Agents built for private markets.

Coral is the AI partner to family offices, wealth managers and placement agents. We deploy agents within the systems your firm already runs on and equip your team to operate them.

AI for exceptional teams

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Who we work with

Built around your firm, not bought off the shelf.

Our client list is deliberately small. We work with firms that want something built around how they work, not a generic tool.

Family offices

Single and multi-family offices with a small team managing a growing book of private funds, co-investments and direct deals.

Wealth managers

Independent wealth managers with close client relationships, adding private-markets funds to their offering.

Placement agents

Placement agents and capital advisory firms raising capital for private markets.

Services

Three ways to work with us.

  1. 1

    2–3 weeks

    Assessment

    We map how your team works, find where AI will save the most time, and prove it on your own data.

    • A map of where your team’s time goes
    • A pilot run on your own data
    • A costed plan for what to build first

  2. 2

    6–12 weeks

    Build

    We deploy agents within your existing systems for defined tasks and workflows.

    • Agents running inside the tools you already use
    • Human oversight built into every workflow
    • Data protection and governance built in

  3. 3

    1–2 days

    Training

    Hands-on sessions using your own tasks and the AI tools you already license.

    • Sessions built on your team’s own tasks
    • The AI tools you already license
    • Playbooks your team keeps afterwards

About us

Founded by practitioners from banking and private markets.

We’ve worked inside global banks and build AI systems for private-markets firms. The people who scope the work deliver it.

Contact

Start with a conversation.

Talk to our team about bringing agentic AI into your existing systems.

Request a consultation