Risk and decisioning, governed and real-time.
Models must be fast, fair and fully auditable.
We help mid-market banks, asset managers and PE firms turn data trapped across core, market and deal systems into profitable, defensible decisions, with the lineage and audit trail regulators expect.
AI changes how the work gets done here: the tasks that take a team days run in hours, with your people reviewing the exceptions. It shows up as cost, revenue, and the pace of improvement.
Three workflows, three targets. Each moves to the level its P&L needs.
- Reconciling risk data, Bank: moves from Level 1 to Level 2. Reconciled by hand across core systems. One governed view, with lineage.
- Flagging fraud, Bank: moves from Level 1 to Level 3. Overnight batch, flags reviewed next day. Transactions, market and customer data in one view. Flagged in the transaction path, analyst reviews.
- Screening inbound deals, Deal team: moves from Level 1 to Level 4. Each CIM read by hand. PitchBook, DealCloud and your own signals in one view. An agent scores each CIM. Sourcing and screening agents hand off; deal team decides.
Three workflows, three targets. Each moves to the level its P&L needs.
- Reconciling risk data, Bank: moves from Level 1 to Level 2. By hand. One view.
- Flagging fraud, Bank: moves from Level 1 to Level 3. Overnight. One view. In the path.
- Screening inbound deals, Deal team: moves from Level 1 to Level 4. By hand. One view. Agent scores. Agents hand off.
Azure
Reconciled by hand, reviewed in overnight batches.
- Banks
Data silos
Risk, market and customer data trapped across core systems no one can reconcile in real time.
- Banks
Decisions after the fact
Fraud and credit decisioning must happen in the transaction path, not an overnight batch.
- Deal teams
Deal data in too many places
PitchBook, DealCloud and proprietary signals sit apart, so every screen starts with pulling them together.
Core, market and deal data on one governed foundation, built to absorb acquisitions and expansions.
FactSet
NetSuite
Preqin
Workflows we have moved.
From client engagements: in each, the steps a team did by hand now run on software, and a person reviews the exceptions. That is what AI does here: cost, revenue, and the pace of improvement.
CIM review cycles 4x faster
Reviewing a confidential information memorandum
Level 3 means an agent runs the workflow and a person reviews. See the five levels
A financial services company is judged on decisions it can defend to a regulator and numbers that roll up cleanly. We put core, market and deal data on one governed foundation, built to absorb acquisitions, so every portfolio company reports the same way.
- Financial Services85%less time to produce a full risk reportThe Hartford cut risk report production from weeks to 2 days
- Financial Services · Level 360%less analyst time mapping client financial dataExactera cut client data mapping time 60% with a document agent
- Financial Services · Level 220xmore external data sources covered for research teamsBlackRock went from 50 to 1,000+ automated external data sources
Three stages and an advisory retainer, with published prices.
- Find where AI paysStage 1 of 3
Assess
Know where AI creates value.
- Time
- 2 to 4 weeks
- Price
- $25K to $50K
A free diagnostic first, then the full readout: opportunity map, ROI model, 90-day plan, board-ready.
Explore Assess - Build the first workflowStage 2 of 3
Build
Ship the first workflow.
- Time
- 3 to 6 months
- Price
- $75K to $350K
A senior pod takes one function to Level 3 (software runs the workflow, people review the exceptions) in production. First workflow live by day 100.
Explore Build - Repeat it across the portfolioStage 3 of 3
Scale
Repeat it across the book.
- Time
- Per year, annual agreement
- Price
- $250K to $1.5M+
What ships at company one is the starting point at company two. 3 to 15 companies.
Explore Scale - A senior AI lead on retainerAlongside every stage
Advisory
Fractional AI leadership.
- Time
- Monthly, 3-month minimum
- Price
- $15K to $30K / mo
A Portfolio Success Partner for board reporting, governance, and vendor management.
Explore Advisory
Common questions.
What does Blue Orange do for financial services companies?
We help mid-market banks, asset managers and PE firms turn data trapped across core, market and deal systems into profitable, defensible decisions, with the lineage and audit trail regulators expect. Models must be fast, fair and fully auditable. We build on Claude and Databricks.
Does Blue Orange work with private equity deal teams?
Yes. PitchBook, DealCloud and proprietary signals sit apart, so every screen starts with pulling them together; we put them in one view, reading from PitchBook, DealCloud, Preqin and Salesforce. A private equity fund ($2B AUM) now screens inbound deals in 5 minutes per CIM instead of 4 to 6 hours.
What results has Blue Orange delivered in financial services?
The Hartford cut risk report production from weeks to 2 days, 85% less time per full report, with Tableau dashboards on its data warehouse. Exactera cut client data mapping time 60% with an LLM document agent built in a four-week sprint. BlackRock went from 50 to more than 1,000 automated external data sources with a collection system on AWS.
Can fraud and credit decisions happen in real time?
Yes, and they have to: fraud and credit decisioning must happen in the transaction path, not an overnight batch. Flagging fraud moves from an overnight batch with flags reviewed next day, to transactions, market and customer data in one view, to flags raised in the transaction path with an analyst reviewing (Level 3, L3).
What does the PE sponsor get from a financial services portfolio company?
Decisions it can defend to a regulator and numbers that roll up cleanly. We benchmark and analyze portfolio company performance on one governed foundation, built to absorb acquisitions and expansions, and the operating partner reads the same trusted view the analysts, deal team and executives work from.
How do we start, and what does it cost?
Book a free diagnostic. For a bank or asset manager it usually starts with reconciling risk data or flagging fraud: a read-only look at your systems places you on our five AI maturity levels (L1 to L5), with a six-dimension readout and a ranked workflow list. Complimentary for qualified companies; the full Assess is 2 to 4 weeks at $25K to $50K fixed.