About Sam Sur
I’m Sam Sur, Founder of Taurion, where we are building an Agentic-AI platform that reshapes how fund managers, advisors, and platforms make decisions in private markets.
My background spans more than a decade of designing and deploying AI and data systems at enterprise scale, across manufacturing, energy, telecom, and semiconductor operations. At companies like CodeData, ServiceMax (GE Digital), Appsmyth, and Hitachi High-Tech, I learned how to simplify complex environments using system design, intelligent automation, and decision architecture.
Across all these domains, one principle was always true:
when complexity is structured, clarity emerges, and decisions improve.
Taurion is built around that belief.
Building Taurion - the Agentic AI Platform for Private Markets
Private markets are defined by fragmentation - documents, workflows, suitability rules, onboarding paths, compliance layers, advisor interpretations, and varying fund structures.
The intelligence needed to navigate that landscape has traditionally been manual, inconsistent, and expensive.
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We are building Taurion - a multi-agent orchestration AI platform that:
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unifies suitability, risk, liquidity, and investor capacity
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generates clear, structured guidance for advisors and platforms
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automates workflow complexity for fund managers
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interprets fund documents, data rooms, and disclosures
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maintains audit trails and explanations for compliance
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enables smoother onboarding across GP, LP, and platform ecosystems
Taurion is a decision architecture engine for private markets. It deliversis clarity, reliability, and structured intelligence in financial decision-making, the foundations of scalable, trustworthy agentic systems.
From Industrial AI to Financial Decision Architecture
Before building Taurion, I spent more than a decade working on AI and data platforms that powered mission-critical environments:
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At CodeData, I built multi-agent operational systems and Software-Defined Power (SDP) for data centers
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At ServiceMax, I architected Connected Field Service and advanced analytics used across Fortune 500 industrial organizations
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At Hitachi High-Tech, I led data-driven manufacturing solutions for global semiconductor fabs
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At Appsmyth, I scaled mobile platforms and analytics frameworks across thousands of applications
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These experiences formed the backbone of how Taurion is designed today: structured, explainable decision systems that remove noise and reveal what matters.
Taurion - the Intelligence Layer powering Palatino Blueprint.
Taurion powers the agentic decision layer behind the Palatino Blueprint™, a clarity-first, seven-pillar framework used by Palatino Wealth Advisors to help families, founders, and business owners make more aligned decisions.​
The same principles that improve decisions in manufacturing, energy, data centers, and private markets also improve decisions in personal financial life - alignment, clarity, and structure. Taurion supports them.
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Mission: Bringing Decision Architecture to Private Markets.
My mission is to build AI systems that make complex decisions feel clear, structured, and confident.
Taurion gives private-market participants:
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clarity
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structure instead of fragmentation
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intelligent workflows instead of manual interpretation
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an audit-ready, explainable AI engine at the core of every decision
Taurion is establishing Agentic AI a foundational layer in private markets, with trust, transparency, and clarity.
Sam Sur is the founder of Taurion (Agentic AI Platform), Palatino Wealth Advisors, and CodeData, and is based in the San Francisco Bay Area.