Capital Allocator

Scale PMs without scaling operational drag

  • Vendor consolidation Consolidate into enterprise contracts with significant ROI
  • IMA risk limits Enforce and monitor in real time
  • Live P&L and risk Intraday views per PM and fund
  • Ops headcount Scale PMs without linear ops growth

ForeStrat consolidates data, execution, PM-level risk, and middle office across the multi-manager model. One platform. Cleaner costs. Faster PM launches.

Start the conversation → See what changes
The multi-PM challenge

Asset classes, frequency, strategy, geographies, and everything in between

Running a multi-manager, multi-strategy structure is operationally complex. Every PM's data needs differ. Vendor contracts proliferate. Cost allocations become opaque. Reconciliation breaks multiply as prime broker count increases.

  • Frequency
  • Latency
  • Geographies
  • Asset classes
  • Datasets
01Duplicate vendor subscriptions across PM books with no volume leverage
02Risk limits are documented in IMA but hard to enforce and monitor in real time
03End-of-day batch P&L with zero intraday exposure visibility
04Middle office headcount scaling with AUM rather than staying fixed
05Each new PM adds another OEMS config and reconciliation workflow
06Operational surface area expands with headcount, costs grow exponentially
The Glaring Issues
  • PM hiring conversations when infrastructure compares poorly
  • Risk events when a catastrophic limit breach goes undetected until close
  • Investor due diligence when cost structure cannot be explained at the PM level
What ForeStrat is built for

Not a point solution for one workflow. Unified infrastructure for the multi-manager, multi-strategy structure, and the foundation of your operation.

Capability comparison

What changes when you run on ForeStrat

Capability area
Without ForeStrat
With ForeStrat
Data vendor management
Separate contracts per PM, duplicated costs, no leverage
Consolidated procurement, volume leverage, clean cost allocation per PM
PM risk enforcement
Manual limit checks, reactive risk management
Real-time pre- and post-trade enforcement at PM and fund level
Order execution
Fragmented OEMS per PM or shared legacy system
Centralized OEMS, smart routing, 10μs latency, full TCA by PM
Internal crossing
All flow goes to market, full spread cost on every trade
Natural crosses identified and executed internally before market routing
Middle office coverage
Headcount-heavy, error-prone reconciliation
AI-automated with human operator backstop, daily clean sign-off
PM P&L and risk visibility
End-of-day batch reporting, gaps in intraday exposure
Live dashboards per PM and consolidated fund view
PM hiring and retention
Operational drag is a friction point for top talent
Institutional infrastructure becomes a recruitment differentiator
~10μs
OEMS latency with centralized low-latency OMS, smart routing across approved brokers, and 100K+ order fanout
1
consolidated data platform serving every PM, researchers focus on alpha, not data engineering
95%
trade operations reconciliation automation with 24×6.5 global coverage and human backstop
PM retention and recruitment

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.

01Top PMs evaluate your infrastructure, not just your mandate
02Clean L3 exchange data and real-time risk on day one
03No six-to-nine month plumbing build before generating alpha
04Operational friction is a leading indicator of PM dissatisfaction
05PM churn costs extend far beyond the obvious unwind
06When infrastructure works, it disappears from the conversation
Institutional pedigree

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.

Co-founder

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
Co-founder

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
Dataset intelligence

FinSight: custom datasets across PMs

A centralized self-service layer for extracting and validating unstructured financial data across PM teams.

Ontology-driven dataset creation

Define shared extraction ontologies and prompts once, then let PM teams run repeatable dataset workflows across filings, broker research, and other document-heavy sources.

Agent-led validation and quality checks

Run error checks, tally and balance checks, and client-specific validation rules before publishing datasets to PM workflows, so only clean data reaches research and models.

Data infrastructure

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.

Trade operations

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.

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.

Book a Demo → Contact us
anand@forestrat.ai · jacob@forestrat.ai