6-Month Roadmap: From Research Bot to AI Intelligence Infrastructure
Mímir has proven one thing: AI-assisted research works for your team. Daði said it's like having two full-time analysts. But Mímir today is one tool solving one problem — broker research search. Your operation has ten problems.
I'm not offering to maintain a chatbot. I'm offering to build a complete AI intelligence department for Viska over 6 months, full-time. At the end of the engagement, you own the system — GitHub repo, all infrastructure, all agents, full documentation. Kristján can contribute code. Any developer can maintain it.
AI went from differentiator to baseline expectation in 2025 — 95% of fund managers now allow employees to use multiple AI applications. But the tools available today don't fit a 7-person fund:
| Option | Cost | What You Get |
|---|---|---|
| Hebbia | $10K/seat/yr ($70K team) | Generic document synthesis — same as every other fund |
| AlphaSense | $10–20K/seat/yr ($100K+ team) | Search over their corpus — not yours |
| Build in-house | $500K–1M+/yr | 6–12 months before any value, talent hard to find in Iceland |
| Do nothing | $0 | Watch Minotaur Capital (zero analysts, 27% returns FY25) eat your lunch |
None of these build what you actually need: a bespoke system tuned to your two funds, your research process, your investment thesis.
This isn't starting from zero. This is activating a system that's 60% built.
| System | Status | What It Does |
|---|---|---|
| Mímir Chat | Live | RAG search over 30K chunks from 29 brokers. Thread memory, broker filtering, source attribution |
| Daily Brief | Live | Cross-broker synthesis every morning — thematic buckets, high-impact flags, portfolio outlook |
| Report Generation | Live | Conversation → polished deliverable. IC-ready, LinkedIn-ready, archive-ready |
| Viska Portal | Live | Bloomberg-style 8-section intelligence platform. Chat is mature; 6 more sections coming online |
| Corpus Pipeline | 88% | Dropbox → OCR → embed → Supabase. v4.0 fixes shipping now |
| Trading War Room | 70% | 4 agent repos, 7/8 n8n automations live, Alpaca + FRED + QuantOracle integrated, risk framework approved |
| Knowledge Graph | Production | Wiki engine, bi-temporal graph (22K nodes), decision capture, batch ingest — ~70% reusable for client deployment |
Make the existing system bulletproof and add the interfaces that multiply access.
| Deliverable | CIO Priority | Detail |
|---|---|---|
| Ingestion pipeline v4.0 | Foundation | Fix 3 compounding bugs, verify with full re-ingest. Corpus goes from 2 dates to full history. |
| Portal data activation | Foundation | Unblock credential architecture — all 8 portal sections go live with real data |
| Mímir MCP | #1 Research Pipeline | Query the entire corpus from Claude Desktop, Cursor, or any AI workspace. Not locked to Slack. |
| Macro research pipeline | #1 Research Pipeline | Central bank minutes, earnings transcripts, policy documents into corpus. Claude Opus 4.6 synthesizes cross-asset macro narratives. |
| Ingestion notifications | Foundation | Instant Slack alerts when new reports arrive and are indexed |
What Viska gets at Month 1: A corpus that covers all your sources (not just broker PDFs), accessible from every tool you use — Slack, portal, Claude Desktop, Cursor. The daily brief pulls from a much richer dataset.
Go from one bot answering questions to specialized agents running surveillance — backed by institutional memory.
| Deliverable | CIO Priority | Detail |
|---|---|---|
| Viska Knowledge Base | Foundation | All fund documents ingested into a structured wiki with decision trails, entity relationships, and temporal reasoning. A knowledge graph — not more vector search. |
| Crypto analysis agent | #2 Multi-Agent | On-chain metrics, exchange flows, funding rates, liquidation data. Runs autonomously, reports anomalies. |
| Macro sentiment agent | #2 Multi-Agent | Cross-asset macro radar — FX, rates, commodities, equity indices. Daily conviction scoring. |
| Geopolitical risk scanner | #2 Multi-Agent | Regulatory filings, sanctions, elections, policy shifts. Flags portfolio-relevant risk events. |
| Earnings call analysis | #1 Research Pipeline | Structured intelligence from transcripts — key metrics, guidance changes, management tone shifts. |
| Document comparison | #1 Research Pipeline | Track price target changes and narrative evolution. "How has Goldman's oil view changed in 3 months?" |
What Viska gets at Month 2: Three autonomous agents running 24/7 surveillance on crypto, macro, and geopolitical themes — under €200/month in compute. Plus a knowledge base that goes beyond search.
The knowledge base difference: Mímir today does vector search — find text similar to your question. The knowledge base adds temporal reasoning ("what did we decide before the rebalancing?"), relationship traversal ("all LPs who attended meetings about Fund X"), and decision archaeology ("what was rejected, and why?"). This is the difference between a search engine and institutional memory.
Move from research to action. Live market intelligence and trade discipline.
Head start: The Trading War Room has 4 sessions of build work behind it — 54 planning documents, 4 agent repos with MCP integrations (Alpaca, FRED, QuantOracle with 63 quant tools), 7/8 n8n automations live, risk framework approved, dashboard designed. Month 3 is deployment and activation, not greenfield.
| Deliverable | CIO Priority | Detail |
|---|---|---|
| React dashboard | Trading | 5-page Bloomberg-style trading interface — portfolio overview, trade journal, market page, session log, risk monitor. |
| Live market data pipeline | #3 Sentiment Tracking | Already built in n8n — activate R2 writes, connect to dashboard. Real-time price feeds, volume, volatility. |
| Grok narrative tracking | #3 Sentiment Tracking | Real-time X/social sentiment via Grok — catches narrative shifts before they move price. |
| Technical analysis tools | Trading | QuantOracle MCP (63 deterministic quant tools, 1,000 free/day). Chart pattern detection, momentum, support/resistance. |
| Trade journal + risk enforcement | Trading | Decision chain UI, thesis blocks. Risk framework enforces position sizing, consecutive-loss gates, mandatory reflection. |
| Paper trading launch | Trading | Alpaca paper account provisioned. 90-day documented paper period — hard gate before any live capital. |
What Viska gets at Month 3: A command center for execution with mechanical discipline. The war room doesn't just show data — it enforces rules.
Turn the intelligence system outward — LP reporting, thought leadership, brand building.
| Deliverable | CIO Priority | Detail |
|---|---|---|
| Investor letter automation | #4 Communications | Monthly LP letters drafted from portfolio data + market context. Performance attribution auto-generated. |
| Meeting briefing system | #10 Meeting Prep | Before every family office meeting: deep research on the prospect. After: personalized follow-up. |
| Thought leadership pipeline | #8 Content | 2–3 polished pieces per week — newsletters, LinkedIn posts, short-form analysis. Icelandic + English. |
| CRM knowledge layer | #8 Content | LP relationships, meeting history, and follow-ups as entities in the knowledge graph. Pipeline from content → meetings → LP relationships. |
What Viska gets at Month 4: The bottleneck isn't performance — it's communication bandwidth. The system handles the writing, formatting, and follow-up. You spend your time in meetings instead of at a keyboard.
Unique capabilities that no off-the-shelf tool provides.
| Deliverable | CIO Priority | Detail |
|---|---|---|
| Scenario modeling | #6 Scenario Modeling | "What happens to crypto allocations in a stagflation environment?" — Claude runs deep analysis overnight, presents scenarios with evidence. |
| DD on distribution partners | #7 Due Diligence | Continuous monitoring of partner prospects — regulatory filings, AUM shifts, personnel changes, news. |
| Personalized watchlists | User experience | Per-analyst filtered digests and alerts based on individual coverage areas |
| Coverage gap detection | Research quality | System identifies what brokers you're NOT seeing and what topics are underrepresented |
What Viska gets at Month 5: The system starts thinking ahead — modeling scenarios, watching partners, identifying blind spots. This is where AI infrastructure starts creating genuine information advantage.
The system runs without me. You own everything.
| Deliverable | CIO Priority | Detail |
|---|---|---|
| Proprietary signal generation | #9 Signal Gen | Fine-tuned model on your macro framework. Quantitative signals from qualitative conviction. IP protected. |
| Trade execution pathway | Trading | Paper trading → live execution via Alpaca. Human approval required for every trade. |
| Viska GitHub | Handoff | Complete codebase — all agents, skills, infrastructure, documentation. Kristján has contributor access. |
| Full documentation | Handoff | Architecture docs, runbooks, configuration guides. Any developer can maintain and extend the system. |
| System health dashboard | Operations | Real-time status of all agents, pipelines, data flows. Know instantly if something breaks. |
What Viska gets at Month 6: A fully autonomous AI intelligence department that you own. GitHub repo, all infrastructure, all documentation. 100% handoff — bring in any developer to extend it, or continue on a maintenance contract.
| Traditional Cost | What Mímir 4.0 Replaces |
|---|---|
| 2 research analysts (ISK 1.2–1.6M/mo) | Automated research pipeline + daily briefs + agent surveillance |
| Bloomberg Terminal (5 seats × $2K/mo = ISK 1.4M/mo) | Portal + real-time data + natural language search |
| Part-time content writer (ISK 300–500K/mo) | Thought leadership pipeline |
| Meeting prep time (10+ hours/week across team) | Automated briefing + follow-up system |
| Custom dev shop (ISK 3–5M/mo for 3-person team) | Full-time AI systems architect |
| Total displaced: ISK 6–9M/month | You get all of the above, compounding monthly |
Every item from the CIO's actionable plans is explicitly covered:
| # | CIO Priority | Month | Status |
|---|---|---|---|
| 1 | AI-Powered Macro Research Pipeline | 1–2 | Extends Mímir with Claude Opus 4.6 synthesis |
| 2 | Multi-Agent Investment Analysis | 2 | Three specialized agents + managed framework |
| 3 | Real-Time Sentiment & Narrative Tracking | 3 | Grok integration in Trading War Room |
| 4 | Investor Communications & LP Reporting | 4 | Automated letter drafting + attribution |
| 5 | Cross-Platform Research Integration | 1 | MCP + unified corpus |
| 6 | Scenario Modeling | 5 | Extended thinking for deep analysis |
| 7 | DD on Distribution Partners | 5 | Living intelligence feed on prospects |
| 8 | Thought Leadership Content | 4 | Content pipeline: 2–3 pieces/week |
| 9 | Proprietary Signal Generation | 6 | Fine-tuned models on Viska's framework |
| 10 | Meeting Preparation & Follow-Up | 4 | Pre/post-meeting intelligence system |
| — | Knowledge Base (not in CIO list) | 2–6 | Cross-cutting: all agents write to it, all queries draw from it. The institutional memory that makes everything else 10× more valuable. |
| Aspect | Structure |
|---|---|
| Duration | 6 months (April–October 2026) |
| Commitment | Full-time, dedicated |
| AI meeting | Weekly — review what shipped, plan next week, discuss priorities |
| Blog posts | Regular publications about the system for marketing & visibility |
| GitHub | Viska org repo with all code; Kristján (or any team member) as contributor |
| Infrastructure | All deployed on your infra (Supabase, Railway, Cloudflare) — you own it |
| At end | 100% handoff. System runs independently. Optional maintenance retainer. |
| Alternative | Monthly Cost | Time to Value | You Own It? |
|---|---|---|---|
| Hire 2 research analysts | ISK 1,200,000–1,600,000 | Immediate (manual work) | N/A — labor, not infrastructure |
| Hire AI/ML engineer + onboard | ISK 1,000,000–1,500,000 | 6–12 months | Slowly |
| Big 4 consulting | ISK 3,000,000–5,000,000 | 3–6 months for a report | You get a PDF |
| Bloomberg Terminal (5 seats) | ISK 1,400,000 | Immediate | Never — rental |
| AlphaSense (team license) | ISK 700,000–1,000,000 | Immediate | Never — SaaS |
| This engagement | ISK 1,200,000 | Month 1 — extending what's live | Yes — GitHub, docs, full handoff |
The system runs independently. Mímir transitions to a maintenance retainer (ISK 250,000/month) — same as the original Tier 2 offer. You can also bring in any developer to extend it — the codebase, documentation, and runbooks are all yours.
Why this price — Daði told Morgunblaðið that Mímir is "like having two full-time analysts." Two analysts cost ISK 1.2–1.6M/month in Iceland. This engagement costs the same as one analyst — and delivers a system that replaces three, plus a trading war room, content pipeline, CRM, and investor communications. And when I leave, the system stays.
Part of this engagement is public. Regular writing about what we're building — how the system works, what problems it solves, how a small fund uses AI in production. One post every 2–3 weeks. All content reviewed by Viska before publication.
Every week, one meeting. This meeting is the steering wheel. The roadmap is the plan — the weekly meeting is where reality adjusts it.
| Risk | Mitigation |
|---|---|
| Scope creep — 10 priorities is a lot | We rank them together in Week 1. Not everything ships in 6 months. |
| Key-person risk — system depends on me | Months 4–6 explicitly include knowledge transfer. Documented, tested, handed off. |
| API costs — agents cost money to run | Transparent tracking. Current estimate: €200–400/month for all agents. Dashboards shared. |
| Model changes — AI moves fast | Architecture is model-agnostic. Swap Claude for GPT for Gemini without rewriting. |
| It doesn't work — some features underperform | Monthly billing, 30-day exit. But the track record is clear: Mímir already works. |
The system compounds. Every month builds on the last. By October, Viska has infrastructure that most funds ten times your size don't have — and you own every line of code.