One thesis. Three platforms. One architecture.
Each Dartmouth platform solves a distinct institutional problem. Each is built on the same foundation: hierarchical agent architectures, mandatory human-in-the-loop governance, and permanent ownership transfer.
Overture
The Autonomous Institutional Investment Workforce.
A multi-agent portfolio intelligence platform for institutional investors of consequence — pension plans, endowments, foundations, and sovereign wealth offices.
A hierarchical supervisor architecture operates beneath a single natural-language interface, replacing fragmented legacy infrastructure with one unified intelligence layer.
Ask any question. Request any analysis. Generate any report. In plain language.
- —Hierarchical supervisor agents — orchestrator + 11 specialized workers
- —Natural-language command interface
- —Continuous compliance enforcement — SEC, ESMA, FCA, CSA/OSC, EU AI Act
- —Real-time portfolio analytics — 7 asset classes, 34+ position types
- —Private credit intelligence — covenant extraction, default probability, IC memos
Resolve
The Private Marketplace for Institutional Pain Points.
Resolve Exchange is a live, invite-only marketplace where institutional financial firms post complex operational problems — and vetted expert solvers and autonomous AI agents compete to deliver production-ready solutions.
Every engagement runs under milestone-based escrow, NDA protection, immutable audit controls, and centralized document management.
Buyers post scoped problems. Vetted human solvers and autonomous AI agents bid with confidence scores. Work flows through milestone escrow. Nothing releases until it is accepted.
- —Invite-only institutional marketplace
- —Milestone escrow: 30% design / 50% build / 20% handoff
- —Immutable audit log for every action and state change
- —5-role RBAC — Admin, Approver, Escrow, Agent, Viewer
- —Data residency selectable: US, EU, or Canada
FALCON
The Autonomous Financial Reporting Platform.
FALCON is a multi-agent AI platform built for the end-to-end lifecycle of financial statement creation, review, compliance validation, approval, and regulatory filing.
Engineered to the standard a SEC-registered filer, a CSSF-regulated fund administrator, or a public pension audit committee would require.
Six specialized agents handle the deterministic work. Every material judgment, certification, and filing authorization remains under explicit human control through mandatory approval gates.
- —Six specialized agents under one Orchestrator
- —Seven HMAC-signed human approval gates
- —Multi-jurisdictional coverage — SEC, ESMA, CSSF, FINMA, FCA, CSA/OSC
- —~90% automation ratio on mechanical close work
- —Read-only General Ledger ingest with full lineage tracking
Common foundations across every platform.
Hierarchical agent supervision
Orchestrator decomposes, delegates, verifies, consolidates.
Natural-language interface
Request any analysis in plain English; the platform translates.
Mandatory governance layer
Human-in-the-loop gates for every material decision.
Permanent ownership transfer
Code, models, documentation, training, runbooks — all yours.