Hedge Funds

Your edge, compounding on Claude Code.

AI that mines your process, leverages your talent, and compounds your IP — an architecture no other fund can buy.

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Consensus AI use is not an edge. It's a liability.

A simple neural net can replicate 71% of active fund managers' trades. The managers worth paying for are the ones AI cannot predict. Using the same AI tools as everyone else makes you more predictable, not less.

SaaS AI is everyone's AI

Bloomberg rolls out the same features to every terminal. Rogo and Hebbia search the same documents for every subscriber. Same logic, same outputs. That's not edge.

Their logic, not yours

SaaS tools encode the vendor's research process. Your team's way of building conviction, testing theses, sizing positions — none of that is in the system.

IP depreciates

Your best analysts' frameworks, your PM's pattern recognition, years of institutional judgment — locked in disconnected files. Used once, then forgotten.

AI that runs on your process, not a vendor's.

Kith OS connects Claude Code to your entire research layer. The architecture learns how your firm builds conviction — and applies it at a scale no team can match.

01

Your frameworks, encoded

How your PM evaluates management teams. How your analysts decompose a thesis. How your firm sizes positions. The architecture executes using your logic, not a generic template.

02

Attack consensus at scale

Hunting parties run against your coverage universe — identifying what consensus believes, decomposing the assumptions, attacking them with evidence. The PM picks the cracks worth pursuing.

03

Every analyst sharpens every other

One analyst's deep dive on semis automatically becomes context for another's work on enterprise software supply chains. The system connects what your team already knows.

04

Research compounds into IP

Every thesis, every interrogation, every position accumulates as context. Six months in, the architecture surfaces patterns your team hasn't articulated yet. That's not a feature. That's an asset.

Why It Works

The system around the model matters more than the model.

The edge isn't which AI model you use — every fund has access to the same ones. The edge is what you connect it to. Kith builds the architecture around your research process. Better models make it smarter. Your firm's IP makes it sharper. Both compound together.

What this looks like.

Signal generation

Automated hunting parties identify where consensus is vulnerable. Output: a thesis holds, or it's cracked. The PM decides what's worth pursuing.

PM interrogation

Adversarial dialogue pressure-tests the crack from every angle. The system provides surface area. The PM provides judgment.

Production

Surviving theses become trade maps, position sizing, research notes — connected directly to your systems. No copy-paste, no stranded deliverables.

Full data access

Every system with an API, every file on a drive. The model figures out the interface at runtime. No connectors to build.

Start without risk.

We build a simulated version of your firm's research environment — realistic coverage universe, your analytical frameworks, your deliverable formats. You see the architecture working before you commit production systems.

See It

The demo runs a live hunting party against consensus on a name you choose.

See a Demo