With your team
We build it with your team
Your people work alongside us. The first step comes off the month-end queue while we build, and you keep a team that can take on the next one without us.
You own it when we step back.
For family-office CFOs
Your month-end, across every entity you hold.
AI pays only at the step where work waits. In a family office, that is rarely the investing. It is the roll-up, the reconciliation, the notice and the paper that wait for someone to get to them. We find that step with you, and put AI to work there first.
Talk to us
Privacy first: your data never leaves your office.
Where your month waits
Four steps where the work queues.
The same four come up in almost every month-end. One of them holds the rest back. That is where AI goes first.
01
Roll-ups
Manager and entity reports, gathered and rolled up into one view.
02
Reconciliations
Bank and custodian statements matched to your books, with every break listed.
03
Capital calls and distributions
Each notice read, checked against the commitment, and queued for approval.
04
Investment papers
Memos, fund reports and decks read, with the points that matter pulled out.
Privacy first
Your data never leaves your office.
The model can run on your own machine. Nothing is sent to a cloud you do not control.
- On your own machineThe model runs inside your office, on hardware you own.
- Read-only to startIt reads statements, reports and papers. It changes nothing in your books.
- A named person approvesNo payment, transfer or filing moves until one of your people signs.
- Every step loggedWhat was read, what was proposed, who approved it and when.
Your AI team
A chief of staff and four specialists.
Each AI employee has one job at the step where your month waits. Every item comes to you, or the person you name, to approve.
AI All five are AI employees. You are the only person on this chart.
YouCFO or principalThe person who approves.
DishaAI Chief of StaffReads mail, meetings and the books across every entity. Turns the monthly review into owned, dated actions, and routes work to the team. Never decides.
- NishaConsolidation AnalystRolls up manager and entity reports into one view.
- DevReconciliation ClerkMatches bank and custodian statements to the books, and lists every break.
- TaraCapital Calls OfficerChecks each call and distribution against the commitment, and queues it for approval.
- KabirInvestment Paper ReaderReads investment papers and pulls out what you need to decide.
Month-end, day 3 Entities in scope 14 Manager reports in 11 of 14 3 chased this morning Bank and custodian breaks 6 listed, each with its evidence Capital calls due 2, queued for your approval Papers read overnight 4, a one-page note on each Waiting for you: 2 approvals. Nothing moves until you sign.
Demo. A fictional family office; its figures are illustrative.
Two ways to work with us
With your team, or run for you.
Loopsmith services: AI-native services. Our AI does the work, our engineer runs it, your people approve every step.
Run for you
Our Loopsmith runs it for you
A Loopsmith, our engineer, runs your AI team and keeps it running. For offices without people to spare, or principals who want it done fast.
The Loopsmith does the work. Your people approve.
Who we are
An operator and a builder.
One founder has sat in the chair that owns the number. The other has spent a career redesigning the work behind it. You get both in the room.
Co-founder · The operator
Ishaan Gupta
Ishaan runs a company from the CEO's chair, and has already put this approach to work inside it. The savings were measured, not estimated.
Ishaan knows what it takes to change how work gets done when the month still has to close.
In stealth · To be announced
Co-founder · The builder
Ex-BCG. A former management consultant who left the slides behind to build, and has since transformed several companies from the inside: the processes, the systems and the teams that run them.
In stealth for now. To be announced soon.
Why the pair matters. An operator knows which number keeps you up at night. A consultant who builds knows how to change the work behind it, and make the change stick after we leave.
Talk to us
Find the step where your month waits.
Tell us a little about your office. Then a short conversation about where work waits. No price list and no obligation.