TRAC builds vertical AI systems that financial institutions can actually deploy — domain-grounded, governed, auditable, and human-in-the-loop.
Built for the realities of trading, operations, risk, and regulatory workflows.
In capital markets, the hard part isn't the model — it's making AI safe to run against trade data, operations, risk, and regulatory workflows. That's the gap TRAC builds for.
General copilots don't understand filings, trades, settlement, or risk. Our systems are built around the workflows analysts and operations teams actually run.
Institutions need identity, entitlements, audit, and human oversight before AI touches production. Governance is a first-order feature, not an afterthought.
Runs in your environment, your security posture, your review process. We design for the last mile — the part that decides whether AI ever reaches production.
A focused portfolio of vertical AI systems for financial institutions — each shaped with the firms that use it.
The Diligence Engine
A vertical AI co-pilot that automates the first pass of investment due diligence — extracting, normalizing, and summarizing SEC filings into a PM-ready memo, without automating the decision.
Operations & investigation agents
AI agents that take on the repetitive investigation work in capital-markets operations — trade reconciliation, settlement fails, and exception handling — under human oversight and full auditability.
The same principles run through everything we build. They're what make AI trustworthy enough to put into production at a financial institution.
Systems run the repetitive work; people keep judgment and accountability. Nothing high-impact happens without review.
Built around real capital-markets workflows and data — not a general chatbot with a finance prompt bolted on.
Every step — ingestion, extraction, transformation, override — is logged, attributable, and ready for examination.
Deploy in your own AWS or a dedicated single-tenant instance. Your data stays isolated; we support the machine, not the investments.
We build with a small number of institutions rather than selling to many. A staged engagement where each phase produces something real and an explicit decision to continue.
Align on the workflows, systems, and governance requirements that matter most in your operation.
Weeks 1–4Stand up a working system against one real workflow, in an environment that fits your security posture.
Weeks 5–12Run it with real users and data under supervision; measure the impact and harden the controls.
Quarter 2Extend to additional use cases, systems, and teams under a roadmap shaped together.
BeyondTRAC was founded by senior Wall Street technologists who spent decades building and running the trading, market-data, risk, and operations systems that capital markets depend on. We've sat in the CTO's chair and been through the compliance review — and we build accordingly.
Amit Chatterjee
Founder
How we think about AI in capital markets — workflow, auditability, governance, and institutional advantage.
Whether you're exploring PRISM, interested in AI agents for your operations, or want to scope a project — tell us what you're working on.