Technology / Secure Enterprise AI

Meet SMITH™

The secure AI platform powering our work. When fragmented enterprise data meets SMITH, it becomes decision-grade intelligence fast, deep, and fully protected.

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Secure Enterprise AI

The AI Layer Behind Our Consultants

SMITH is how our team works faster and goes deeper, not a product you buy instead of us. When fragmented enterprise data meets SMITH, our consultants turn it into decision-grade intelligence, fast, deep, and fully protected.

The Problem

Without AI: Your advisors are still wrangling spreadsheets, rebuilding models from scratch, and spending the majority of their time on data preparation — not on the insight and judgment you’re actually paying for. With uncontrolled AI tools: Your most sensitive deal data, portfolio company financials, and proprietary operational information risk exposure. Outputs can’t be verified. There’s no audit trail. In a high-stakes M&A environment, an uncontrolled hallucination isn’t just embarrassing — it’s expensive.

SMITH™
Changes
Everything

Speed & depth of enterprise AI. Zero new risk. 

SMITH is a secure enterprise intelligence platform that sits between our team, your systems, and the world’s leading AI models. The analysis we run, the insights we surface, and the deliverables we produce are powered and protected by SMITH.
It allows our operators to use AI securely against your operational data without ever exposing it to public models, sharing it across organizations, or using it to train anything outside your engagement. Your data goes in. Decision-grade intelligence comes out. Nothing else leaves the room.

From Data
to Decisions

Build for
PE-Grade Work

Private Data Environment

Your data operates in full isolation. Never shared, never used to train public models, never co-mingled with another client’s engagement. A dedicated environment, every time.

Ground-Truth Citations

Every SMITH output is traceable to a verified source. Our analysis can stand up in a boardroom, a data room, or a buyer Q&A because every conclusion links back to the raw data it came from.

Personas & Prompt Libraries

We standardize the most common analytical workflows across the deal lifecycle so our team delivers consistent, high-quality outputs faster on every engagement — not improvised every time.

Full Audit Trail

Every query, every output, every interaction is logged and auditable. When regulators, sponsors, or buyers ask how a number was derived, the answer exists and it’s defensible.

Expert Validation Layer

AI accelerates. Our M&A operators validate. Every conclusion is reviewed and signed off by our team before it reaches you. You receive a result someone stands behind — not an output with a disclaimer.

No Public Model Exposure

SMITH routes queries through enterprise API contracts — not consumer terms. Your data is never used to improve a foundation model. Zero LLM retention. Verified. Contractual.

What Makes it Different

Four Capabilities
No other Tool has. 

01

Certified. Compliant. Contained.

ISO 27001, SOC 2, and SOC 1 Type II certifications. All data maintained in an Ontario Lakehouse with zero LLM data retention. Your data never trains a public model — contractually guaranteed, not just promised.

02

Multi-Model. No Lock-In.

Access every leading LLM from a single platform with multi-model selectors and side-by-side comparisons. As AI models evolve, SMITH evolves with them.

03

Structured Intelligence at Every Level

Harness™ delivers tiered RAG across four knowledge layers. From personal workspaces up to PE Fund Curated and Ontario-sourced third-party datasets. The right intelligence surfaces at the right level, for the right team.

04

Governed. Auditable. In Control.

Token limits, model selection, and full interaction logging give your firm complete oversight of AI usage and cost. When a sponsor, regulator, or buyer asks how a number was derived, the audit trail exists, and it’s defensible.

Get Started

Your Data Goes In.
Certainty Comes Out.

SMITH is the intelligence layer underneath our work. When your team is ready to move faster, go deeper, and never second-guess an output again — we’re ready.

Talk to our team. We’ll show you what SMITH-powered analysis looks like on a deal like yours.

ISO 27001, SOC 2 & SOC 1 Type II certified Ontario Lakehouse, zero LLM data retention. All leading LLMs in one platform multi-model selectors and side-by-side comparisons. Complete governance, audit trail, and cost control defensible outputs at every level.