Crosswell Core
The operating layer for financial stewards.
Crosswell Core is your firm's institutional memory, built on agentic AI (AI that does the work, not just answers questions) and managed for you. Knowledge flows in, anyone can ask it anything, and the busywork runs itself. Everything we build next stands on it. What we sell is trust.
Built by people who have worked inside funds.
22%
of family offices have automated operational tasks or use AI for investment analysis, up from 13% in 2024.
Citi Wealth, AI in the Family Office, May 2026
70%
of RIAs already use AI for meeting notes.
Ezra Group, 2026
More than a chat
You're not talking to a chatbot. You're talking to your firm's mind.
Product preview: your firm's Core ingests a meeting transcript automatically, a teammate asks about wire approvals and gets a cited answer, the citation opens the source note in the library, and a June report summarizes activity across the firm.
Ask in plain language. Every answer is grounded in your firm's own context.
Product preview · Illustrative
We run Crosswell on the Core. Every meeting, decision, and document of our own firm lives in it.
Behind the chat is the Core.
This is the Core
Nothing your firm knows sits alone.
The Core is everything your firm knows, connected. Every meeting, email, and file becomes a memory linked to the people, deals, and decisions it touches. Your questions search this, and it's yours, compounding over time instead of walking out the door.
Everyone runs the same models now. What a competitor can't copy is what your firm knows. We make that an asset you own.
Illustrative
Illustrative: a meeting transcript is captured, sorted into a tagged note, and connected into the firm's knowledge graph across deals, people, meetings, operations, and investors.
Why Crosswell
We have worked inside funds. Most technology firms have not.
When someone leaves, their knowledge does not. Every meeting, decision, and deal, remembered.
We know the workflow
Deal flow, investor reporting, diligence, committee decisions. We have run these from the inside, so we name the problems before you say them and build for how the work actually happens.
We sell trust
Time saved is the easy part; any AI tool can promise it. What gets scarcer as agentic AI spreads is trust, and we built the company around protecting it. We put that in writing.
You work directly with us
No account managers, no ticket queues. The people who designed your Core are the people who answer when something needs attention.
The value
Where lean firms lose the week.
A fund runs on a handful of expensive people whose judgment is the product. Every hour they spend on manual reporting, hunting for context, or re-answering old questions is an hour of judgment the firm paid for and did not get.
The weekly report that eats four hours runs itself. You get the four hours back.
The answer buried in a March email thread comes back in seconds, with the thread attached.
The context a departing analyst walks out with stays in the firm forever.
The new hire's six months of catching up becomes day one with the whole firm's memory.
The hours aren't the point. They go back where trust gets built: your people, in front of your investors and clients.
Security
Trust is the product.
A firm that manages other people's money does not get to gamble on its vendors. The Core is built to the standard funds actually require, and we sign a data processing agreement with every client.
Isolated per firm
Your Core runs in its own environment. No shared database, nothing to leak across clients.
Encrypted everywhere
At rest and in transit, with access controls and an audit trail at the application layer.
Yours to walk away with
Your knowledge lives in open, portable files. Leaving is losing nothing, which is exactly why clients stay.
Host it yourself
For the most sensitive firms, the Core can live entirely on your own servers. Even we cannot see it.
How we start
Start small, on purpose.
The knowledge audit
Two weeks, fixed scope. We map where your firm's information gets dropped and what it costs you. You keep the map either way.
The Core install
Your firm's memory, provisioned, secured, and handed over running, your team onboarded.
Core plus the custom layer
We design, build, and run the agentic tools your firm names, on top of the Core.
The first call is thirty minutes. We ask how your firm handles knowledge today, and we tell you straight whether the audit is worth it.
Start with the auditBeyond Core
Your outsourced technology arm.
Lean firms stay lean on purpose. You will never hire an in-house engineering team, and you should not have to. The Core is where most engagements start; the tools and automations built on it are where the hours come back.
Custom tools and automations
Deal screening, diligence reading, memo and report drafting, dashboards. Whatever painful workflow your firm names, we build it on top of the Core so it runs with full firm context.
The support layer
A hands-on retainer. If something breaks, we fix it. As new needs surface, we keep automating. Your technology keeps improving without a hire.
Built for the people who manage money.
Funds first. Arizona first. If your firm runs on knowledge and judgment, the Core fits.
Everyone is building this for the giants, or stopping at meeting notes. The ten-person firm gets skipped: too lean for the enterprise platforms, too regulated to put client data into consumer AI. That's exactly who we build for.
The team
Three people. Both worlds.
Crosswell lives in finance and technology at the same time. That is the whole point.
Small is deliberate: you work directly with the three people who build and run your Core, and because your knowledge lives in open, portable files, nothing about your firm ever depends on ours.
Max Marohn
Business & Strategy
Runs operations inside a private credit fund. Finds the problem, owns the relationship, and speaks fund fluently because he lives there.
Bridger Davidson
Software & Engineering
Builds the Core and everything that runs on it: the tools, the integrations, the automations. The engineering arm of the operation.
Michael Zamora
Finance & Fund Operations
Fund and family-office finance. Knows deal flow, investor reporting, and how a fund actually runs from the inside.
Your firm already knows the answers. Give it a memory.
The Core is built alongside the firms it serves. Start with the two-week knowledge audit, or talk to us directly.