Product Roadmap

Goal-oriented milestones aligned to the financial model. Each quarter shows the headline goal, the business numbers from Financial Model v2.43, and the real feature delivery underneath. Click any 2026 quarter to expand the capabilities that ship. The full agent catalogue is at the foot of the page.

Complete
Q1

First clients live on V1 ▶

Pre-seed funded. V1 Assistant live with the Research Agent. Knightons and New College Capital live on the platform. Foundation laid for the compliance wedge.

£75K
cARR • 2 clients live
Shipped this quarter
Platform architecture · 5-layer, multi-cloud · LIVE Data ingestion engine · LIVE Data ingestion & citations · query your own data · LIVE Research Agent · live web search · LIVE Market Insights Agent · MT Newswires · LIVE Light / dark mode · LIVE Multi-model orchestration · Claude, GPT, Gemini · LIVE
Current
Q2

Compliance launch, Launch Group, close £3M Seed ▶

Ship V2 and launch the compliance suite, MAR surveillance, transaction reporting and suitability. Build the Compliance Launch Group toward 12 firms with Saranac as anchor. Close the seed round.

£413K
cARR • first paying converting
Compliance Suite · the commercial wedge
MAR comms surveillance · LIVE MAR trade surveillance · LIVE Trade-to-comms matching · Jun Org rules engine · Jun Transaction reporting · FCA MiFIR · Jun Compliance report generator · Jun
Platform & assistant
Search & command · ask anything · LIVE Firecrawl web search · LIVE News feed · MT Newswires · LIVE Post-meeting update workflow · LIVE Audit log agent · BUILD
Planned
Q3

Client File, advisory agents, multi-jurisdiction ▶

Launch in Switzerland and Milan. Voice transcription and the Client File go live. Client research, fund research and suitability agents land. Compliance extends to Italian and Swiss rules. Back-office documentation and portfolio agents begin.

£733K
cARR • 8 clients live
Client advisory & Client File
Client File · single client view In-app notetaking Relationship management · client folders Client Research Agent Fund Research Agent · Morningstar Voice transcription · mobile & web
Compliance & back office
Suitability agent AML agent Multi-jurisdiction · CONSOB (IT) + FINMA (CH) AI form auto-fill Document vault
Portfolio
Brokerage & custodian feeds Portfolio Builder Agent · MDOTM Portfolio commentary
Target
Q4

Enterprise-ready platform, mobile, family office ▶

Client File full-loop live data, the standalone mobile app and the client-facing portal go live. Portfolio aggregation and rebalancing reach GA. The Family Office Suite opens with entity mapping. The platform is enterprise-ready across front and middle office.

£965K
ARR • £1.38M cARR
Ships this quarter
Client File · live data, zero manual entry Standalone mobile app Daily dashboard · role-based widgets Client-facing portal Branded document generator Portfolio aggregation layer Drift & rebalancing alerts Consolidated reporting Family Office Suite · entity mapping
£965K
ARR (Dec 2026)
16
Active Clients
32
FTE
-£1.73M
EBITDA
Target
2027

Scale across UK, Switzerland, Italy ▶

The full compliance suite runs across UK, Italian and Swiss rules. Client File and advisory workflows in production. Scenario modelling, prospect intake with auto-KYC and family-office consolidation roll out, and the marketplace deepens. Milan hub operational; regulated services begin.

£4.88M
47 clients • 35 FTE
Ships across 2027
Scenario Modelling Agent Prospect smart search & pipeline Auto-KYC & biometric verification Client onboarding workflow Multi-family consolidation Trust & governance, liquidity planning
£4.88M
ARR (Dec 2027)
47
Active Clients
123%
NRR
-£2.57M
EBITDA
Target
2028

Profitable, category-defining AI OS

Platform at scale across front, middle and back office. Family office suite and regulated services, custody and AMC routing, live across the UK, Switzerland and Italy. Full-year profitable, organic, no further raise needed.

£15.01M
106 clients • 37 FTE
£15.01M
ARR (Dec 2028)
106
Active Clients
+£878K
EBITDA
8.48x
LTV:CAC
Horizon
29-30

APAC expansion, full regulated platform

Geographic expansion into Asia-Pacific. Full suite of regulated services operational from Jersey.

TBD
Beyond financial model

AI Agents Catalogue

49 agents across the platform, client-facing and internal, grouped by the module they ship with. Status tracks the 2026-27 roadmap above.

LIVE in production today   BUILD in active build   PLAN on the roadmap

Assistant · the always-on core (base platform)
WealthAI Assistant · ask anything across the platformBUILD
Market Insights Agent · MT Newswires to portfoliosLIVE
Research Agent · live web inside any queryLIVE
Voice Note Agent · dictation to Client FilePLAN
Client advisory · serving clients
Notetaker Agent · transcribe, summarise, fileBUILD
Client File Agent · single client viewBUILD
CRM Sync Agent · Salesforce, Monday, HubSpotBUILD
Client Research Agent · pre-meeting briefPLAN
Fund Research Agent · Morningstar + MDOTMPLAN
Client Portal Agent · client-facing portalPLAN
Compliance Suite · regulatory coverage
MAR Comms Surveillance AgentLIVE
Trade Surveillance AgentLIVE
Trade-to-Comms Matching AgentBUILD
Transaction Reporting Agent · FCA MiFIRBUILD
Suitability Agent · pre-trade checksPLAN
AML Agent · screening + SARsPLAN
Jurisdiction Agent · UK / IT / CHPLAN
Back office · ops & documentation
Audit Log Agent · full evidence chainBUILD
Prospect Onboarding Agent · smart searchPLAN
KYC & Biometric AgentPLAN
Form Auto-Fill AgentPLAN
Branded Document AgentPLAN
Periodic Review AgentPLAN
Portfolio · construction & intelligence
Portfolio Builder Agent · MDOTM optimisationPLAN
Portfolio Commentary AgentPLAN
Drift & Rebalancing AgentPLAN
Scenario Modelling AgentPLAN
Family Office Suite · entity, wealth & governance
Entity Mapping AgentPLAN
Beneficiary Tracking AgentPLAN
Ownership Allocation AgentPLAN
Multi-Family Consolidation AgentPLAN
Reporting Agent · branded SFO/MFO packPLAN
Capital Call Parsing AgentPLAN
Document Manager AgentPLAN
Trust & Governance AgentPLAN
Philanthropy Tracking AgentPLAN
Liquidity Planning AgentPLAN
Successor & Estate AgentPLAN
Data layer · the foundation
Data Aggregation Agent · custodians, brokers, banksPLAN
Reconciliation AgentPLAN
Marketplace Connector AgentLIVE
Internal · agents the team runs the company on
Competitor Analysis AgentLIVE
PRD Creation AgentBUILD
Feature Request Triage AgentBUILD
Rapid Agent Building Framework · OlloBUILD
Backlog Prioritisation, Standup, Battle Card, Deck agentsPLAN