Advizr

custom AI agents

Custom agents for the jobs only your business has

Research agents, reporting agents, knowledge brains. Scoped to one workflow, wired into where the work already happens. 2x ROI in 90 days. Or we work for free.

Teams we build forFediUBC SauderMerchant House CapitalPicton InvestmentsCampbell Froh May & Rice LLPBarnaklHungerfordBreez

The problems this solves

01

You evaluated six tools. None fit.

Your workflow is specific to you. Off-the-shelf software keeps asking you to change it.

02

Your knowledge lives in inboxes.

Every answer the firm has ever produced exists somewhere. Finding it takes longer than redoing it.

03

The work is judgment plus assembly, and assembly wins.

Your best people spend their hours collecting, formatting and re-keying before they get to think.

04

Vendor AI is a black box.

You can't see why it answered, can't change how it behaves, can't take it with you.

05

Pilots demo well and die quietly.

The proof of concept worked. Nobody wired it into the real workflow, so nobody used it.

What we build

01 · Scoping

One workflow, chosen because senior hours meet assembly work there. Not a platform. A job.

02 · DOE architecture

Directives your team can read and edit in plain text. Orchestration that decides what runs when. Execution tools that do the work. You can see all three layers.

03 · Integration

The agent lives inside the tools your team already uses. No new destination, no new login, no adoption cliff.

04 · Evaluation

Tested against real cases with your people judging output before anything deploys.

05 · Training

Your team learns to run it, tune it and extend it. The directives are theirs.

What we won't build: agents that make final calls on legal positions, investment decisions, or anything your regulator expects a human to sign. Agents assemble, retrieve, draft and monitor. People decide.

What's included

  • One scoped agent, built on DOE, deployed in your stack
  • An evaluation harness with your real cases
  • Plain-text directives your team owns and edits
  • Training, drift monitoring and iteration. Cancel anytime

Weeks, not quarters.

How the full engagement works

01 Discovery

WEEK 0

02 Prototype

WEEKS 1-3

03 Deploy & train

WEEKS 4-8

04 Run & improve

WEEK 9+

The tools behind it

See the full stack

Claude + GPT

We default to Claude for long-document reasoning and tool use, and reach for GPT where a specific task benchmarks better. We pick per job and show you why.

MCP

How agents reach tools without one-off integrations. One protocol, every tool.

Modal

Where agent pipelines execute: scheduled, on-demand, no servers.

Supabase

Memory and access control, including row-level scoping where data must not cross teams.

Questions? Straight answers.

Three ways in

Three ways in. No long discovery.

Free · 3-5 days · No obligation

AI Opportunity Audit

We map your operations, find the highest-ROI automations, and hand you a ranked plan with payback math. Yours to keep, whoever builds it.

No obligation. No follow-up sequence.

Paid · Fixed scope

First Build

One high-ROI system, built on your real data and deployed in your stack, with your team trained to run it. Fixed scope. Quoted after the audit. Covered by the 2x ROI guarantee.

Scope my first build

Paid up front. Cancel anytime after.

Free · 15 min

Intro Call

Fifteen minutes with James, not a sales rep. Bring your worst bottleneck, leave with a straight answer.

Book 15 minutes

No pitch deck.

Every first build is covered: 2x ROI in 90 days. Or we work for free. Read the full terms

Start free. Know your number in five days.

A 3 to 5 day audit of your operations, ending in a plan with the ROI math attached. No obligation.

2x ROI in 90 days. Or we work for free.