The solo trader who wants their strategy running alone
Self-directed retail traders who are both buyer and user, paying for a single tool to automate a strategy they already trust.
What they want: Reliable hosting, solid reconnection handling and automated execution of their own rules, such as proprietary gold trading logic.
Still unsolved for them
- Reliable hosting and reconnection handling
- No automated execution of proprietary gold trading rules
- No hands-on guidance on matching engine design trade-offs
The trader who needs it live by next week
Individual traders with deep market knowledge but no build capacity, buying custom scripts and execution tools for their own capital.
What they want: A working tool within a week, with time gates, spread checks, fallback and logging, deployed in the cloud and always live.
Still unsolved for them
- Deliver working solution within one week
- Time-gate, spread checks, fallback and logging
- Cloud deployment for continuous always-live operation
The boutique firm that outgrew its spreadsheets
Founder-led or boutique finance firms whose systems have outgrown spreadsheets and who value accuracy over speed.
What they want: Automation and market monitoring systems, a configured AI workspace with custom agents, and compliant transaction documents.
Still unsolved for them
- Create automation and market monitoring systems
- Set up workspace, folders, custom agents and prompts
- Need compliant M&A transaction documents for platform
The compliance lead who needs defensible findings
Risk and compliance leads at regulated institutions who buy defensible regulatory work through procurement rather than headcount.
What they want: Confirmed, reproducible findings in structured spreadsheets, and less dependence on knowledge held by a few key people.
Still unsolved for them
- Deliver confirmed, reproducible findings in structured spreadsheet
- Rebuild loan details, investment property, and liabilities logic
- Institutional knowledge concentrated in few key people
The individual racing a lender's deadline
Self-funding buyers under lender or counterparty pressure who need one narrow, defensible deliverable, not ongoing advice.
What they want: Report reviews that flag disputable entries with rationale, and valuation reports a certified professional will co-sign.
Still unsolved for them
- Review reports and identify disputable entries with rationale
- Tutor in probability, statistics, game theory
- Need certified professional to co-sign valuation reports
The bank sponsor stuck behind vendor review
Enterprise banks where a technology sponsor drives the project but security, compliance and vendor onboarding gate every step.
What they want: Automation of manual workflows inside the Microsoft stack and AI agents that pass enterprise review without friction.
Still unsolved for them
- Manual workflows not automated within Microsoft stack
- Angular, REST APIs, Azure SQL MI, Function Apps, Power BI stack
- Build AI agents with LangChain, LangGraph, Copilot Studio
Growhold