**Institutional investor. AI builder. 15+ years in alternative investments.
For 15 years I reviewed alternative investment managers and ran risk and diligence at a multi-family office overseeing $24B+ across asset classes, 2,000+ manager reviews spanning hedge funds, private equity and credit. I sat on the investment board of a $1.5B alternatives program for a decade, was invited to train SEC examiners on hedge fund due diligence after Madoff, and have been quoted in the Wall Street Journal, on Bloomberg and in Reuters. Now I build the AI systems that run those workflows.
What I have built
Institutional research platform Produces an IC-grade diligence brief on a hedge fund, private equity firm or venture manager in minutes instead of days. An agentic pipeline pulls SEC filings, runs sanctions screening, gathers personnel intelligence and web signals, then assembles a structured PDF.
Live MCP server on Smithery: (https://smithery.ai/servers/ndatta18-b06a/altbots) Architecture: ingestion, multi-agent extraction, assembler, ReportLab PDF generation Built on Python, FastAPI, Qdrant, Anthropic Claude, n8n and DigitalOcean
Automated equity research A weekly single-name research pipeline orchestrated in n8n that pulls, summarizes and formats analysis with no manual intervention.
Stack
Python · Anthropic Claude · OpenAI · Qdrant · FastAPI · n8n · DigitalOcean · React
| 🏦 | MD & Global Head of Risk & Diligence — Optima/Forbes Family Trust ($24B MFO) |
| 📊 | 2,000+ manager reviews · 500+ investments closed · $9B+ deployed |
| 🤖 | Building AI automation for institutional finance since 2022 |
| 🤖 | Co-Founder/CEO of Meritas (2021-2023), VC-backed Fintech |
| 🏙️ | Based in New York |
