Spaces careers

## What Are We Building?

We’re building a digital workforce for enterprise RIAs, starting with an AI-powered BDR that helps financial advisors automate prospect engagement and book qualified meetings directly onto their calendars.

Instead of giving firms raw leads and expecting advisors to manually follow up, our system acts like an intelligent sales teammate — handling outreach, qualification, follow-ups, scheduling, and workflow automation end-to-end.

The long-term vision is much bigger than appointment booking. We believe AI agents will become a core operating layer inside advisory firms, helping teams scale client acquisition and operations without proportionally scaling headcount.

## The Hard Problems We’re Working On

### Building Human-Level AI Workflows

Financial services is relationship-driven. Advisors expect communication that feels thoughtful, contextual, and personalized — not robotic. We’re building systems that can reason across conversations, understand intent, and adapt messaging dynamically while maintaining compliance and trust.

### AI Reliability in High-Stakes Environments

RIAs operate in a highly regulated industry where mistakes matter. Hallucinations, bad messaging, or incorrect actions can damage trust and reputation. We’re solving problems around reliability, guardrails, memory, evaluation systems, and deterministic workflows for AI agents.

### Scaling Personalized Outreach

Every advisory firm has different ICPs, messaging styles, sales processes, and compliance requirements. We’re building infrastructure that can personalize outreach at scale across thousands of prospects while still feeling authentic and human.

### Multi-Agent Systems & Workflow Orchestration

The future isn’t a single chatbot — it’s coordinated AI systems working together across tasks. We’re designing agent workflows that can handle prospect research, lead qualification, CRM actions, scheduling, follow-ups, and operational tasks autonomously.

### Data & System