Finance + technology
Managed AI operations for financial services firms.
We connect the systems you already use, put governed agents to work inside real workflows, and operate the system as your business and the technology change.
- 01
- Connect the firm
- 02
- Govern the work
- 03
- Operate continuously
01Systems
02Governed context
Managed AI operations
03Financial workflows
Managed continuously
Connect → govern → deploy → improve
The service
Managed AI Operations
Most firms do not need another standalone AI application. They need a governed operating layer across the tools they already use, with active agent capability and the ongoing discipline to keep it useful.
- 01Connect source systems and permissions
- 02Engineer trusted business context
- 03Deploy useful agent workflows
- 04Monitor cost, quality, and capability
What we manage
- Team enablement
- Security & governance
- Systems & permissions
- Workflow design
- Quality, usage & cost
The Managed AI Operations process
01
One Source
Build the agent context layer.
Identity, permissions, source authority, memory, and live connections to the systems that matter.
Affine context layer
Permissions · memory · lineage · tools
02
One Agent
Equipped for the work you authorize.
The tools, skills, models, and approval paths needed to act across your business.
AGENT 01
Context retrieved
03
Many Outcomes
Extend the architecture across the business.
Add workflows without rebuilding the context, integrations, and operating controls underneath them.
•Reconcile accounts
Finance
•Route exceptions
Operations
•Answer diligence
Investments
04
Monitored
Built on our observability layer.
✓Context quality
Maintained
Who we serve
Built for financial work where trust is paramount.
Deep financial domain expertise for firms where source authority, judgment, privacy, and dependable execution matter.
Private markets investors
AI infrastructure & value creation for investors
Deal, portfolio, and operating workflows for firms investing across private markets.
- Private equity
- Private credit
- Venture capital
- Family offices
- Independent sponsors
Wealth & asset management
Bring trusted context to client and investment work
Client, portfolio, research, and reporting workflows where trust and source authority are essential.
- RIAs
- Private banks
- Asset managers
- Institutional investors
Accounting & advisory
Accelerate document-heavy financial work
Document-heavy engagements where review, judgment, and defensible outputs matter.
- Accounting
- Transaction advisory
- Financial due diligence
Roll-up strategies & multi-entity operations
One operating layer across every entity
Shared operating context across companies, systems, teams, and reporting structures.
- PE-backed roll-ups
- Acquisitive businesses
- Holding companies
- Shared-service teams
Finance + technology
Finance experience. Technical execution.
Our team brings experience across private equity, private credit, asset management, and wealth management. We pair that financial expertise with hands-on technical work building AI systems.
- Private equity
- Private credit
- Venture capital
- Family offices
- Asset management
- Wealth management
- Independent sponsors
Founder and CEO
- Architecture
- AI Systems
- Strategy
Chap Michie
After a decade-long career in finance, Chap spent the last two years working hands-on with AI systems and technical delivery. He founded Affine Works to bring both perspectives to firms where domain context cannot be an afterthought.
Co-founder
- Compliance
- Delivery
- Data Security
Gabe Barber
Gabe leads delivery across compliance posture, data integrity, and security architecture, bringing the operating discipline required to move AI systems from useful prototypes to dependable production software.
