Giving financial teams the keys to their own AI.
Terminal X is an AI platform for investment teams. It turns a firm's memos, models, data rooms and correspondence into Capital Memory, then runs agents that research, model and write in the firm's own format. We work with banks, asset managers and sovereign funds in the US, Korea and Japan.
Firms use Terminal X to build AI that works the way their own desks do. They write workflows from their own templates, steer any run step by step, test every model against answer keys drawn from their past work, and deploy it all in their own environment.
In the press
.png&w=3840&q=80)
Terminal X matches senior investor judgment 88.6% with GPT-6.1
OpenAI's customer story on how Terminal X builds and grades agents for investment firms.
Terminal X Brings AI Memory System to Alternative Asset Managers with OpenAI
The announcement of our technical collaboration with OpenAI for private markets.
Built by people from
- Northwood Investors
Announcements
- UpdatesTerminal X Brings AI Operating System to Alternative Asset Managers with OpenAITerminal X and OpenAI bring frontier AI to alternative asset managers with customizable agentic workflows built for private markets.
- BenchmarkTerminal X Outperforms Claude, GPT, and Gemini on Retail Investment QueriesTerminal X achieved 89.9% accuracy vs Claude's 70.6% across 500 retail investment queries. See our benchmark comparing accuracy, sources and relevance
- ProductClaude Opus 5, Now Live In Terminal XClaude Opus 5 is now live in Terminal X. After internal evaluations, Opus 5 stands out as a state-of-the-art model for financial workflows
Build your firm's own AI on Terminal X.
- Capital MemoryEvery memo, model, email and call your firm has, indexed and searchable in one place.
- WorkflowsMemos, decks and models written in your own templates, saved for the whole desk to run again.
- SteerStop a run partway, add context or your own files, and rerun a single step.
- EvaluationsTest any model against answer keys from your firm's approved work before it reaches a live workflow.
- On-prem deploymentRun Terminal X in your cloud or on your servers, under your own encryption keys.
- Agent APIsCall Terminal X agents from your own tools, with every citation attached.