A de-identification layer for solo RIAs that automatically strips client names, account numbers, and identifying details before your query goes to the model. You keep your workflow. You lose the exposure and the tedium.
$0 today. Billing starts after 90 days, and only if we've shipped.
You copy the portfolio data, manually delete the client name and account number, paste what's left into Claude, get something useful back, then spend a few more minutes re-contextualizing because you stripped too much.
In the back of your mind you know that one rushed paste, one moment where you forget to scrub something, is all it takes. You don't have a compliance team to build a real solution, and enterprise tools are priced for institutions.
So you do the manual dance every time, take a risk you hope nobody notices, or skip AI entirely and watch peers get faster without you.
The frontier AI provider never sees the original data — identified or otherwise. You get the analysis; the exposure stays with you.
No new interface to learn. You keep working the exact way you work now.
Client names, account numbers, and identifying details are removed before the query reaches the model.
Responses are re-contextualized so the analysis still makes sense — without the five to ten minutes you spend redacting by hand.
Billing starts at $39/mo per user after 90 days, and only if we've shipped by then. Reserving locks the founding-member rate.
Ship guarantee: you are not charged for 90 days. If we haven't shipped by then, you are never charged at all. If we have shipped and it isn't for you, cancel before billing starts.
Nothing. Reserving costs $0. Billing starts at $39/mo per user after 90 days, and only if we've shipped by then. If we haven't shipped, you are never charged.
Because the manual version only works until it doesn't. One rushed paste, one field you missed, and you have a problem. This does the same thing you're already doing, automatically, every time, without the cognitive overhead or the risk of a slip. It also gives you back the five to ten minutes per query you spend redacting right now.
Claude to start. It's the tool you're already using for client work. We are not asking you to switch to something new.
The goal is zero new interface — you keep working the way you work today, minus the manual scrubbing step. We'll walk you through setup personally when early access opens.
The catch is that you're early. You're locking $39/mo per user before the price reflects the full product, and founding members keep that rate. There is no enterprise upsell hiding behind it.
Cancel any time. There is no annual commitment and no cancellation fee. And since billing doesn't start for 90 days, you can walk away before paying anything.