AI Research Infrastructure

Built for
investment
managers.

We design and deploy bespoke AI research pipelines that process SEC filings, institutional data, and proprietary sources — queryable through natural language in minutes, not months.

Book a Diagnostic
01# Twill Capital research pipeline
02
03query("What are RIOT's full year 2025
04  financial results and cost to
05  mine bitcoin?")
06
07# Sources: sec_filings · newsletters
08#          13f_holdings · job_postings
09
10 Total revenue: $647.4M
11 Bitcoin mined: 5,686 BTC
12 Cost to mine: $49,645 / BTC
13 Source: RIOT 10-K (2026-03-02)
1.7M+
Indexed Chunks
22
Tickers Tracked
<60s
Weekly Refresh
What We Build

Research infrastructure
as a competitive edge.

Premier investment firms have always had information advantages. We make that infrastructure accessible to emerging managers — purpose-built pipelines that index, synthesize, and surface exactly what your strategy requires.

01
Start here
Research Stack Diagnostic

A focused engagement to assess your current research workflow, map your data landscape, and deliver a concrete architecture recommendation — before committing to a full build.

  • 45-minute intake call
  • Audit of current research workflow
  • Recommended source map
  • Proposed RAG architecture
  • First-use-case recommendation
  • Budget & implementation memo
$3,000
100% credited toward a full build if you proceed within 30 days.
Book a Diagnostic
02
Bespoke Pipeline Build

A fully custom AI research system built around your strategy — SEC filings, institutional 13F data, job postings, newsletters, and proprietary sources, all queryable through natural language. Designed, built, and delivered in 2–4 weeks.

  • Custom data source integration
  • RAG pipeline with recency scoring
  • Source reliability hierarchy
  • Natural language query interface
  • Automated ingestion schedules
  • Documentation & training
$15,000 – $40,000
03
Retainer & Maintenance

Ongoing support as your strategy evolves — new data sources, new tickers, model upgrades, and reliability monitoring. Keep your edge current without maintaining the infrastructure yourself.

  • New data source onboarding
  • Model upgrades & tuning
  • Reliability monitoring
  • Priority support
  • Quarterly architecture review
$1,000 – $5,000 / month
Case Study

How Twill Capital
runs its research stack.

Twill Capital is a digital infrastructure hedge fund with a concentrated thesis in Bitcoin mining companies and their conversion to AI data centers. The portfolio manager needed institutional-grade research capability without institutional-grade headcount.

We built a multi-source RAG pipeline that indexes SEC filings, research documents, institutional 13F holdings, job postings, and newsletters into a single queryable system — updated automatically on a weekly cadence.

1.7M+
SEC Filing Chunks
6
Institutional Funds Tracked
22
Tickers Monitored
<60s
Incremental Refresh

"The system surfaced RIOT's full-year $647M revenue figure from a filing that dropped yesterday — before the morning brief."

Twill Capital
  • SEC EDGAR Incremental Ingestion
    10-K, 10-Q, and 8-K filings indexed on filing day. Weekly cron refreshes in minutes rather than hours — no full rebuilds.
  • Recency-Weighted Relevance Scoring
    Filings from the last 90 days receive a score boost, ensuring the latest earnings report surfaces before prior-quarter comparables.
  • Source Reliability Hierarchy
    Audited 10-K facts, 8-K management statements, newsletters, and prediction markets each carry explicit epistemic weight — the model knows what to trust.
  • Institutional 13F Tracking
    Vanguard, Fidelity, State Street, Invesco, Citadel, and ARK parsed directly from EDGAR XML — position sizes, share counts, and quarter-over-quarter changes queryable instantly.
  • Job Postings Signal Detection
    Monthly scrape of miner careers pages flags AI/HPC/data center hiring — surfacing infrastructure buildout signals before they appear in earnings calls.
About

Built by a practitioner,
for practitioners.

The tools we build are not theoretical. Every pipeline, every data architecture decision, and every model configuration has been stress-tested against real investment decisions. The Twill Capital research stack — 1.7 million indexed chunks across SEC filings, institutional holdings, job postings, and proprietary research — is the live proof of concept for everything we offer clients.

We work with sub-$100M funds, family offices, and independent portfolio managers who understand that information architecture is a durable edge — and who want to own their infrastructure rather than rent access to generic platforms.

Engagements are deliberately small in number and large in attention. We do not take on clients whose strategy we cannot genuinely improve.

Get in Touch

Start with a Research
Stack Diagnostic.

A $3,000 engagement that audits your current workflow, maps your data landscape, and delivers a concrete architecture recommendation — with 100% credited toward a full build if you proceed within 30 days.

  • Starting at $3,000 — 100% credited toward a full build
  • Focus Investment managers, family offices, emerging funds
  • Response Within one business day
or send a message