
The AI operations layer for investment teams.
+32 projects in 2025
Nexus is an official member of Anthropic's Claude Partner Network, the vetted ecosystem of firms that design, build and deploy on Claude, the frontier AI models trusted by the world's most regulated enterprises.
For our clients, the partnership means 3 concrete things: direct access to Anthropic's engineering resources and roadmap, early visibility on model and security capabilities before they're public, and deployments built to the standards Anthropic sets for its partners.
Your team already knows what Claude can do in a chat window. We build what it can do when it knows your business, runs inside your environment, and is allowed to act, safely.
Your team already uses AI. Just not where it matters.
Everyone has tried the chatbots. But the work that actually carries risk : filings, KYC chases, NAV sign-offs, counterparty threads, can't be pasted into a public AI tool, and compliance is right to forbid it.
So the most regulated work in the firm stays the most manual: tracked by hand, chased by memory, reconstructed from old threads when something slips.
The answer isn't another chat window. It's AI that runs inside your environment, on your permissions, with every action on record.
Your missing layer between tools and execution.
Your team already has the information. Nexus captures it, tracks it, and turns it into clear next actions before work slips.
01
Capture
Nexus reads the systems you already approve : Outlook, calendar, documents… and captures work as it appears: requests, deadlines, approvals, evidence. No one creates tasks. No one updates trackers.
02
Track
Every open loop becomes a live item with an owner, a deadline and a status. A summary tells you what happened. Nexus knows what is still open, what changed, and what is quietly becoming risky.
03
Escalate
Nexus reads the systems you already approve : Outlook, calendar, documents… and captures work as it appears: requests, deadlines, approvals, evidence. No one creates tasks. No one updates trackers.
Docs & Review
Executive
Sales & BD
Billing
Compliance
Risk
Legal
Operations
TEAM AGENTS
An agent for every seat
Finance
Runs the daily rhythm: a morning view of what needs attention, follow-up tracking across every thread, and an end-of-day handoff of what moved and what's still open. Nothing waits on someone's memory : the agent holds the state, the team holds the judgment.
Sales & onboarding agent
Executive agent
30+ happy clients
Don't take our word for it.





























