Approach
An investment office
that knows the context.
We are developing an office that maintains the record, develops the brief and works with investment partners to pursue what belongs in your portfolio. These pages describe the planned service.
A continuing relationship
Give the office
the next piece.
Forward a statement to your Argosy address. Send a text about an investment. Call when your circumstances change.
Your office connects those updates to existing holdings, obligations and instructions. A company you admire can become a sourcing question. A planned purchase can reduce the cash available for another commitment.
The record retains its sources. Missing information and uncertainty remain visible.
See the office at workFrom requirements to investment
The brief
guides the search.
An existing fund, a direct purchase or a new shared program may meet the need. Each route is judged against the portfolio and the available alternatives.
Specify the investment.
Define the exposure, amount, timing, acceptable terms and restrictions. Record separately who can approve or act.
Investigate supply.
Investment partners investigate assets, sellers and structures. Demand informs the search; it does not establish availability or price.
Evaluate the terms.
Bring diligence, costs, rights and funding requirements back to each portfolio. Determine who can participate and in what amount.
Establish the obligations.
An authorized party accepts the relevant agreements. Sufficient commitments are one closing condition; required consents and funding must also be in place.
Carry the record forward.
Track ownership, notices, capital calls and remaining commitments. Use that history in the next decision.
For advisers
Keep the
client relationship.
The office is designed to work across your client book. Each client has a separate portfolio record and mandate. An update to one client does not change another’s instructions.
You and your client set Argosy’s authority. Research may proceed without investment authority. A mandate may require your review, reserve decisions for the client or permit specified actions within defined limits.
Decisions outside those limits return for approval. Revoking future authority does not cancel obligations already accepted.
Investment partners
Argosy represents
the investor’s brief.
Investment partners supply sourcing, underwriting and the specialist work required to execute investments. A fund’s manager acts under that fund’s agreed rules.
The intended architecture draws on Megalith’s investment-management and sourcing expertise, alongside other specialist partners. Argosy relates proposals to each investor’s circumstances and coordinates compatible participation.
The proposal identifies who sources, who decides and who is paid. An affiliated proposal is assessed against the same portfolio requirements and alternatives.
Another route
A specific asset
can be the brief.
Consider a company-approved purchase of employee shares in a private robotics business. Interested investors describe the exposure and terms they can accept. A partner investigates willing sellers, available shares, price and transfer restrictions.
The actual proposal returns to each portfolio. Some investors accept different amounts; others decline because they already own enough through existing funds.
The acquisition closes only with the required agreements, company consent and funding. The office then records the actual ownership and its effect on each portfolio.
Illustrative acquisition; no real company, offering or promised access.
AI and authority
Each conversation
adds to the record.
In the planned office, AI agents read documents, maintain investment records and investigate opportunities. They work within assigned authority, including the actions that require approval.
A document is evidence. An instruction can change a mandate. An accepted agreement creates obligations. Argosy keeps those distinctions in the record.
The proposed technology architecture uses Dark Matter for persistent records and bounded delegated work. The aim is to reduce repeated interpretation while retaining each investor’s circumstances.
Read the AI methods reportWhat do you
want to own?
Start with your portfolio, an investment interest or a question.
Contact Argosy