Agentic Hedge Fund in a Box

Institutional Infrastructure for Investment Operations

ForeStrat provides institutional grade unified infrastructure so your team can focus strictly on alpha.

ForeStrat solutions DataStrat, TradeStrat, MatchStrat solve data, trading, and reconciliation infrastructure for portfolio managers and multi-PM funds.

Book a Demo → Explore our products
Recon Trades Data
Live
Auto-resolved today
147
↑ matched in last hour
Match rate
99.4%
Recent activity
10:42 PB · Cash Daily reconciliation Matched
10:41 PB · Margin call Intraday, GS Prime Break
10:39 Custodian · Position Agent resolving… Working
10:36 IBOR · Trade FX fills · 23 trades Matched
Agent Margin call break matches 8 prior resolutions, same counterparty.
Solutions

Infrastructure by audience

ForeStrat meets you where you are. Whether you run a single PM book or allocate capital across a multi-manager platform, we will deliver infrastructure that fits your needs.

Portfolio Manager

Data and trade operations for independent and single-client portfolio managers, custom datasets, OEMS, middle office, and vendor feed management without building an institutional team.

Explore Portfolio Manager →

Capital Allocator

Centralized data and operations for multi-PM funds and capital allocators, vendor consolidation, PM-level risk, internal crossing, and shared middle office across books.

Explore Capital Allocator →

Boutique / Mid-Market Banks

TCA and algo wheel infrastructure, agentic middle and back office, and research monetization for banks competing on execution quality and differentiated research.

Explore Boutique / Mid-Market Banks →
Why ForeStrat

Scaling portfolios, not complexity

Scaling portfolios is riddled with challenges, messy vendor feeds, fragile scripts, costly compliance, inefficient execution, and fragmented tools.

ForeStrat products replace operational complexity with integrated infrastructure, DataStrat, TradeStrat, and MatchStrat deployed directly in your environment.

01Fragile vendor integrations
02Unreliable data feeds
03Infrastructure overhead
04Slow PM and strategy launches
05Leaky operational processes
06Months-long pipeline builds
07Overpriced SaaS vendor lock-in
08Fragmented back-office systems
80%
of recurring breaks auto-resolved by MatchStrat
1wk
typical time-to-live for a custom systems deployment
100s
of data connectors configured out of the box
Outcomes

What you can expect

Your operations team spends less time firefighting. Your investment team spends more time on signal research. Your fund moves rapidly from idea to deployment.

Cleaner ops, Accelerated launches, Less rework

Deploy integrated products built for institutional operations. Four concrete shifts you should see within the first 90 days.

Automated Reconciliations
Real-time matching across cash, positions, and NAV. Recurring breaks resolved automatically using institutional memory.
Connected Infrastructure
A unified operations suite across DataStrat, TradeStrat, and MatchStrat. Data, trading, and recon are fully interconnected.
Reduced Operational Risk
Domain-aware quality gates catch feed anomalies before they hit downstream systems or end-of-day NAV.
Strategy Launches in Weeks
Pre-built pipeline templates and broker configurations mean new PMs go from hire to production in weeks, not quarters.
Product 01 · DataStrat

Data Strategy & Ingestion Systems

DataStrat is ForeStrat's proprietary ingestion engine, deployed directly inside your infrastructure. Connect, normalize, and enrich structured and unstructured data feeds. Integrate pre-built connectors for major financial data feeds and unify identifiers in a single security master graph.

Explore DataStrat →
Pipeline Ingestion Live
Bloomberg → ingest ok
Refinitiv → ingest ok
Corp actions → enrich review
10-K filings → extract parsed
Output Research-ready dataset
Feeds & Connectors
Hundreds of pre-built integrations for major financial data vendors and alternative data sources.
Ingestion Pipelines
Domain-aware ingestion with built-in quality checks and exception routing mechanisms.
Security Master
Cross-vendor identifiers unified into a single, queryable instrument database.
Data Quality Audit
Point-in-time data lineage preserved end-to-end to ensure research repeatability.
Product 02 · TradeStrat

Execution & OEMS Architectures

TradeStrat is ForeStrat's proprietary trade operations platform, deployed directly inside your firm. Design scalable workflows spanning multi-asset execution, pre-trade compliance risk limits, TCA pipelines, and real-time IBOR positioning.

Explore TradeStrat →
Execution Blotter Live
BUY EQ · VWAP Filled
SELL FX · TWAP Working
BUY ETF · IS Filled
MON Surveillance Flagged
Posted to IBOR · real-time
OEMS Setup
Multi-asset execution architectures with integrated compliance controls and limit monitoring.
Real-Time IBOR
Instant position bookkeeping updating as fills arrive, eliminating overnight batch lag.
TCA Pipelines
Transaction cost analysis and execution quality monitoring built directly into the system.
Regulatory Compliance
Bespoke surveillance modules and automated reporting aligned to your compliance policies.
Product 03 · MatchStrat

Operations & Reconciliation Automation

MatchStrat is ForeStrat's streaming reconciliation engine, deployed directly inside your infrastructure. Automate matching across cash, positions, NAV, and collateral. Institutional memory models auto-resolve 80% of recurring breaks.

Explore MatchStrat →
Recon Engine Live
PB · Cash Daily reconciliation Matched
Administrator · NAV Fund-level tolerance Matched
PB · Margin call Intraday Break
Custodian · Position Equities Resolved · memory
IBOR · Trade FX fills Matched
Real-time
Streaming matching at millions of rows per parallel batch.
NAV
Component-level discrepancy detection across fees, pricing, income.
IBOR/ABOR
Investment vs accounting books with accrual and amortisation support.
Collateral
Margin and collateral recon with custodian and prime broker.
From the team

Notes on investment operations

Technical writing and perspectives from our engineering team on running infrastructure in production.

Technical 4 min read

How we taught an AI to reason about trading data without ever seeing it

Programmatic Tool Calling: AI-generated Python runs in your browser, data stays in your perimeter, and the model only sees schema metadata.

Read post →
Technical 10 min read

Anatomy of an IBOR break: from detection to resolution in 90 seconds

A walk-through of a real reconciliation break, what the data looked like, what the agent saw, and the resolution path.

Read post →
Perspective 6 min read

AI agents in the back office: hype, reality, and what's actually shipping

An honest taxonomy of what AI agents do well in operations, what they don't, and how to evaluate vendor claims.

Read post →

See ForeStrat in your environment

See ForeStrat products running in your environment.

Book a Demo → Contact us
demo@forestrat.ai
FAQ

Common questions

What is ForeStrat? +
ForeStrat builds AI-native infrastructure for quantitative portfolio managers and capital allocators: unified data pipelines (DataStrat), trade operations (TradeStrat), and reconciliation (MatchStrat). Often described as agentic hedge fund in a box, ForeStrat is a one-stop trade operations and data platform so your team can focus on alpha generation.
How can I get a demo? +
Reach out to us at demo@forestrat.ai.
How is it differentiated from other offerings? +
ForeStrat emphasizes data quality as a critical component, not optional. It is designed specifically for financial and systematic trading workflows, providing reliable data ingestion, transformation, and delivery, all with high compute and storage performance tailored for trading use cases. With ForeStrat you have one team to handle all your trade operations and data needs.
How can I use ForeStrat if I already have a data team? +
ForeStrat complements your existing data team by providing a ready-made, high-quality data pipeline platform with built-in compute, storage, and monitoring. Your team can focus on building proprietary transformations and models, while ForeStrat handles ingestion, reliability, and scalability, reducing operational burden.
Do you have referenceable clients? +
Yes, for serious enquiries once we have determined a fit we can get client references. We value our clients' privacy.
How is it different from Snowflake or Databricks? +
Unlike Snowflake or Databricks there is no vendor lock-in for data. The cost is transparent and extremely competitive. In the unlikely event you are not satisfied (hasn't happened yet) you can migrate your data and processes in days.