CPZ® Lab

What CPZ® Lab does

CPZ® Lab, legally registered as CPZ Consulting GmbH (haftungsbeschränkt) in Berlin (HRB 253282 B), is a privately held financial technology and consulting firm founded in 2024 that targets the financial services vertical — specifically investment managers, hedge funds, asset managers, and institutions requiring quantitative and AI-enabled decision support. The firm operates across three locations — a registered office in Berlin and operational offices in London and New York — and is led by founder Chris Preuss (MSc Finance, IE Business School), with senior advisory from Ivana Ruffini, whose background spans the Federal Reserve Bank of Chicago, Financial Network Analytics, JP Morgan, and private equity.

The company's product portfolio is anchored by CPZAI, an AI-native systematic trading operating system positioned to let users build, test, and deploy systematic strategies without a dedicated quant technology team, with a public Claude (Anthropic) plugin distributed on GitHub extending that capability. Supporting products include the Project Economics Calculator and the Debt Sculptor, both Excel/VBA-based modeling tools targeting project viability and capital structure optimization. Underlying AI capabilities span predictive analytics, autonomous agents for quantitative research and risk assessment, anomaly/fraud detection, and generative AI for strategy and reporting, all built on third-party model dependencies rather than disclosed proprietary foundation models.

The business model combines two streams: bespoke, quote-based consulting engagements in quantitative analysis, strategy and structuring, and data science, alongside a self-serve CPZAI platform. Distribution is hybrid — direct enterprise sales and HubSpot-scheduled demos for consulting, paired with product-led growth via free signup and free downloadable tools, and community-led distribution through the GitHub-hosted Claude plugin and a Substack newsletter. No customer logos, ARR, funding rounds, or revenue figures are publicly disclosed, and the firm remains sub-ten employees.

Name

CPZ® Lab

Legal name

CPZ Consulting GmbH (haftungsbeschränkt)

Website

https://cpz-lab.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

CPZ® Lab is a Berlin-registered financial technology and consulting firm serving investment managers and financial institutions with CPZAI, an AI-native systematic trading operating system, alongside bespoke quantitative and structuring consulting delivered from Berlin, London, and New York.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Consulting Services: Bespoke consulting engagements for financial services sector covering quantitative analysis, strategy formulation, operational enhancement, portfolio optimization, SPV structuring, and data science solutions. Revenue appears to be project-based or retainer arrangements.
2. CPZAI Product Platform: AI-native systematic trading operating system. Pricing not publicly disclosed; may operate on subscription or usage-based model for the platform.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

CPZ Lab operates as a financial technology consultancy providing bespoke quantitative analysis, strategy and structuring, and data science/AI solutions to financial services clients. The firm also develops and distributes CPZAI, an AI-native systematic trading operating system that enables users to build and scale systematic trading strategies, and offers free Excel-based financial modeling tools (Project Economics Calculator and Debt Sculptor) as lead generation.

Product overview

CPZ Lab operates as a financial technology consultancy offering a unified product suite centered on CPZAI, an AI-native systematic trading operating system. The portfolio consists of CPZAI as the core platform for building and scaling systematic trading strategies, complemented by the CPZAI Plugin (Claude) which extends Claude AI's capabilities for systematic trading tasks. Additional supporting tools include the Project Economics Calculator and Debt Sculptor—both Excel-based financial modeling tools that integrate with the core offering to bridge project valuation with financing design. The company also provides advisory capabilities in quantitative analysis, strategy and structuring, and data science and AI solutions.

Differentiator

Problem solved

Functional benefit

Brands

• CPZAI: An AI-native systematic trading operating system designed for building and scaling systematic strategies.
• Project Economics Calculator
• Debt Sculptor

Products and services

• CPZAI Systematic Trading OS An AI-native systematic trading operating system that enables investment managers, hedge funds, and asset managers to build and scale systematic trading strategies. Supports the full workflow from research to testing to deployment, with claims of reducing time-to-market by 90%, increasing strategy testing by 5x, and cutting costs by 80%.
• CPZAI Plugin for Claude A standalone systematic trading plugin published on GitHub that extends Anthropic's Claude AI into a systematic trading specialist. Built for Claude Cowork and also compatible with Claude Code; distributed via open-source repository to build a developer community around the CPZAI product.
• Project Economics Calculator A free Excel-based financial modeling tool that assesses project financial viability by calculating capex, opex, pricing, volume, margins, cash flows, IRR, NPV, and payback period. Distributed as a downloadable template to generate leads for consulting engagements.
• Debt Sculptor A free Excel-based tool with VBA automation for dynamic debt sculpting and capital structure optimization. Aligns debt service with projected cash flows under DSCR and gearing constraints, intended for project finance and cash-flow-backed lending scenarios.
• Quantitative & Strategic Consulting Services Bespoke consulting engagements for financial services clients covering quantitative research and analysis, algorithmic trading strategy design, risk assessment, portfolio optimization, SPV structuring, securitization, and data science/AI solutions. Engagements are project-based or retainer, with quotes provided on request.

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability5 records

Feature6 records

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• QuantConnect: Cloud-based algorithmic trading platform with open-source LEAN engine and a community of quant developers. Direct overlap with CPZAI on the systematic trading OS proposition, freemium developer-led GTM, and target buyer (independent quants and small funds).
• Alpaca: API-first commission-free trading and brokerage platform with strong developer community and free tier — directly comparable to CPZAI's developer-led distribution model and systematic-trading positioning.
• Numerai: AI-powered hedge fund that crowdsources machine-learning trading models from a global community. Comparable to CPZAI in blending AI, quantitative research, and an open developer/community funnel for systematic strategies.
• Boosted.ai: AI platform for investment management — predictive analytics and portfolio optimization for asset managers. Overlaps directly with CPZ Lab's data-science/AI capabilities, portfolio optimization, and financial-services target segment.
• QuantRocket: Cloud-based platform for quantitative research and automated trading, with Python-based strategy development. Directly comparable to CPZAI on infrastructure-for-quants positioning and target buyer profile.
• QuantInsti: Quantitative trading education and tooling provider (Epilogue by QuantInsti). Comparable in combining systematic-trategy training, tooling, and a community of practitioner users adjacent to CPZAI's audience.

Broad incumbents

• AlphaSense: AI market intelligence and search platform used across investment management, banking, and corporates. Adjacent incumbent using AI for financial decision-making — overlaps CPZ Lab on AI-for-finance value proposition and customer segment.
• Hudson River Trading: Quantitative trading firm combining algorithmic trading and AI research. Broad incumbent in systematic/algorithmic trading competing for the same institutional mandates and engineering talent as CPZ Lab.
• Two Sigma: Large technology-driven investment firm applying AI/ML and data science to systematic strategies. Represents the incumbent outcome CPZAI aspires to enable for smaller players, and competes for sophisticated quant clients and talent.
• WorldQuant: Global quantitative investment firm with a platform for external 'research consultants' to build alpha signals. Broad incumbent in the systematic/quant space that competes for the same institutional talent and clients as CPZ Lab.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• GitHubgithub.com/CPZ-Lab/cpzai-plugin

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CPZ® Lab