Multi Agent Team Engines ("MATES") For 10x Faster, Smarter, Investment Decisions
Romina Day’s Due Diligence MATES automates labor-intensive workflows across DDQs, RFP's, manager research, and alternative investment reviews. Teams of AI agents built to extract insights from offering documents, identify operational and investment risks, and surface key data points—reducing cycle times, enhancing consistency, and freeing up your team for higher-order analysis.
Romina Day’s Portfolio Onboarding teams automate cost base reconstruction, contract note reconciliation, and corporate action processing—across jurisdictions and asset classes. Purpose-built MATES reduce operational drag, mitigate reconciliation errors, and accelerate time-to-ready for portfolio onboarding and NAV reporting.
Romina Day’s Investment Research MATES automate the aggregation and analysis of financial filings, earnings transcripts, market data, and sentiment signals. Our MATES generate structured performance insights and research outputs—empowering analysts to cover more assets, surface signals faster, and make informed decisions with confidence.
Our specialized Compliance Automation Engine helps you maintain a robust, end-to-end compliant investment process. From real-time data validation to automated approval workflows, our compliance engine helps you meet regulatory requirements consistently and with minimal manual intervention.
At Romina Day, every engagement begins like a Roman campaign—with a complete survey of your operations. We map proprietary workflows, align with your team’s strengths, and integrate your internal systems, public and subscription data, and financial models to build a dynamic AI-powered replica of how your organization runs.
We then deploy MATES—Modular Autonomous Team Engines—AI agents forged like elite Roman legions. Trained to handle your most complex, time-consuming tasks, they replicate your team's logic, cut routine work by up to 80%, and enable analysts to cover 10× more ground with greater speed, precision, and control.
These aren’t generic tools. MATES reason, collaborate, and execute like your top performers—processing thousands of pages of unstructured data in seconds. The result: fewer errors, faster execution, and the ability to scale with the confidence of an empire.
Start by focusing on the challenges within your business rather than the technology itself. Identify key processes that are:
Once you’ve pinpointed these processes, look for AI solutions that can automate or enhance them. This problem-first approach ensures that your AI strategy significantly improves your operations directly and delivers measurable benefits.
In most cases, building an AI solution yourself isn’t the best route. Developing AI expertise from scratch can be both time-consuming and expensive, especially if you’re not an AI expert. The risks include:
In many cases the desire to leverage your unique in-house data and proprietary business expertise will inadvertently lead to the incorrect decision to build your own platform. This is a false equivalency. Your data and IP are hugely valuable, need to be protected and should be at the center of your solution, but that is not a reason to build your own platform or LLM. To preserve and enhance what makes your firm and employees exceptional it is best to leverage your data and IP into a flexible platform solution.
The right platform can be trained with your processes in mind, use all of your existing data and IP, while being able to benefit from the latest and most appropriate technology available. Partnering with experts to guide your AI strategy will provide ready-to-use, continuously updated platform without reinventing the wheel.
The key is to adopt a flexible, technology-agnostic platform. Partnering with a specialist firm who is on the cutting edge of technology advances is vital to remaining current.
Platform that is designed to integrate any large language model (LLM) or AI technology as it emerges, ensuring your solution remains state-of-the-art. By partnering with us, you benefit from :
AI offers tremendous benefits by automating tasks that are complex, time-consuming, or resource-intensive. For example, consider an investment due diligence process that typically requires highly skilled analysts to spend 30–80 hours. With AI:
In short, AI enables you to allocate your resources more effectively while driving better outcomes.
The secret is to start small and build from there. Begin with a clear, high-impact problem:
This iterative approach minimizes risk while maximizing value.
Ask yourself these questions about your processes:
If the answer is “yes” to one or more of these, that process is a strong candidate for AI automation.
At Romina Day, we make AI accessible and effective for your business by:
By partnering with us, you can transform complex, labor-intensive tasks into efficient, automated processes that drive growth and innovation.