BOTSPOT FOR INVESTMENT FIRMS
Build an AI operating advantage—not another disconnected tool
Diagnose the business constraint, equip your team with modern AI agents, and embed a senior builder to prove one measurable result.
Start with the business result
Find the constraint before deciding what to build.
Grow AUM
Identify which commercial lever is limiting growth: qualified opportunities, conversion, assets per relationship, or retention and referrals.
Expand research capacity
Find where data, testing, monitoring or implementation slows the team, then strengthen that step without replacing investment judgment.
Multiply senior capacity
Find repetitive, delayed or hard-to-scale work that modern AI agents and better workflows can materially improve.
What the diagnostic actually does
Learn the work, test small proofs, and rank opportunities before proposing a build.
Listen
Interview leaders, observe representative work, and establish the result and baseline that matter.
Equip
Teach role-specific use of modern agents such as Codex, Claude Code, and approved private models.
Prototype
Build one or two small proofs with sanitized material so the team can judge real usefulness.
Decide
Rank opportunities by value, feasibility, risk, and the 90-day result that would justify investment.
REAL PRODUCT FOUNDATION
BotSpot already connects research, strategy development, backtesting and execution.
Enterprise work adds the firm-specific workflow around that foundation. We work alongside your team and build toward the exact problem worth solving.
Built for relationship-led investment firms
Wealth Managers
Strengthen prospect follow-through, advisor workflows, onboarding and client communication.
Family Offices
Organize holdings, decisions, documents, reporting and relationship knowledge across families.
Asset Managers and Hedge Funds
Give research teams more implementation capacity across testing, monitoring and recurring analysis.
Capital Advisory and Private Markets
Turn relationship knowledge into targeted, source-linked preparation without mass outreach.
From diagnosis to measurable impact
Diagnose
Map the business result, current process, accountable owner, baseline and highest-value constraint.
Equip + prototype
Teach practical agent use and test one or two small proofs inside representative work.
Embed against one metric
Work alongside users, measure adoption and workflow impact, then codify only what proves valuable.
Senior attention with engineering depth behind it
Rob leads engagements onsite in Toronto. The wider Lumiwealth and BotSpot team supports implementation.
FOUNDER + CEO
Robert Grzesik
- 25+ years in software and 15+ years in fintech
- Master of Finance from the Schulich School of Business
- Has hired and managed more than 100 engineers
Technical leader on core trading and brokerage infrastructure. The public company exceeded US$1B in market value.
Led commercial real-estate lending software used across more than US$3B of transactions.
Created an open-source trading framework with 1,800+ GitHub stars and the managed BotSpot product around it.
Start with the business result—not a feature list
The first conversation determines whether a focused AI Opportunity Diagnostic makes sense. No commitment to a larger build is required.
Prefer email? Reach us at rob@botspot.trade