Founded by David Trainer in 2002. Patented Robo-Analyst technology. Superior fundamental data proven by Harvard, MIT Sloan, and Ernst & Young. Partners with Google Cloud (FinSights AI), Bloomberg, Ernst & Young, S&P Capital IQ, LSEG Refinitiv, and FactSet. Now: 12 purpose-built agents deployed across New Constructs' data operations, client growth, and compliance — so the team scales revenue without scaling headcount.
New Constructs was built on a single conviction: the market systematically misprices securities because most analysis never reaches the footnotes. The Robo-Analyst solved that at scale — automatically rating 10,000+ securities, validated by Harvard Business School, MIT Sloan, and Ernst & Young, and protected by US Patent #7,752,090. The founder served on FASB's Investor Advisory Committee from 2013 to 2017. The next constraint isn't the data or the research — it's everything around it.
New Constructs' edge is data superiority — proven by Harvard, MIT, and Ernst & Young, protected by US patent. Operational intelligence doesn't touch the Robo-Analyst. It handles everything around it — so the team stops spending cycles on onboarding friction, compliance overhead, and manual outreach.
Three operational pillars. Every agent is purpose-built for New Constructs' actual workflows — data operations, client growth, and compliance — across the subscriber base of quant funds, institutional PMs, financial advisors, and self-directed investors. The assessment confirms: under 5 hours of manual work per week, already AI-in-production, bottleneck is client onboarding, goal is new markets. These 12 agents are built for exactly that.
New subscriber onboarding requires manual handholding — credentials provisioning, API key setup, welcome sequences, and first-session guidance consume team bandwidth that should be spent on research and partnerships
Partnership conversations stall between touchpoints — follow-up, documentation, and activation workflows for data licensing deals managed manually across email and calendar reminders
Compliance tracking requires manual monitoring — SEC rule changes, FASB updates, and fiduciary regulation developments caught reactively instead of flagged in real time
Trial-to-paid conversion relies on team memory — free and trial subscriber behavior isn't systematically tracked, so conversion opportunities go unnoticed until the trial expires
The firm's 20+ year research track record and Harvard/MIT/E&Y validation are powerful assets in every enterprise sale — they go further when outreach and qualification run automatically.
Subscriber engagement data scattered across systems — churn signals surface too late, and at-risk accounts aren't identified until renewal conversations are already reactive
Subscriber relationships are the foundation of the business — they become institutional when engagement history is centralized and surfaced proactively.
Client onboarding automated end-to-end — new Professional and Institutional subscribers active in hours, with credentials, API keys, and personalized welcome sequences handled without manual intervention.
Partnership pipeline runs continuously — outreach, follow-up, and documentation automated so 3–5× more data licensing conversations stay active simultaneously.
Compliance monitoring runs continuously — SEC, FINRA, and FASB changes flagged automatically with internal alerts and disclosure language generated before regulatory shifts require reactive work.
Subscriber churn signals surfaced 30+ days before renewal — re-engagement sequences triggered automatically for at-risk Professional and Institutional accounts.
KPI dashboards generated automatically every morning — subscriber metrics, revenue data, API usage, research engagement, and pipeline activity compiled without manual assembly.
Trial conversion monitored in real time — engagement signals tracked across every free and trial account, with personalized nudge sequences fired automatically at optimal moments.
Client intelligence becomes institutional — quant fund usage patterns, institutional PM preferences, advisor engagement behavior — surfaced proactively regardless of who is on the account.
Real-time visibility across New Constructs' full operation — subscriber activity, pipeline health, compliance monitoring, and research distribution. Built around New Constructs' actual workflows.
The assessment is clear: $100K+ budget, this quarter, already AI-in-production, bottleneck is onboarding, goal is new markets, waste cost $25K–$75K. Here's what comparable solutions cost, what TFSF's investment looks like, and how quickly it pays for itself.
What agents actually unlock isn't just cost savings — it's speed. Every hour the team isn't manually onboarding a subscriber is an hour on research, partnerships, and new market development. Faster onboarding means subscribers reach value sooner — and subscribers who reach value faster convert at higher rates, renew at higher rates, and expand into higher tiers. The Partnership Activation Agent doesn't just save admin time — it keeps 3–5× more conversations active simultaneously, which directly accelerates deal velocity. The Compliance Monitor means the team responds to regulatory changes in hours, not weeks — a meaningful edge when fiduciary positioning is a core differentiator.
The conservative figure is based on labor savings alone — the $25K–$75K in operational waste the assessment identified. In practice, the revenue-side impact tends to compress payback significantly. We don't have visibility into current trial conversion rates, subscriber churn rates, or partnership close rates — but even modest improvements in any of those metrics on a $1M–$5M revenue base can accelerate ROI well ahead of the 6-month baseline. The growth agents in particular — Trial Conversion, Subscriber Intelligence, Institutional Prospecting — are designed to compound over time. The longer they run, the more behavioral data they accumulate and the sharper the targeting becomes.
New Constructs is already AI-in-production and technically sophisticated. This is not a long ramp. 30 days from kickoff to full deployment — built around New Constructs' existing stack and workflows, not a rip-and-replace.
One 90-minute session with the New Constructs team. We map the full tech stack — Asana/Monday, Google Workspace, Slack, proprietary systems, subscriber database, SEC ingestion pipeline. We document the onboarding workflow, compliance tracking process, KPI reporting cadence, and partnership pipeline. One meeting. the team does nothing else during the build.
TFSF engineers design all 12 agents, define data flows, and map every integration point to New Constructs' specific stack. The team reviews and approves the architecture before a single line of code is written. Given the team's technical depth, this is a collaborative session, not a handoff.
All 12 agents built against New Constructs' actual subscriber data structure, compliance requirements, partnership workflow, and KPI framework. Sandboxed testing before anything touches live subscriber data. New Constructs' patented data infrastructure stays untouched — agents sit on top, not inside it.
The two highest-priority agents from the assessment go live first — Onboarding and Compliance Monitoring. Validate in real conditions. Measure time-to-value for new subscribers. Confirm compliance alert accuracy. Refine before full rollout.
All 12 agents live across New Constructs' full operation. TFSF monitors and optimizes continuously. Quarterly strategy sessions ensure agents evolve as the partnership base grows and new market segments open up.
Your assessment is in. You told us the bottleneck, the budget, and the timeline. We built the proposal around all three. The only step left is a kickoff call.