AI-native investment operations for portfolio managers
ForeStrat gives portfolio managers institutional-grade data infrastructure and trade operations, DataStrat for pipelines and datasets, TradeStrat for execution and middle office, without hiring a full institutional ops team.
Institutional-grade data infrastructure and trade operations purpose-built for portfolio managers. Whether you manage capital for multiple clients or operate as a dedicated single-client manager, ForeStrat compresses the distance between raw information and actionable investment decisions.
Better data and cleaner operations
Two integrated products, DataStrat and TradeStrat, designed to give independent managers the same infrastructure depth as their institutional counterparts.
DataStrat
Data infrastructure built for alpha with custom datasets, vendor management, and feature engineering.
Explore DataStrat →TradeStrat
Front-to-back trade operations with execution, middle office, and real-time risk.
Explore TradeStrat →Data differentiation for alpha
The quality of your available datasets determines the quality of your signal. ForeStrat's DataStrat offering eliminates the engineering burden that forces most independent managers to operate with inferior data relative to their institutional counterparts. Our team handles every layer of the data stack, from sourcing and ingestion through normalization and delivery, so you can focus on alpha.
Custom dataset creation
DataStrat scrapes, aggregates, and structures data from the web, PDFs, scan images, and alternative sources like Twitter and Discord. Example datasets include railroad throughput, prediction markets, and supply chain signals, delivered clean, fast, and ready to use. The platform also collects EDGAR datasets and delivers them faster than major vendors.
Vendor feed management
We connect to all major and niche financial data vendors, handling backfills, quality checks, normalization, and delivery. No dedicated data engineers required on your end. We capture and manage L3 real-time market data across global exchanges, a high-volume, computationally intense dataset that requires experience unique to a few teams globally.
Cross-feed data integration
We link and normalize data across multiple feeds and datasets with our ontology and deep knowledge graph, joining disparate sources into a single, coherent view that your models and analysts can actually use.
Feature extraction
We work directly with your team to extract and engineer features from raw datasets, accelerating the path from data to signal.
Front-to-back trade operations
Run institutional-grade operations without building an institutional team. Trade operations represent one of the most resource-intensive and risk-exposed functions of running a professional portfolio. Errors in execution, reconciliation gaps, and inadequate middle office coverage are among the most common operational vulnerabilities for independent managers.
TradeStrat provides the full operational stack through a combination of AI-driven automation and experienced human operators, ensuring institutional standards are maintained at every step.
Execution support (OEMS)
Full front-to-back trade execution support using the ForeStrat OEMS or seamless integration with your existing third-party OEMS. Workflows are built around your strategy, your instruments, and your risk parameters.
Middle office operations
Corporate actions processing, broker reconciliations, IBOR, real-time risk monitors, and P&L tracking, all handled with a combination of AI automation and experienced human operators as a backstop.
TradeStrat scales with your AUM and geographies, whether you are managing a concentrated single-account mandate or a multi-strategy, multi-client book of business, the operational infrastructure adapts without requiring you to hire ahead of growth.
Built by practitioners for the buy side
Institutional standards from Merrill Lynch, UBS, Morgan Stanley, and Schonfeld, without the nine-figure budget.
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
What changes when you partner with us
A direct comparison of what independent managers face today versus what ForeStrat delivers.
ForeStrat is not a software subscription. It is deployed infrastructure, DataStrat and TradeStrat running inside your environment, owned and operated by your team.
Ready to upgrade your infrastructure?
Book a product walkthrough with our deployment team.