What exactly do you do for investors and trading teams?
We diagnose your current process and install rules that move P&L: mandate clarity, position sizing, de-risk and exit bands, execution playbooks, and a review cadence. We work across equities, FX, crypto, and commodities.
Who do you work with?
Professional trading desks, multi-strategy funds, family offices, and qualified private investors. Typical engagements involve a lead PM or head of trading, plus key analysts or quants.
How fast can we see impact?
In the first 1–2 weeks we baseline KPIs like slippage, drawdown, and hit rate. Most clients start seeing cleaner risk and fewer outlier days within one to two quarters as new rules and reviews take hold.
What does onboarding look like?
Week 1: NDA, secure data access, objective setting, KPI baseline. Weeks 2–3: map process, set risk budgets, build sizing and de-risk rules, confirm execution playbooks. Week 4: go-live plus a dashboard and weekly reviews.
Is this the same leadership as Matrix Capital?
Yes. David E. Goel previously founded and led Matrix Capital Management and wound it down in 2024. He now leads this independent consultancy, which is advisory-only and purpose-built to support investors rather than operate pooled funds.
How do you handle custody, data, and execution?
We are custody-aware and broker-neutral. Controls include role-based approvals, documented workflows for on/off-ramps (where relevant), and audit-ready reporting. Execution is tracked for slippage and fees, with venue and timing guidance to lower friction.
