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Proof of value

4-week pilot with decision-ready outputs.

A structured pilot designed for family offices, small funds, and CIO / PM teams who want a repeatable cadence: regime → scenarios → boundaries → attribution → action.

Request a Pilot Book a 20-min call
Designed for procurement. Fixed-fee pilot (scope-based). Decision-support only — no execution, no custody. NDA available.
Pilot pack
ready to forward

Everything your Compliance / Risk / IT reviewers usually ask for — plus sample outputs.

Download Pilot SOW (PDF) →
Sample Weekly BriefPDF Procurement PackZIP Draft forward email →
Decision-support boundary: Hedgtrade provides analytics and committee-ready artifacts. No execution. No custody. Final investment decisions remain with your team.
Fast scheduling
Schedule a call
Pick a slot length. We’ll confirm by email (timezone + 2–3 options).
15 min Qualification 30 min Pilot scope 45 min PM/Risk

What you get in 4 weeks

Each week produces an artifact you can use in a real decision meeting — not “research slides”.

Week 1

Baseline + objectives

Universe, constraints, risk posture, baseline snapshot.

Week 2

Scenarios + boundaries

Regime framing, triggers, invalidation rules, watchlist.

Week 3

Attribution + exceptions

What moved, why it mattered, and what to ignore.

Week 4

Committee-ready readout

Scorecard + go/no-go recommendation and next steps.

Success criteria

  • Faster decisions with a consistent weekly brief
  • Explicit triggers + invalidation (less debate, more discipline)
  • Clearer risk conversations via scenario framing + attribution

What we need from you

  • Your universe (tickers / symbols) and constraints
  • Preferred meeting cadence + stakeholders
  • Any risk limits / policy guardrails (optional)
Operating boundary: decision-support only. No execution. No custody.

Deliverables

  • Weekly market brief (meeting-ready): regime context, scenarios, decision points
  • Scenario framework: baseline vs stress, triggers, invalidation criteria
  • Risk boundaries: levels / zones where decisions change
  • Exposure attribution: contributors, overlap, concentration flags
  • Pilot readout: what worked, what to harden, next-step engagement plan
Optional (if you want it): we can include a client-specific “Control Mapping PDF” aligning outputs to your governance checklist (indicative, not legal advice).

Included docs

Useful for Compliance / Risk / IT review during procurement.

Methodology (PDF) Security overview (PDF) Vendor questionnaire snapshot
Response time: within 1 business day. NDA available on request.

Request a pilot

Enter your work email to start. Add optional details so we can tailor the pilot scope.

Optional: tailor the pilot scope
Book a 20-min call
We respond within 1 business day. NDA available.