Work Smarter Not Longer

Capture sharper insights from every manager meeting - powered by SOFI Codex™, built for professional-grade fund selection. Request Demo

Save time with scalable precision

Eliminate hours of post-meeting admin with automated, asset-class-specific outputs

SOFI captures key insights, actions, and manager commentary - structured instantly and consistently.

Free up time to focus on research, portfolio construction, and strategy - not formatting notes.

Elevate manager research with deeper insight

Be fully present in every fund manager meeting - SOFI captures the rest

Uncover richer insights with smarter follow-ups and structured outputs.

SOFI helps you build qualitative depth that strengthens due diligence and enhances investment committee confidence over time.

Built for institutional trust

Trusted by institutional investors for compliant, auditable documentation

SOFI is backed by an FCA-regulated structure and ISO 27001-certified infrastructure.

Designed to meet the rigour, security, and governance expectations of the institutional market - with outputs you can rely on.

Built for the way investment professionals really work

From ready-made templates to firm-specific customisation, SOFI delivers structured, compliant outputs that reflect how great investment specialist actually operate.

  • Built from the best in fund selection

    We have partnered with institutional consultants and research teams to develop templates that reflect real-world manager meetings, fund reviews, and due diligence workflows - all FCA-aligned and consistent with best-practice governance.

  • Tailor SOFI to your team’s investment process

    Bring your own formats, frameworks, or house styles.

    SOFI adapts to mirror your documentation preferences - from selection rationale to qualitative scoring - ensuring outputs reflect your firm’s approach to oversight, strategy, and reporting.

  • Intelligence that thinks like top fund selectors

    Codex captures the thinking behind manager evaluation - not just what was said, but why it matters.

    Built from thousands of institutional conversations, Codex ensures every output is sharp, compliant, and decision-ready.

Institutional wisdom, built in

SOFI Codex™: The Institutional Intelligence for Finance AI.

In finance, generic AI simply isn't enough. You need intelligence that speaks your language—with precision, authority, and unwavering compliance. That's why SOFI is powered by SOFI Codex™.

  • Institutional Grade Foundation

    SOFI Codex™ is our proprietary knowledge engine, built on decades of deep sector expertise and the collective wisdom of financial best practices.

  • Unrivalled Contextual Precision

    It uniquely understands and preserves the true intent, tone, and nuance of complex financial dialogues, beyond just the words.

  • Embedded Compliance Ethics

    Outputs are guided by strong regulatory understanding and ethical principles, fostering confident compliance.

  • Scalable Institutional Expertise

    Distribute consistent, world-class financial intelligence across your entire organisation, from individual advisers to CIOs.

Ready to get started?

FAQs

  • How does SOFI work?

    SOFI securely captures your meeting, generates transcripts and structured data, and analyses them with proprietary AI to identify speakers and extract key points, actions, and summaries. The outputs are securely stored and available in your web dashboard, and can be pushed to your CRM or used to generate customised letters and reports.

  • How long does it take to set up?

    A few minutes. You’ll get example meetings and templates to explore, along with step-by-step onboarding guides.

  • Can we use our own templates or reporting formats?

    Yes. SOFI lets you define your own prompts, templates, and custom reports.

  • How secure is my data on SOFI?

    We take security very seriously. We recertify our ISO 27001 accreditation annually and use independent penetration testing. All data is stored in UK data centres and encrypted at rest and in transit.

  • Who typically uses SOFI in a firm?

    SOFI supports a wide range of meeting types. You can create templates for different scenarios—from detailed, fact-heavy sessions to brainstorms—so teams get the reports and summaries they need.

  • Can I use SOFI on Teams or Zoom meetings, not just face to face meetings?

    Yes. SOFI can join online meetings on Microsoft Teams, Zoom, and Google Meet, and you can also upload recordings or videos. The SOFI mobile apps let you record and upload directly.

Book a demo

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Speak to an expert +44 (0)20 3972 2560 hello@mallowstreet.com

Address Mallowstreet Limited
1st Floor, 4-6 Throgmorton Avenue
London, EC2N 2DL, UK

Hours Monday - Friday 8:30am to 5:30pm
Saturday-Sunday - Closed

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Manages client portfolios with full discretionary investment authority.
Evaluates, selects and monitors fund managers for portfolios.
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