P/E 18.4x
ROIC 24.7%
FCF $2.4B
EV/EBITDA 12.1x
WACC 8.9%
MOAT WIDE
IRR 31.2%
D/E 0.42
Now accepting early access

Democratizing
Institutional-Grade
Investment Research

Combining 10+ years of Marlowe Partners' systematic investment process with advanced AI agents — the last unfair advantage in finance, now for everyone.

10+ Years Data
50+ Verticals
Institutional Grade
The Problem

The Research Gap Is Widening

The tools that generate real investment insight remain locked behind institutional walls, while retail investors are left with surface-level data and noise.

80%
Time on manual tasks

Time-Consuming

Analysts spend excessive time on initial manual tasks — data gathering, formatting, and basic screening — rather than the critical thinking that actually generates alpha.

$28B
Market underserved

Missed Opportunities

The shift from fundamental analysis to passive investing and speculative trends has caused systemic capital misallocation. Few investors grasp true industry value.

$50K+
Per seat annually

Prohibitive Costs

Institutional-grade research tools cost $20,000–$50,000+ per seat annually. Bloomberg, FactSet, and Capital IQ remain gatekept behind enterprise budgets.

Our Solution

Where AI Meets Institutional Judgment

Agentic Automation

Advanced AI-driven agents that automate complex research workflows, replicating the cognitive processes of human analysts. Not just data retrieval — genuine synthesis, pattern recognition, and thesis construction.

Deep Research
Thesis Building
Risk Analysis
Red Flag Detection

Proven Foundation

Built on 10+ years of Marlowe Partners' systematic data and proprietary research methodologies, ensuring institutional-grade reliability. Every workflow, every checklist, every red-flag detector was forged in the crucible of real capital allocation decisions.

10+ Years Data
Owner's Mindset
50+ Verticals
Battle-Tested
"Data is a commodity. Judgment is the asset."
The Minion Suite

Specialized Agents Working in Concert

Three AI agents, each with a distinct role, collaborating to produce research that rivals the output of an entire institutional team.

Sherlock

The Detective

Scours vast datasets to find hidden clues, non-obvious connections, and forensic evidence that others miss. Deep discovery and idea generation at institutional scale.

Pattern Recognition
Forensic Analysis
Hidden Connections
Idea Generation

Watson

The Analyst

Synthesizes the clues into a coherent investment thesis, building the narrative structure and financial models. Rigorous analysis that stands up to scrutiny.

Financial Modeling
Thesis Building
Narrative Structure
Valuation

Moriarty

The Skeptic

Ruthlessly stress-tests the thesis, identifying risks, counter-arguments, and potential points of failure. The adversary every investment thesis needs.

Bear Case Analysis
Risk Detection
Stress Testing
Counter-Arguments
Why Mycroft

Born Inside a Hedge Fund

We didn't build Mycroft to sell software. We built it because we needed it to win.

Built by Investors, for Investors

Mycroft was born inside Marlowe Partners — a concentrated equity fund with over a decade of real capital allocation. Built by the same team and Chief Investment Officer. Every workflow, every checklist, every red-flag detector was forged in the crucible of real investment decisions.

Proprietary Verticals, Not Brute Force

Unlike generic AI tools that rely on the brute force of foundation models, Mycroft is built on specific verticals we've developed over the last ten years — a standardized process refined across industries and business models. This is institutional memory, not just machine learning.

Judgment Is the Asset

AI has mastered data retrieval. What it hasn't mastered is investment judgment — the ability to synthesize data into coherent, defensible theses. Mycroft bridges that gap with a decade of proprietary decision logs and investment memos.

10+
Years of Investing
1
CIO & Team
50+
Industry Verticals
Institutional Memory
"We didn't build Mycroft to sell software. We built it because we needed it to win."
— The Mycroft Team
M
MYCROFT

Democratizing institutional-grade investment research. Combining 10+ years of Marlowe Partners' systematic process with advanced AI agents.

Platform

Legal

Part of the Marlowe Partners ecosystem

Marlowe KeynesMycroft Mind

Copyright © 2025 Marlowe Keynes LLC. All Rights Reserved.

Contact: [email protected]

Mycroft Holmes