Built for emerging managers, family offices, and independent RIAs who need to compound output without compounding headcount.
A structured 3–6 week diagnostic that maps your operational stack, identifies the highest-leverage automation opportunities, and produces a prioritized implementation roadmap. You leave with a plan, not a pitch deck.
Off-the-shelf tools adapted to your stack, or custom builds scoped from scratch. Every build is designed to run without a dedicated operator — if it needs babysitting, we didn't build it right.
Ongoing strategic and technical capacity embedded in your team. Monthly retainer covers new build scoping, vendor evaluation, model selection, prompt engineering, and the operational judgment calls that come up between projects.
We map your current workflows end-to-end, identify where time is lost, and establish a clear baseline. No assumptions — we work from what's actually happening, not what the org chart says happens.
From the diagnostic output, we score every opportunity by effort, impact, and reversibility. The result is a ranked register you can act on in any order — or hand to a different vendor if you prefer.
We build the top-priority item first. You see output within the first week of this phase — not a Figma mockup, an actual running tool. Iteration happens in the open.
Once the first build is operating, it creates leverage for the next. We document everything in a format your team can run, measure the actual time recovered, and use that data to scope what comes next.
You're generating institutional-quality returns with a team sized for a boutique. LP reporting is a quarterly crunch. Deal screening falls on one or two people. You can't hire your way out of this — and you know it. AI is the right answer, but you don't have an AI person on staff, and you're not about to hire one to manage a vendor who doesn't understand fund structures.
Lanyard speaks the language. We've worked in the data infrastructure layer that most emerging managers are building on — eFront, Addepar, Excel — and we know where the seams are.
You're managing complexity that rivals a mid-size institution with a team a fraction of the size. Private equity allocations, direct deals, hedge fund exposures, real assets — all in a single consolidated view that needs to be investor-ready at any moment. You've outgrown spreadsheets but you haven't found a system that actually handles the edge cases your portfolio throws.
We focus on consolidation, monitoring, and reporting automation — the layer that sits between your custodians and your principals.
You've built the client base. Now the operational weight of servicing it is starting to constrain growth. Client reporting, alternatives data aggregation, proposal generation, compliance monitoring — each one manageable in isolation, crushing in aggregate. You've looked at the enterprise platforms and found they either don't fit your workflow or don't justify the price at your scale.
Lanyard builds in the gap between what Addepar covers and what your team actually needs. Custom, targeted, and sized for where you are now.
A 30-minute discovery call is enough to tell you whether AI can compound your output — and where to start.