Book a 30-minute Discovery Session
A live demonstration of the platform on current market data, followed by a focused discussion of where structural risk hurts in your process. You decide the next step — including whether a tailored showcase for your universe is worth preparing.
No portfolio upload · No data transfer · No preparation required on your side
How the 30 minutes are spent
- 0–5 min — Introductions and context. Your role, your universe, and how risk is currently monitored in your process.
- 5–20 min — Product demonstration. A walkthrough of the platform on current market data: the dashboard and its daily reading, the geometric signals, and the weekly written analysis your team would follow.
- 20–25 min — Your pain points. We identify one or two concrete places where your current toolkit leaves questions open — concentration, contagion, regime shifts.
- 25–30 min — Your decision. If the pain points are real, we agree the next step: a follow-up session, or a tailored showcase prepared for your universe. If not, we say so and stop there.
What a tailored showcase involves
A showcase is a reading prepared specifically for your universe and your questions — it takes about a week of work on our side. Because it is substantial, we prepare one only after a discovery session has confirmed the pain points are worth investigating. It is the natural bridge to a scoped 6–8 week audit with written success criteria.
Who should join
Designed for Heads of Risk, CIOs, portfolio and risk analysts at multi-asset managers and institutional family offices. Bring a colleague from model validation or compliance if vendor scrutiny is part of your process — we welcome the questions.
Privacy, stated plainly
The session runs entirely on public market data. We do not ask for, receive, or store portfolio holdings. Your contact details are used to schedule and follow up on this session — nothing else.
Pick a time
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Sessions are held over video call. You will receive a confirmation with the agenda above — nothing to prepare.
Common questions
Will you analyse our portfolio live during the session? No — a meaningful reading of a specific universe takes about a week to prepare properly. The session demonstrates the platform on current market data; a tailored showcase is the follow-up step if the fit is confirmed.
Is this a sales demo? It is a demonstration plus a working discussion of your pain points. If the layer is not a fit for your process, the session ends there — no follow-up sequence.
Do we need to share any data? No. The session and any showcase run on public market data. Client-defined universes only enter the picture in a scoped audit — with its own agreement.
Is this investment advice? No. Econosysmographe is a measurement layer. It does not produce recommendations, and the session will not discuss what you should buy or sell.
