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Aberrium

Data & AI consultancy for private capital

Turning documents into decisions

Family offices, private funds and wealth managers receive more paper than their headcount can read. We build the data foundations and the AI workflows that turn it into something the team can act on — inside your own environment, with the IP staying yours.

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We build on

By the time a number reaches the board, six people have touched it and nobody can say where it came from.

That is not a technology problem and it does not get better with headcount. It is what happens when the same figure lives in a custodian PDF, an administrator's statement and a spreadsheet somebody maintains out of habit — and the week before every reporting deadline goes to reconciling the three.

That week is what we give back.

What it looks like

The same information, finally agreeing with itself

It arrives however it arrives

Statements, capital calls, side letters, feeds and inboxes — converging on one record.

  • Custodian statements
  • Capital calls
  • Quarterly reports
  • Side letters
  • Bank feeds
  • Data rooms
One record

One definition of each number

Three sources disagree. The report can only say one thing.

Meridian Infrastructure III — Q3 capital account

  • Custodian statement12,480,000
  • Fund administrator12,512,400
  • Portfolio system12,480,000
Stated once12,512,400

Administrator is the record for capital accounts; the 32,400 delta is an unposted Q3 expense accrual.

It raises its hand

The exception, surfaced to a person. Not another report to review.

  • Covenant headroom below 15%Harbourline Holdings · FY25 management accounts
  • Q3 capital account not receivedAldgate Credit Opps · 9 days past the usual date
  • Valuation moved 8.4% against the sectorNorthrow Property Co · June valuation report
  • Capital call due in 6 daysMeridian Infrastructure III · call no. 11

And the figure can be traced back

Every number on the pack knows which document it came from, and who touched it on the way.

Custodian PDF

arrives by email

Extracted

with the source page kept

Reconciled

against the administrator

Board pack

and it can be sourced

What we do

Five things we build

One place where every position, cost and valuation agrees.

  • Ingestion from custodians, administrators and portfolio systems
  • A data model shaped around how you actually invest
  • Reconciliation where sources disagree, with the lineage kept
  • Governed access, by role and by entity
The practice in full

How you work with us

It starts with two weeks you can walk away from

There is no discovery call that turns into a statement of work. The diagnostic is a fixed-price piece of work with a defined output, and if the plan it produces is not worth doing, the right outcome is that you do not do it.

How an engagement runs

Where everyone starts

The Diagnostic

Two weeks following the information, not the org chart.

  • A map of where information enters and who rekeys it
  • Workflow mapping, desk by desk
  • A sequenced build plan with costs attached
  • A build-versus-buy call on each part of it

Two weeks · fixed price · yours to walk away from

Contact us about it

Once the plan is agreed

Build

Foundations first, then the assistive layer on top.

The unglamorous half, done first: ingestion, the model, reconciliation where sources disagree. When that is right, everything after it is cheap. When it is skipped, everything after it is theatre. Priced per phase against the plan the diagnostic produced, so there is nothing open-ended to sign.

Priced per phase · no minimum term

Or hand it over

Run

We stay responsible for what we ship — until you would rather not.

Models change, vendors change, and your firm changes faster than either. We keep what we built current and review quarterly whether it is still earning its place. If you would rather run it in-house, you get the documentation and the enablement to do that. The IP was always yours.

Quarterly · cancellable · IP stays with you

  • Your environment, your tenancy
  • The IP stays yours
  • No training on your data
  • Reviewable, auditable output
  • GDPR
  • Encrypted in transit and at rest

A person keeps the pen. Every output is reviewable and carries the provenance of the answer.

Our view

What we think, and what we will be held to

Aberrium is an upcoming firm, so there is no case study wall here and there will not be a fabricated one. What we can offer instead is the argument — four positions the practice is built on, each of them already enacted in how we work.

The constraint is attention, not ambition.

A family office covering directs, funds, real assets and the family's reporting with a handful of people is not short of conviction. It is short of hours — spent reconciling the same figure across three systems before anyone can act on it. We automate the collation and leave the judgement alone.

Foundations before cleverness.

Most AI work at investment firms fails in the same place: something impressive is built on top of data nobody trusts, and it quietly stops being used. We run engagements in the order that avoids that, even when it means a slower start and a duller first quarter.

A person keeps the pen.

Most of the reading in an investment firm is structured enough to assist and too important to automate blindly. Every output is reviewable, every answer carries the provenance of what it was drawn from, and nothing is posted to a report because a model was confident.

Small, or not at all.

We keep the engagement list short on purpose. If we cannot give yours proper attention we will say so and point you somewhere better. A consultancy that is never full is one that has never turned anything down, and you are entitled to wonder why.

Who we build for

Built for the firms where attention is the constraint

Tell us what your team keeps re-doing by hand.

It is usually the best place to start. The reply comes from the people who build, normally within two working days.

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