.
Anand Chavan
- 18+ years building quant data systems across fintech, hedge funds, and investment banking
- Data architectures, NLP extraction, and production pipeline monitoring
- Founded Foreseer, generative AI for complex data integration
Jacob Kaippallimalil
- 30+ years in quant execution and electronic trading systems
- Morgan Stanley: real-time market data infrastructure
- Early Equity Trading Labs, OEMS builds and quant strategy platforms
Start the conversation
We have onboarded 3 PMs in the last 4 months across US, EU, and APAC, with 2 more going live in the next 2 months. We handle 25,000 trades per PM per day and are connected to all major data vendors, LSEG, FactSet, S&P, Bloomberg, and already curating datasets from prediction markets, web scraping, broker research PDFs, Reddit, Discord, and X.
ForeStrat partners exclusively with multi-strategy funds and capital allocators. Let's talk if you want institutional-grade infrastructure without a nine-figure budget.