Project CedarDiligence
HSR filing due in 21 days.
High
Foundation · from Trucast
AI that works inside your firm,
and answers for every change.
Foundation puts your deals, your calls, and your documents to work at machine speed, with your people signing off. Nothing migrates. Nothing waits for a rollout. Every answer cites its source, and every change is on the record.
The product · live
Foundation, running live on Meridian Partners, an illustrative firm. Ask it something real.
Click a citation · catch the commitment · approve the write
Meridian Partnersillustrative
Foundation · Consolelive
Ask
What needs a partner's attention across our live deals this week?
Reading across your systems
SalesforceCRM · live
Call transcriptsZoom · Teams · live
Data roomDocuments · live
Your CRM, your calls, and your data room, read together, the moment you ask.
5 deals reviewed3 need attention · 2 clear · every finding cited
Project MarlinTerm sheet
Committed on the Feb 3 call to send the updated QoE bridge before the board meeting. Not sent.
Not in Salesforce. It was said on the call, and nobody wrote it down.
HighNeeds action
Project AtlasUnderwriting
Financing commitment expires in 64 days; the LOI extension option hasn't been exercised.
Medium · flagged
Also checked Project Harbor and Project Vale across all three sources. Nothing outstanding, and the reads are in the log.
Source · one click deep
Oversight · proposed action
Audit trail · every source, every step, on the record
What you just did
In one pass, Foundation read a firm's CRM, its calls, and its data room, caught a commitment that lived in no system of record, traced every finding to its source, and wrote an approved change back with a receipt.
That was an illustrative firm.
Your working replica is three weeks away.
We build a replica of your firm on representative data — not your records — and you operate in it before either of us commits. It runs on Claude, inside your own Anthropic account, under your terms.
A fixed-scope replica, priced before you commit. No term commitment.
How it works
Three working parts: connect to your systems with authority, compute under governance, and oversee every step with proof.
Connect
Foundation reads your systems of record as structure — deals, deadlines, parties, obligations — each answer cited to source, one click deep. Reads and governed writes are live; every write is a proposal a named person approves. Never a silent write.
Compute
The heavy work runs as governed jobs: transcripts become commitments, models become checked calculations, figures carry their derivation. Schema-enforced, and gone when the request ends.
Oversee
An approval queue with the evidence attached at decision time, a named roster of who may operate, a complete audit trail, and a usage ledger showing exactly who used what.
Why firms choose this shape
Four properties, each provable. See how we prove each →
Non-invasive
Turn it off, and your systems are exactly as they were
Operator-led
The approver is never the proposer
Governed by receipts
Every answer cites its source
Continuous
A staged rollout you can reverse
Where we work
Deal and advisory teams at financial-services boutiques, first. The same shape carries across regulated operations.
Built by operators
Built by operators from the top of regulated finance, with decades inside global banks and leading hedge funds. The company is young. The people are not.
The people behind itIn production
Foundation runs on the tools your team already uses — your CRM, your document stores, and the calls your team records on Teams, Zoom, and Google Meet. It runs on Claude, inside your own Anthropic account. Salesforce reads and call structuring are live in production today, metered, with every tool call attributed in the ledger.
Start with a replica, not a contract
Foundation is built by hand for each firm, so we take on a limited number at a time. We don't start with a contract. We build a replica you operate on your own world, and you see it work before either of us commits.
On the Record
Field notes for the legible enterprise
Occasional notes on making regulated operations readable, governable, and ready for AI. No filler.