Teams at Arootah

Provide fractional compliance advisory to alternative investment firms and family offices: develop and implement compliance programs, Form ADV filings, policies, controls, training, regulatory exam readiness, risk assessments, remediation, and ad-hoc projects.

Build and maintain full-stack web and mobile-friendly applications, design and manage Airtable backends, implement workflow automations (n8n/Zapier), integrate LLM/AI services (e.g., Anthropic Claude), optimize performance, collaborate with leadership and vendors, and document systems to reduce single-owner risk.

Provide project-based treasury advisory to alternative investment clients: design treasury operations, reconciliations, NAV oversight, collateral and counterparty management, develop policies and reporting, train teams, and support treasury-related special projects.