Mullin Cap
Mullin Cap is the capital-markets practice of Mullin Agency. We build the AI systems investment teams actually use — research that runs overnight, diligence that finishes in an afternoon, and internal tools that put your own data in front of the person making the call.
01 / The work
Every engagement is custom, but the shapes repeat. These are the four we build most often.
Agents that read the filings, transcripts, listings, and news you'd never get to — then hand your analysts a ranked, sourced shortlist every morning instead of a firehose.
A data room goes in; a structured memo comes out — with every claim linked to the page it came from. Cut the read-through, keep the judgment, and let your team spend its hours on the questions that matter.
Custom internal software that pulls your positions, KPIs, and operator updates into one place — so LP letters, board packets, and quarterly reporting stop being a two-week fire drill.
For firms that want the capability in-house. We audit where AI actually pays off in your workflow, build the first two systems with your team watching, and leave you with the patterns and the guardrails.
02 / How we work
We sit with your team and find where the time actually goes — the reading, the re-keying, the chasing. Then we pick the one or two places where an AI system earns its keep fastest, and say plainly where it wouldn't.
One real workflow, running on your real data, in your hands. Not a prototype you evaluate — something your analysts use on live work while we tighten it around how they actually think.
Once one system is load-bearing, the next is cheaper. We keep building, or we train your team and step back — your call, and we're direct about which one you need.
03 / Fit
Six analysts covering ground that used to take twenty — without adding headcount to do it.
Direct deal flow, a small team, and more inbound than any two people can read carefully.
Multiple portfolio companies reporting in different shapes, and a quarter-end that never gets easier.
Years of memos, models, and notes sitting in folders nobody searches. That's an asset — we make it one.
Next step
A 30-minute conversation is usually enough for us to tell you whether there's a system worth building here — and we'll say so if there isn't.
Email JohnMullin Cap is the capital-markets technology practice of Mullin Agency. We build software and AI systems for investment professionals. We are not a registered investment adviser, broker-dealer, or fund manager; nothing on this page is investment advice, an offer to buy or sell any security, or a solicitation of any investment. We do not manage client assets and we make no representation that any tool or system we build will produce any particular investment outcome. All investment decisions remain solely those of our clients.