Services

One tool. One workflow.
One clear decision.

A defined, independent evaluation of an AI tool or data product for an investment research workflow.

The engagement

Evidence for a decision.

The work begins with a specific product under consideration, a real workflow, and agreed criteria. It ends with a documented conclusion—not an open-ended advisory engagement.

What you bring

  • An AI tool or data product under consideration
  • A defined investment research workflow
  • Agreed evaluation criteria and client-approved data

What DatrixLab does

  • Structures and conducts hands-on testing
  • Reviews data requirements and workflow fit
  • Assesses outputs, limitations, and practical tradeoffs
  • Documents the evidence behind the conclusion

What you receive

  • Findings and observed limitations
  • Data and implementation considerations
  • An adopt, reject, or proceed-with-conditions recommendation

Clear boundaries

A focused evaluation—not outsourced technology ownership.

Permanent technology ownership

Managed IT services

Legal or formal security advice

Unrestricted production access

Open-ended implementation support

Replacement for your data team

Scope, timing, and fit

Have a product under consideration?

Share the tool and the decision you need to make. Michelle will respond personally.

Discuss an evaluation