AltBots Tearsheet Pipeline

Institutional-grade manager tearsheet generation for alternative investment research — powered by AI agents, served via MCP.

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What Is This?

AltBots Tearsheet is an end-to-end AI pipeline that generates structured, institutional-quality research tearsheets on alternative investment managers — hedge funds, private equity firms, and family offices — from publicly available data and proprietary intelligence signals.

Built by a former Managing Director with 20+ years of institutional buy-side experience (2,000+ manager reviews, $9B+ deployed), this system encodes the actual diligence framework used at multi-billion-dollar investment offices into a fully automated, agent-driven research workflow.

Sample output: Meridian Capital Management LP — Tearsheet PDF

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Architecture

Data Sources (SEC EDGAR, web, news, filings)
        │
        ▼
┌─────────────────────┐
│   Firecrawl Scraper │  ← structured web extraction
└────────┬────────────┘
         │
         ▼
┌─────────────────────┐
│   Agent Fleet       │
│  ┌───────────────┐  │
│  │ Carl          │  │  ← equity & fund research
│  │ Scout         │  │  ← due diligence signals
│  │ Tony          │  │  ← chief of staff / orchestration
│  │ Alice         │  │  ← client services / IR
│  └───────────────┘  │
└────────┬────────────┘
         │
         ▼
┌─────────────────────┐
│   Assembler         │  ← normalizes & structures data
│   - Fund Profile    │     sanctions, service providers,
│   - Performance     │     performance, AUM, strategy
│   - Risk Signals    │
│   - Service Provs.  │
└────────┬────────────┘
         │
         ▼
┌─────────────────────┐
│  ReportLab PDF      │  ← institutional formatting
│  Formatter          │
└────────┬────────────┘
         │
         ▼
     tearsheet.pdf

Stack: Python · Anthropic Claude API · OpenAI · Qdrant · n8n · Firecrawl · ReportLab · FastAPI

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MCP Server

The tearsheet pipeline is exposed as a live Model Context Protocol (MCP) server, making it directly callable from any MCP-compatible AI client (Claude Desktop, Cursor, etc.).

Connection URL: https://altbots--ndatta18-b06a.run.tools

Available Tools (4):

Tool	Description
generate_manager_tearsheet	Generate an institutional intelligence brief on any SEC-registered alternative investment manager. Returns a 2-page PDF covering SEC filings, personnel, sanctions screening, and social signals.
get_manager_coverage	Check data coverage and quality score for a manager before generating a full report. Returns per-section coverage assessment and recommendation.
list_available_managers	List all alternative investment managers indexed in the AltBots database, sorted by AUM descending.
get_pipeline_status	Get current server health, tool count, managers indexed, and pipeline status.

Published on Smithery: smithery.ai/servers/ndatta18-b06a/altbots

To connect via Smithery CLI:

smithery mcp add ndatta18-b06a/altbots

Or add directly to your claude_desktop_config.json:

{
  "mcpServers": {
    "altbots": {
      "url": "https://altbots--ndatta18-b06a.run.tools"
    }
  }
}

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Tearsheet Coverage

Each generated tearsheet includes:

• Fund Identity — legal name, domicile, registration, key principals
• Strategy Profile — asset class, sub-strategy, geographic focus, instruments
• AUM & Capacity — reported AUM, share class structure, liquidity terms
• Performance — returns summary, drawdown profile, Sharpe/Sortino where available
• Service Providers — prime broker, administrator, auditor, legal counsel
• Sanctions & Flags — OFAC, regulatory actions, litigation signals
• Intelligence Signals — 13 proprietary signal categories including personnel changes, redemption risk, and operational flags

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Quickstart

git clone https://github.com/NeilD-NYC/altbots-tearsheet.git
cd altbots-tearsheet
pip install -r requirements.txt
cp .env.example .env  # add your API keys
python generate_tearsheet.py --manager "Meridian Capital Management LP"

Output: ./output/meridian-capital-tearsheet.pdf

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Project Background

This system was designed and built by Neil Datta, founder of AltBots and NKD Advisory LLC. Prior to this, Neil served as Managing Director and Global Head of Risk & Diligence at Optima/Forbes Family Trust ($24B multi-family office), where he reviewed 2,000+ alternative investment managers and deployed $9B+ across asset classes.

AltBots encodes that institutional diligence framework into an AI-native research infrastructure that any allocator or investor relations professional can leverage at scale.

AltBots: altbots.io
LinkedIn: in/neildatta

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Roadmap

• Core tearsheet PDF generation
• ReportLab formatter
• MCP server with 4 tools
• SSE endpoint live
• Smithery marketplace listing
• Stripe + API key auth (in progress)
• Sanctions module (assembler)
• Service provider enrichment
• Performance data pipeline
• Phase 15 infra hardening

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License

MIT — see LICENSE

• Free tier: coverage check and manager list
• Pro: full tearsheet generation ($149/month)
• Enterprise: unlimited, white-label, webhooks

Sample Report

View sample report on Meridian Capital Management

Legal

Research signals, not investment advice. AltBots and NKD Advisory LLC are not registered investment advisers. Full disclosures included in every report.

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Built by NKD Advisory LLC | [email protected] | altbots.io