Build
Sextant
A database of family offices, wealth managers and private banks, with a layer that decides whether a given firm may lawfully be sent a given communication, before anyone sends it.
- Client
- Eranos Partners LLC
- Stack
- Next.js, Supabase, Vercel
- Timeline
- From August 2026
Built alongside Lodestar and deliberately kept apart. The two share a shape, a sourced counterparty graph with a check in front of outreach, but they do not share meaning, and merging two systems because their structures rhyme produces one that serves neither. What matters commercially is that permissibility is written down as rules over the data and evaluated automatically before an approach can be queued, rather than depending on somebody remembering what the rule was.
What Was Delivered
The four areas this practice works in, and what this engagement covered in each. Three of the four were in scope here, and the rest are listed so the shape of the job is visible rather than implied.
- Offer and pricingNot in scope
- What the business sells, who to, at what price, and whether it is worth doing at all.
- Systems and software
- The database and its permissibility layer, built alongside Lodestar and deliberately kept apart, because merging two systems whose structures rhyme produces one that serves neither.
- Customers and demand
- Investor origination, with an approach queued only once it is permitted.
- Structure and compliance
- Whether a given firm may lawfully be sent a given communication is written down as rules over the data and evaluated automatically before an approach can be queued, rather than depending on somebody remembering what the rule was.