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Regulatory state, audit-ready outcomes, and decision evidence for investment teams
April 11, 2026

Behind the Resin Page: How Cairn Shaped a Public Resin Watch

This is the behind-the-scenes post for Resin Procurement Watch (beta). If you want the bounded beta read, the thresholds, and the…
March 13, 2026

SEC Compliance Data: Where to Find It and How to Use It

SEC compliance data is technically free. It's all public, sitting on EDGAR, available to anyone with a browser. In practice, getting from…
March 13, 2026

Is Data Lineage Required for Compliance? What Regulators Actually Expect

The short answer is no — most regulators don't use the words "data lineage" in their rules. The practical answer is try getting through…
March 13, 2026

How to Get Your Data Ready for AI — A Practical Guide

Every AI project starts with the same assumption: we have data, we have a model, let's go. And most of them stall in the same place — not…
March 13, 2026

BCBS 239 Data Lineage: What the Standard Actually Requires

BCBS 239 has been around since 2013. Most banks have a compliance program for it. Very few have actually solved it. The standard…
March 13, 2026

AI Readiness Assessment: How to Know If Your Data Is Ready

Every firm we talk to is "doing AI." Most of them are stuck in the same place — the model works fine, but nobody trusts the outputs…
March 07, 2026

How to Query SEC EDGAR Finance Data with an MCP Server

The Model Context Protocol (MCP) is an open standard that lets AI assistants connect to external data sources through a unified interface…
January 25, 2026

Why Outcome Delivery Isn't Enough

Outcome delivery is necessary. It is not sufficient. When decisions are reviewed—by an investment committee, a risk officer, or a…
January 25, 2026

Data Reconciliation in Finance: When Two Correct Numbers Don't Match

The most frustrating disagreements in finance aren’t between right and wrong. They’re between two correct numbers that don’t match. Same…
January 22, 2026

CMBS Deal Tracking with Guaranteed Delivery

CMBS deals are complicated. A single transaction might involve: Monthly servicer reports with collateral performance Quarterly trustee…
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