orchid01 · Generally available

The private LLM
for institutional
investors.

A private LLM and full research platform — built for hedge funds, family offices, and allocators. Institutional-grade compliance, grounding guarantees, and private deployment. Your data never leaves your perimeter.

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Fragmented intelligence

Analysts are using consumer AI tools that have no knowledge of your fund, your positions, or your investment process. Every session starts from zero. Outputs are unverifiable, data leaves your perimeter, and institutional knowledge never accumulates.

The compliance gap

Consumer AI tools produce no audit trail, offer no data sovereignty, and provide no mechanism to verify what the model said or why. For institutions operating under regulatory scrutiny, that is not a technology shortcoming — it is an unacceptable compliance exposure.

Build vs buy

Institutions that attempt to build proprietary AI infrastructure typically invest 18 months and significant capital, only to produce a less capable system than is available today. Those that do not act are ceding analytical advantage to competitors who already have.

What Orchid provides

One infrastructure.
Two ways to access it.

For developers
and quant teams

A finance-native inference endpoint compatible with your existing tooling. A single configuration change is all that is required — no migration, no disruption to existing workflows.

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The all-in-one
research environment

A unified environment for investment teams. Document-grounded analysis, automated research workflows, live dashboards, and proprietary model integration — in a single institutional-grade platform.

Chat
Document-grounded analysis. Every output verified against source material.
Workflows
Construct research workflows. Schedule on time or event triggers.
Dashboards
Real-time views of your research system. Every metric auditable.
Your tools
Proprietary models and data feeds deployed natively across the platform.
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Both powered by orchid01 — the same private, finance-native inference layer.
orchid01 · The model

Built for finance.
Private by default.

orchid01 combines state-of-the-art reasoning capability with finance-specific optimisation and institutional compliance controls — built as a single coherent system, not a general-purpose model with a finance layer bolted on.

Every institution receives a private inference instance. The model is refined against your firm's workflows and investment process over time. That improvement remains exclusively yours.


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Finance-native reasoning

Trained to understand covenant structures, earnings dynamics, factor construction, and macro frameworks. Not adapted from a general model — purpose-built for institutional finance.

Response grounding

Every financial claim is evaluated against your provided source materials. Unverifiable figures are flagged before they can surface as hallucinations. Fabricated statistics do not reach your analysts or decision-makers.

Deep reasoning mode

For complex multi-step analysis — cross-document comparison, scenario construction, covenant package review — an extended reasoning mode is available on demand.

Private deployment

Your instance is isolated. Your prompts, your data, and your model improvements never leave your environment or inform any other institution's model.

Response grounding

Every response verified
against your documents.

Consumer language models generate responses from parametric memory — with no mechanism to verify claims against the materials you provide. orchid01 evaluates every financial statement against your source documents. Unverifiable figures are flagged explicitly before they reach a decision-maker.

Ungrounded — answers from memory
"What is the interest coverage ratio and does it breach any maintenance covenant in the current credit facility?"
Based on typical leveraged credit facilities, the interest coverage ratio is likely around 3.5x. Standard maintenance covenants in this market are usually set at 3.0x, suggesting approximately 50 basis points of headroom under the covenant test...
⚠ unverified · 3 figures could not be confirmed against provided materials
orchid01 — grounded in your documents
"What is the interest coverage ratio and does it breach any maintenance covenant in the current credit facility?"
According to the credit facility agreement provided, interest coverage was 4.2x for the trailing twelve months ended September 2024, against a maintenance covenant of 3.5x minimum — 70 basis points of headroom. Tested quarterly. No breach.
✓ verified · all figures confirmed against provided credit agreement

Grounding score

Every response includes a grounding confidence evaluation against your source materials. Flagged spans identify precisely which claims could not be verified.

Zero data retention

Prompts and responses are never persisted on third-party infrastructure. Zero data retention is enforced by default on every request — no configuration required.

Audit trail to your infrastructure

Every request — prompt, response, model version, and grounding result — is written to your own database. Your compliance function owns the audit trail. Orchid does not.

Research Orchestration

Ask research questions.
Orchid executes
the workflow.

Articulate a research question in plain language. Orchid generates a structured execution plan, allows for refinement, then orchestrates your data feeds, quantitative models, and analytical tools to produce grounded, fully auditable results.

Every output is traceable to its source. Every step is logged.


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"Screen the long/short book for positions where sell-side consensus has revised materially and sentiment from earnings transcripts has diverged from price action"
BUILDING EXECUTION PLAN
01Load current position register
02Retrieve consensus estimates · calculate revision deltas
03Process earnings transcripts for sentiment signals
04Identify divergent names · rank by materiality
05Surface to research dashboard with source citations
Workflow Automation

Research infrastructure
that operates
without you.

Convert analytical workflows into scheduled research infrastructure. Monitor consensus drift across your long/short book, track factor exposures for systematic strategies, process central bank communications for macro funds — delivered before markets open, without manual intervention.

Construct the workflow once. It executes indefinitely.


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Active Workflows
Long/short — consensus drift screen06:30 daily
Credit portfolio — covenant headroomMon 07:00
Macro — central bank communicationson publish
Systematic — factor exposure reportFri 18:00
Short book — elevated risk flagson trigger
5 workflows active · last run 4 minutes ago · 0 errors
Live Dashboards

Portfolio managers see
conclusions,
not process.

Every signal, flag, and research summary surfaces in a structured live view — updated automatically as workflows execute. Portfolio managers receive the output. Analysts retain ownership of the logic. Research infrastructure that operates independently of any individual.

Every metric is tied to an auditable workflow. Every figure is verifiable.


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Morning Research Brief — Long/Short Book
Consensus Flags
7
names flagged today
Net Exposure
43%
↓ 4pp vs prior session
Elevated Risk
2
positions flagged
Earnings This Week
12
positions reporting
Updated 3 minutes ago · morning_brief
What Orchid does

Built for how institutions
actually operate.

Whether you operate a long/short equity book, a systematic strategy, or a global macro fund, Orchid is designed to integrate with your investment process — not require you to adapt around it.

Idea generation & validation

Validate investment theses against filings, transcripts, and alternative data. Every figure verified. No fabricated statistics reach your analysts.

Signal research & backtesting

Construct, version, and backtest signals against your proprietary models and data feeds — integrated natively without rebuilding existing infrastructure.

Macro research workflows

Monitor central bank communications, government data releases, and geopolitical developments. Synthesised automatically and surfaced before markets open.

Portfolio monitoring

Monitor covenant headroom, credit metrics, and position-level risk indicators continuously. Material developments surface without manual oversight.

Institutional knowledge capture

Convert one-off analytical work into reusable, scheduled research infrastructure. Investment logic is codified and compounded — not lost in notebooks.

Compliance by design

Zero data retention by default. Audit trail to your own infrastructure. Private deployment available. Built for institutions whose legal functions require answers.

"

It's been a game-changer. The AI saves us hours each week in running and expanding our strategies — and the compliance team finally has the audit trail they've been asking for.

Portfolio Manager, $100B AUM fund

Used by hedge funds and family offices across the United Kingdom and United States.

Ready to give your institution
a private LLM?

We will walk through the platform, discuss how comparable institutions are deploying orchid01, and assess fit with your investment process and compliance requirements. Thirty minutes.