We've sat in your seat.
15 years as an institutional investor. 7 years implementing AI inside financial firms. One operator who has been the buyer and the seller.
Our founder, Spencer Reich, started in Sales & Trading at Goldman Sachs and managed a portfolio for Julian Robertson at Tiger Management. At Boosted.ai, as Senior Partner & CRO, he built go-to-market from scratch and helped take the company from pre-revenue through post Series B, raising $40M+ and bringing on 100+ institutional clients.
Today we advise hedge funds, private equity firms, banks, and family offices on putting AI to work in their workflows, and help fintech and AI founders build the go-to-market motion that sells into those same firms.
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From the trading floor to the operator's seat.
- Where it started
Goldman Sachs
Sales & Trading, Fixed Income, Currencies & Commodities
- The buy side
Tiger Management
Portfolio Manager for Julian Robertson
- The operator
Boosted.ai
Senior Partner & CRO. Pre-revenue to post Series B, $40M+ raised, 100+ institutional clients
- Today
The SER Group
Founder & CEO. AI advisory for financial firms and go-to-market for founders
Four commitments.
The same principles apply whether we're training an investment team or building a founder's sales motion.
Finance-native
We speak the language of the investment process, risk, and compliance because we've worked inside it.
Workflow first
We start from the work your team does every day, then fit the technology to it.
Human judgment protected
AI does the heavy lifting. Your people make the decisions.
You own it
Playbooks, prompts, and systems stay with your team after the engagement ends.
