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Otterd

Your existing tools. More capable workflows.

Otterd builds custom AI workflows for private equity and hedge fund teams—connecting the systems you already use to reduce repetitive work.

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Tell us about one workflow your team does manually.

Spreadsheets, email, documents and shared folders connect into one workflow Four sheets of paper labeled spreadsheets, email, documents and shared folders. Fine lines join them to one folded sheet labeled one workflow. Your systems stay where they are. One workflow Spreadsheets Email Documents Shared folders

How we work: Build, Operate, Transfer

We build it, run it with your team, then hand it over.

  1. Build

    We learn one workflow and build around your systems.

    Who runs it Otterd

  2. Operate

    We run it with your team and refine it.

    Who runs it Otterd with your team

  3. Transfer

    We hand it over and document it.

    Who runs it Your team

Works with Claude, ChatGPT, Grok or the model you already use.

Example: checking documents against a checklist

Illustrative example, not a client case study

The workflow runs as a loop Five steps in a ring: documents arrive, an agent checks them, exceptions are flagged, a summary is emailed, and a person reviews and decides. The next document starts the loop again. Your AI model
  1. Documents and checklist . Documents arrive with your checklist.
  2. Agent checks . An AI agent checks each item.
  3. Exceptions flagged . Possible issues are marked.
  4. Email summary . A short summary is emailed.
  5. Person reviews and decides . A person reviews the flags and decides.

Before

Someone checks documents and writes updates by hand.

After

An agent runs defined checks and flags possible issues. A person decides.

The agent supports the review. It does not replace it or guarantee compliance.

Where we fit

A broad rollout replaces your tools. We build one workflow around the LLMs and tools you already use.

Broad software rollout compared with focused workflow implementation
What it involves Broad software rollout Focused workflow implementation
Scope Many teams at once. One workflow, chosen with you.
Tools and models A new platform, often with a new AI model. The LLMs and tools you already use, such as Claude , ChatGPT , Grok . We connect them.
Migration Data moves and tools get replaced. You keep your systems. Nothing gets replaced.
Team adoption People learn a new system. People use the same tools, with an AI agent doing the routine steps. We test with the team first.

Who you work with

Hiro and Eric join your team's tools, the tools light up and the pipeline speeds up Three people on your team connect to your tools: spreadsheets, email, documents and shared folders. Hiro and Eric join at the tools. The tools take on color and the flow into one workflow speeds up. Hiro Portrait of Hiro Kuwana Eric Portrait of Eric Wu
Your team Your tools One workflow