Managed control layer for financial services

We replace the manual work between financial systems.

Fontana delivers data-heavy operational work — starting with client onboarding for fund administrators, asset managers and investment platforms — as a managed service run by governed AI agents rather than offshore labour.

01
Ingest
Custodians, administrators, counterparties, market data, PDFs and spreadsheets
Sources
02
Transform and validate
Rules, mappings, exceptions and approvals captured into the knowledge graph
Control
03
Reconcile and evidence
Deterministic execution with scoped agent permissions and full audit trail
Proof
04
Deliver managed outcome
Client buys the completed onboarding/data workflow, not a software project
Outcome
Problem and solution

Onboarding takes months because no one owns the work between systems.

Financial-platform onboarding can take 6 to 30 months and cost millions because critical data work is manual, fragmented or outsourced to labour-arbitrage BPO. That destroys lineage and auditability: everyone follows a step, nobody sees the whole picture.

Fontana takes responsibility for the outcome. We ingest, transform, validate, reconcile and evidence the data flow on our platform, with deterministic execution and human approval where required.

6–30mTypical client onboarding window for large platform transformations.
<4hDesign-partner analysis time achieved on real client data, down from weeks.
£200kFirst signed client per year, minimum two-year contract.
80%+Target gross margin as delivery knowledge compounds through agents.
Market-facing story

Eight slides for the first campaign.

Sharpened from Lex’s fact sheet and investor deck: buyer-safe, specific, and outcome-led.

Scroll horizontally
SLIDE 01

The category is managed control.

Every financial institution will need governed execution for AI. Fontana is the managed control layer for the operational work AI makes possible but regulated institutions cannot let run loose.

  • Control before autonomy
  • Managed outcomes, not software projects
  • Financial-services data work first
SLIDE 02

The wedge is client onboarding.

Onboarding is visible, painful and expensive: data mapping, validations, exception handling and evidence production across administrators, platforms and counterparties.

  • Asset managers
  • Fund administrators
  • Investment platforms
SLIDE 03

Agents are the workforce, not a feature.

Fontana runs a model-agnostic agent harness inside a governance layer: approval policies, confidence thresholds, scoped permissions and complete audit trail.

  • 600+ models connected via OpenRouter
  • Autonomy earned, not assumed
  • Low-certainty decisions escalate to humans
SLIDE 04

The knowledge graph is the margin engine.

Every engagement captures rules, mappings, exceptions and evidence. Each subsequent delivery starts with more operational intelligence and should become faster, safer and higher-margin.

  • Reusable standards
  • Compounding delivery knowledge
  • A moat incumbents struggle to copy
SLIDE 05

We do not replace systems of record.

Fontana sits between custodians, administrators, counterparties, market data and downstream platforms such as SimCorp, State Street Alpha, Aladdin and internal systems.

  • Ingest
  • Transform and validate
  • Reconcile, distribute and evidence
SLIDE 06

Traditional BPO cannot compound.

Labour-arbitrage delivery loses knowledge in handoffs. Fontana turns each delivery into reusable operational intelligence, targeting software-like margins for services.

  • Governed agent execution
  • Less offshore headcount
  • Path to 30–35% EBITDA
SLIDE 07

The competitive split is clear.

Xceptor, AccessFintech, S&P Global, SmartStream, SS&C, Broadridge and internal BPO are legacy, labour-heavy or black-box. Fontana is AI-native, governed and outcome-owned.

  • Not black-box delivery
  • Not on-premise workflow nostalgia
  • Not a replacement for core platforms
SLIDE 08

The sales motion sells trust.

Enterprise buyers need to see operational risk reduced: proof on real data, controls preserved, implementation route clear, and stakeholder-specific value for Ops, CFO, CTO, Risk and Service Providers.

  • Founder-led strategic accounts
  • AEs + sales engineering
  • Agent-assisted account preparation
Market imagery

Three visual territories for the campaign.

Governed workflow from data and documents through policy gates to approved action and evidence
Governed flow

Data-heavy work moving through policy gates, approvals and evidence.

Buyer committee map showing operations, CFO, CTO, risk, and fund administration aligned around proof
Buyer committee

One managed-control story translated for every stakeholder.

Sales capacity loop with human trust owner supported by research, stakeholder mapping, follow-up, and mutual action plan agents
Agent-assisted GTM

Human trust, agent leverage, clean next-step discipline.

Buyer-specific narratives

One operating-layer story, five executive doors.

COO / Head of OpsReduce onboarding cycle time, exception drag, brittle handoffs and dependency on undocumented rules.
CFO / Finance leadershipScale delivery without proportional headcount while preserving controls and expanding margin.
CTO / Data / DigitalAdopt AI through governed architecture: integrations, permissions, model choice, observability and auditability.
Risk / ComplianceKeep approvals, evidence, lineage, segregation of duties and replayable decisions intact.
Service provider / Fund adminTurn operational complexity into a repeatable managed capability and client-facing proof.
Commercial model

A services business with software-like compounding.

Clients buy delivered outcomes, not seats. Fontana starts with a painful workflow wedge, earns trust on real data, then expands into reconciliations, migrations, evidence packs and governed agent execution.

1
Managed onboarding

Own the data-work outcome between platforms, providers and internal teams.

2
Knowledge capture

Rules, mappings, exceptions, approvals and evidence become reusable operating intelligence.

3
Account expansion

The initial wedge creates a path into adjacent financial-operations workflows.

Outcome-led ACV
Design-partner pricing with enterprise expansion
Governed AI
Model-agnostic agents inside deterministic controls
Compounding margin
80%+ target gross margin over time
Investor narrative
Operational control layer for AI-enabled outsourcing
Launch material pack

What I’d take to market first.

This page is the shell. The next pass turns it into discrete campaign assets for Lex, AEs, sales engineering, and agent-led account prep.

Founder narrative

“Built by the team that sold and operated these systems at SimCorp, SmartStream, MarketAxess and Challenger.”

Buyer one-pagers

Ops, CFO, CTO/Data, Risk and Service Provider versions with problem, control story, proof and next-step route.

Sales deck

12–15 slides: managed control layer, onboarding wedge, governed agents, knowledge graph, proof, model, competitors and expansion.

Agent toolkit

Account research templates, MEDDPICC prompts, call prep, follow-up drafts, objection cards and mutual action plan structure.