The intelligence of top-tier hedge funds, for lean investment teams
The risk manager in the room.
Dashboards show you the book. Medusa watches it for you.
Medusa is AI that works across the risk systems, dashboards and spreadsheets you already run, with one reconciled view of your book. When a limit nears or breaks, it tells you what drove it, what it means for the rest of the book and what your options are. Ask it about your portfolio, or talk to it live in your investment committee.
No new risk system. No migration. Your data, your definitions.
Speaker at RavenPack, Neudata and Eagle Alpha conferences · Working with CFA Society Switzerland →
AI that understands your book.Your definitions, your models, your overrides, across the systems you already run.
Who it's for
Built for lean investment teams.
You’ll recognise the moment.
01
Someone builds the risk pack by hand every morning.
Broker files, the administrator’s file, the risk engine’s export, a spreadsheet that holds it together. Medusa writes the brief before the desk opens, in your definitions, every number linked to its source.
02
A PM’s “what if” takes a day to answer.
The numbers live in different systems, and only one person knows how to join them. Ask Medusa in plain language and get the answer while the decision is still open.
03
You’re launching, and choosing your stack now.
An allocator’s due-diligence questionnaire will ask how you monitor risk. Walk in with institutional-grade risk answers from day one, on the systems you already chose.
Boutique hedge funds ($100M–$2B AUM) · Lean asset managers ($500M–$10B) · Single and multi-family offices
The problem
Boutique funds have the systems,
the dashboards and the spreadsheets.
Not the time to watch them all.
Excel is the operating system.
Positions, risk, P&L and overrides live across 10–20 workbooks, VBA, ad-hoc scripts and vendor exports. A simple portfolio question can take hours to become a trusted answer.
Enterprise tools need a team.
MSCI Barra, Axioma, Clearwater: typically $100K to $500K+ a year, plus the people to run them.
Three teams, three answers.
Ask “What’s our China exposure?” and risk, reporting and investment teams give different answers. No single version of the portfolio to watch.
Every vendor shows you their version of your portfolio.
Medusa shows you yours.
The risk, reporting and quant research capability of a large firm, without the headcount or the enterprise price tag.
Your book, the way your team sees it.
One data layer, your definitions. Agents on top. Every agent reads one view of the book, in your own terms, so the answers agree.
Your existing stack
Your Excels · Broker files · Risk systems · Market data feeds · Legacy scripts.
One view of your book
Your positions, OTC prices, PnL · Your sectors, limits, risk metrics, model mix, overrides. Reconciled at ingestion: built from your files and systems when we onboard you.
AI agents
Monitoring and alerts · Answers and stress tests · Portfolio construction · Firm-wide view · Custom agents.
Medusa gives everyone across the firm the same view of the portfolio the investment team has.
The PM asks about factor risk. The CIO asks what changed since Monday. IR gets a client question about semiconductor exposure. Compliance asks about a concentration limit. Today each of those goes back through the investment team. On Medusa they read the same view of the portfolio, in the team’s own definitions, and get the answer the PM would get. Analyses are shared across the team, with every number’s source and who asked it.
Risk is where we start. From there, every desk reads the same view, from the CIO to the committee table.
Why Medusa
Your book. Your stack. Your cloud.
No migration. Medusa adapts to the way you invest.
Built by a hedge fund insider.
Eleven years inside hedge funds, seven of them at Pictet. We built the workflows we now automate.
Built on your stack.
Works on top of Bloomberg, MSCI, Axioma, Enfusion or whatever you already run. Your sector definitions, your model mix, your conventions.
Priced for lean investment teams.
AI-native from the ground up, so fitting Medusa to your firm costs a fraction of what enterprise vendors typically charge.
In the room
A voice at the table.
Medusa sits in your investment committee. It listens, answers on your book, and logs what you decide.
Our thesis: as models become a commodity, the edge moves to context, the judgment, knowledge and workflows a firm encodes into its AI. Read the thesis →
How we engage
Two engagement paths. Usually both.
The setup and maintenance of SaaS, the fit of a custom build.
Start here: a six-week pilot
Forward-deployed engagement
Founder-led. We ingest your fragmented investment data, automate your highest-pain workflow, and deploy conversational agents on top.
- • A paid pilot on your own data, scoped on a call after the demo.
- • Delivered in about six weeks. Pilot fee credits toward Q1 platform fees on conversion.
"My positions are in 15 Excels and I want to talk to them."
Then: the platform
Platform subscription
One product, Medusa or Medusa Firm-wide, on your reconciled data, on a monthly subscription. Priced per firm. Everyone on the team uses it.
- • Full platform access at boutique scale.
- • Priced for lean investment teams, not enterprise budgets.
"I want everyone on the team to see the same book."
Runs in your own cloud · Externally reviewed · Your data never trains a model · Security and data ownership →
Let's find out if Medusa fits
Start with one problem, on the data you already have. Try the agent yourself on our demo book, or book a free review: the person who builds your risk pack walks us through it on screen, and you get one page back on what a large firm's risk desk would see and what can be automated.