A New York-based boutique advisory firm helping family businesses navigate growth, capital, and strategic transitions.
We combine Wall Street expertise with proprietary AI-driven technology to deliver clarity and execution across a range of services - from M&A advisory and capital raising to strategic planning and working capital optimization.
Our philosophy is built on three principles: integrity, innovation, and excellence. We invest in long-term client relationships and tailor our approach to the unique needs of each business - whether you're looking to exit, acquire, or simply optimize your cap structure.
We deliver results at the intersection of technology, trust, and strategic acumen.
Tasks
You’re the first engineer. You own the technical foundation. You’ll build a multilayer agent system that powers business development, deal execution, and orchestration across the full deal lifecycle.
Requirements
Built and shipped products in fintech, financial services, or B2B SaaS• Comfortable with LLMs and agentic workflows as tools, not buzzwords • Built several side projects (please provide links / GitHub) and ideally first professional experience in a startup • Strong communication skills — you’ll work under high pressure alongside a team of Wall Street bankers day to day. You don’t build in a silo. You enjoy building in a crossfunctional team. • Start remote, transition to New York or San Francisco
Stack: Python or Node, React/Next.js, PostgreSQL, langchain, Claude, other models and APIs.
Three interviews and a short case study.
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