MAS PathFin.ai · Vendor demo · 30 July 2026

AI that runs the boring half of a financial firm.

Built and running at BugleRock — an investment bank, fund and multi-family office in Singapore, CMS-licensed. Everything in this hour is real software, shown live.

Follow along

pathfin.evaa.sg

First — who's presenting

I build these systems myself.

Generative BI and a compliance agent for CIMB, a regional bank.

A US$120,000 generative-AI risk-automation build for a private bank.

Ran a US$120M+ cross-border payments corridor at Mastercard.

~US$30M telco due diligence with Roland Berger.

Shaurya · Singapore

Where this started

We started automating BugleRock — and didn't stop.

One firm, both halves: onboarding and operations for the fund and family office, deal tooling for the investment bank. Workflow by workflow, the boring work started running itself.

onboarding console · pipeline

board

KPIs

real screenshots · practice data

The first aha

A coworker at the desk.

You hand it work in plain English. It reads, thinks and writes — and asks permission before anything leaves the building.

Coworker

Thinking12 seconds

Readingthe client file

Checkingthis morning's emails

Writingbriefing-note.docx

It wants to email the note to the team. Allow?

1 Yes, send it

2 Tell it what to change

3 No, hold it

Approved — sent by you, logged.

The bigger aha

The same coworker, in your pocket.

No new app to learn. It lives in WhatsApp, where the bankers already are — with the same manners about what it may and may not do.

9:41

Rocky
online

Today

What's on my plate today?9:41

IC memo review at 2pm, the Meridian NDA came back overnight, and 14 new emails — 2 need you.9:41

Handle those two emails yourself9:42

One changes a client's fees — that leaves the firm only after you approve it. Drafts are ready when you are.9:42

Message

Enough slides.
Let me show you.

Onboarding→ Pocket Coworker→ Desk Coworker→ Back-office→ Brain

the slides stop here

Live demo 1 · Onboarding & Verification Engine

Onboarding took 2–3 weeks.
Now: a couple of hours.

Upload a client's investment-policy PDF — watch it read Extraction review — the system shows its confidence Outgoing emails held until a person approves Screening check — one flag freezes everything The agreement drafts itself from a locked template The client's own portal, live

onboarding console — pipeline view

The real console · practice data

Live demo 2 · Pocket Coworker

A working day, run from WhatsApp.

My own instance, live on my phone — the client firm runs theirs.

It checks who it's talking to before anything else "Earliest thing you remember about me?" — a cited answer Deep research: kicked off live, lands on its own mid-demo Four inboxes triaged in one message A team ticket: preview first, a second yes commits Ask it to overstep — watch it refuse Mission control: every session, its spend and uptime — audited live

9:41

Rocky
online

Today

What's the earliest thing you remember about me?9:41

25 January — you asked me to watch the fund inbox while you travelled. It's in my chronicle, with the message it came from.9:41

File that onboarding bug for the dev team9:42

Draft's ready for the board. Reply CONFIRM 7F2A and I'll post it — I don't post on my own say-so.9:42

CONFIRM 7F2A9:42

Posted ✅ Ticket #142.9:43

Message

Live demo 3 · Coworker, at the desk

Longer work — same manners.

A real research-and-write task, live on this laptop.

The task: research MAS PathFin, write a one-page brief Watch it think — every step on the record It stops and asks before the note goes anywhere "Tell it what to change" — plain English, no menus The finished document, on screen Schedules that speak finance: "trading days only"

Coworker

Thinking12 seconds

Readingthe client file

Checkingthis morning's emails

Writingbriefing-note.docx

It wants to email the note to the team. Allow?

1 Yes, send it

2 Tell it what to change

3 No, hold it

Approved — sent by you, logged.

Live demo 4 · Back-office Engines

The paperwork machine.

Fee agreements, client chasers, filings — read, drafted and queued by the system. Released by a person.

A fee-agreement email becomes a signed-ready draft (film) 83 automations running across the live pipeline 39 queued emails, each waiting for a human yes The audit trail behind every action

fee-agreement engine — filmed end-to-end

The engine on film — email in, agreement out, human approves

Live demo 5 · Enterprise Brain

The firm that never forgets.

Every chat, meeting and document lands in one memory that tidies itself overnight — and answers with citations.

"Earliest thing you remember?" — cited, dated, January A decision from months ago — answer plus source Search the archive live: first mention of "MAS" Last night's memory compression, shown on request Today's voice note joins the memory tonight

Fee change agreed 14 March — custody fee stepped down to 18 bps once the mandate crossed US$50M, effective from Q3 billing.

IMA_amendment.pdf · p.12 thread · 14 Mar

25 Janfirst day on the fund inbox

14 Marcustody fee decision recorded

20 Julweekly memory compressed overnight

Todaythis meeting joins the memory tonight

Sneak peek · Deal Matching Engine

Mandates that find each other.

The investment-banking side of the same firm. A sell-side mandate goes in; ranked counterparties come out, each with a written reason.

Drop in a mandate Ranked matches, reasons written out The warm path to each counterparty

Practice data only — by design, for now

Sell-side mandate

Logistics platform · Southeast Asia
US$40–60M · founder exit

92SEA industrial acquirer

Two bolt-ons in the last 18 months, same corridor.

87Regional PE fund

Fresh logistics thesis, dry powder, right cheque size.

81Japanese trading house

Has bought founder-led SEA platforms before.

Thank you.

The deck, the film and the changelog are yours to keep — scan and dig in.

Take it with you