sethz.Discuss your priorities
CAPABILITIES01 / CAPABILITIES

Your ambition.
Our engineering.

We build custom tools and connect your data and applications to help your firm develop opportunities, deliver services and understand performance.

Discuss your priorities
Growth IntelligenceAdvisory IntelligenceClient Delivery PlatformsBusiness IntelligenceWorkflow Orchestration

A CONNECTED WORKFLOW

Intelligence, in practice.

Explore the information, tools and responsibilities behind each step.

Research

Define the opportunity.

Collect source-linked company context around your sector, service or acquisition criteria.

START WITH
Agreed target criteria
PREPARE
Company brief with source context

Illustrative workflow · No live client data

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WHAT WE BUILD

Five capabilities.
Built around you.

01

GROWTH INTELLIGENCE

Reach the opportunities that fit your firm.

Build a focused growth system around your ideal client profile or acquisition criteria. Connect company research, qualification, outreach and meeting coordination so your team enters conversations with relevant context.

Discuss growth intelligence

What we build

Target research tools, prospect records, qualification frameworks, outreach workflows, meeting briefs and pipeline reporting connected to your CRM or agreed business systems.

Applications & intelligence

What the service includes

Research, qualification and meeting setting can be delivered as a managed programme alongside the technology, according to the scope.

For advisory firms

Identify prospective clients that match your sector, service and engagement criteria, then support relevant conversations with decision-makers.

For private equity firms

Identify acquisition targets that match your investment criteria, organise owner research and support qualified conversations.

Intelligence provided

Target fit, source-linked company context, relationship history, pipeline progression and follow-up priorities.

Outcome focus

Better-qualified opportunities and a more consistent path from research to a useful meeting.

02

ADVISORY INTELLIGENCE

Put your expertise into a powerful delivery system.

Turn your firm's methodology into custom assessment tools, scoring frameworks and report engines. AI helps organise evidence and prepare findings, while your professionals interpret and approve the result.

Discuss advisory intelligence

What we build

Client questionnaires, evidence collection tools, agreed scoring logic, source-linked findings, draft report engines and reviewer interfaces.

Applications & intelligence

Applications

Business assessments, acquisition-readiness tools, financial-readiness assessments and other advisory frameworks defined by your firm.

Intelligence provided

Assessment findings, evidence gaps, methodology-based scores and draft recommendations tied to the information supplied.

Outcome focus

More consistent preparation and a scalable delivery process built around your expertise.

03

CLIENT DELIVERY PLATFORMS

Give clients a connected experience of your firm.

Create a purpose-built environment where clients submit information, follow engagement progress, receive approved reporting and complete actions. Connect that experience to the people delivering the service.

Discuss client delivery platforms

What we build

Onboarding forms, client portals, document exchange, progress views, approval steps, report delivery and action-plan tracking.

Applications & intelligence

Applications

Advisory engagements, borrower intake, wealth management onboarding and other client-facing processes with defined requirements.

Intelligence provided

Submission progress, outstanding requests, engagement status and the next actions relevant to each user.

Outcome focus

Clearer communication and a more coordinated client experience.

04

BUSINESS INTELLIGENCE

Give your team a clearer basis for decisions.

Bring relevant information from business applications, portfolio submissions and selected external sources into usable reporting and analytical tools. Surface trends, gaps and exceptions with supporting information available for investigation.

Discuss business intelligence

What we build

Data connections, agreed metric definitions, dashboards, recurring reporting tools, analytical views and AI-assisted summaries with source context.

Applications & intelligence

Applications

Growth pipeline reporting, engagement performance, portfolio monitoring, recurring company reporting and service delivery analysis.

Intelligence provided

Performance trends, movement against agreed metrics, incomplete information and items requiring review. Reporting periods and information status remain visible.

Outcome focus

Less fragmented reporting and easier access to the information needed to assess performance.

05

WORKFLOW ORCHESTRATION

Make execution work across the business.

Build the connections between people, applications and responsibilities. Automate routine coordination and give teams visibility into what needs attention, who owns it and what happens next.

Discuss workflow orchestration

What we build

System integrations, task routing, document requests, reminders, review queues, approval workflows and exception handling.

Applications & intelligence

Applications

Mandate execution, client handoffs, information collection, internal approvals and recurring operational processes.

Intelligence provided

Work status, overdue items, dependencies, process bottlenecks and responsibility for the next action.

Outcome focus

More reliable execution and fewer manual coordination steps.

CONNECTED IMPLEMENTATION

Individual tools.
One connected system.

These capabilities can work together. A qualified opportunity can become an engagement, client inputs can feed an advisory tool, and approved outputs can inform reporting and follow-up. We design those connections around your firm's requirements and existing technology.

PRACTICAL QUESTIONS

Clear answers.
A useful starting point.

What does Sethz build for financial services firms?

Sethz builds custom AI systems and connected business tools for growth, client delivery, reporting and internal workflows. The scope can include prospect research and meeting setting, advisory assessments, client portals, business intelligence and workflow coordination.

Which financial services firms does Sethz work with?

Our focus is private equity, M&A and corporate finance advisory, business and transaction advisory, private credit and debt advisory, and wealth management. We prioritise midsized firms, with focused implementations also available for smaller teams.

Can you work with our existing CRM and business tools?

We assess your existing platforms, available interfaces, permissions and information quality first. We configure or integrate supported tools and build custom components where the requirement calls for them. Feasibility depends on the access and capabilities available.

Does AI replace professional judgement?

Your firm retains responsibility for financial and advisory decisions. We define the approved inputs, source visibility and review workflow so AI can support preparation and analysis with appropriate professional oversight.

How do we start an engagement?

Start with the business outcome and the process you want to improve. We assess the systems, data and operating responsibilities, then agree a scope, deliverables, dependencies and evaluation measures. Timing and commercial terms depend on that scope.

A FEW PRACTICAL QUESTIONS

Before we
begin.

Are you building tools or providing a managed service?

We build and integrate the systems. A managed service can also be included for defined activities such as growth research, meeting coordination or recurring reporting support. The proposal makes each responsibility explicit.

Do we need to replace our existing software?

We assess what your existing systems can support first. The requirement may be met through configuration, integration, custom development or a combination of these.

Where does the data come from?

Sources are agreed for the implementation. They may include your business systems, client or portfolio submissions and external datasets your firm is authorised to use. The design defines access, refresh frequency and source visibility.

Can we begin with one capability?

Yes. A focused requirement gives us a clear scope for building, testing and measuring the system before connecting further processes.

LET’S BUILD WHAT’S NEXT

Your next opportunity.
A system to support it.

Discuss where your firm needs stronger growth, better delivery or clearer intelligence.

Discuss your priorities