The biggest pain in your investment firm.
Fixed with AI in 14 days.
Transition your investment firm into an AI-first business, one module at a time.
- Pick the workflow eating the most investment-team time
- Plan the fix together on a 30 min brainstorm call
- Live in 14 days — 50% off your first AI project
private capital workflows
to your fix live
issued on the call
leadership, implementation, training
What takes your team days should take minutes.
The best investors win on judgement and relationships. But a huge slice of every deal and every quarter gets eaten up by work that is repetitive, manual, and below the level of what your team is actually for.
IC papers drafted from scratch on every deal, even when 70% of the structure is identical to the last one.
Analysts spending days screening decks and targets that were never going to fit the thesis — work AI could triage in minutes.
Management meeting notes living in someone’s head. LP letters rebuilt every quarter. DDQ answers typed out one by one.
Portfolio KPIs chased by email into spreadsheets nobody trusts, and sector intelligence that goes unread.
Which one is your biggest pain point?
Each module fixes one workflow. Pick the one costing your team the most time, then book your 30 minute brainstorm call — we’ll plan the project together and issue your 50% discount code on the call.
From first contact to live in 14 days.
No long proposals. No drawn-out discovery phases. We move fast, build iteratively, and show you real outputs early.
Pick your biggest pain point
Browse the 12 modules above. Select the one costing your team the most fee-earner time. Then book your 30 minute brainstorm call.
Takes 2 minutes30 minute brainstorm call
We review your biggest pain point together and plan the project live — tools, data sources, what a great output looks like. You leave with a plan, your 50% discount code, and a payment link before you hang up.
No follow-up chase. Plan, code and quote confirmed live.Live in 14 days
Your named team (Head of AI, Implementer, Trainer) builds, configures and tests with real deal data from your firm — inside your confidentiality and data controls. We hand over with a quick-start guide and walk your team through it.
Built around your templates, tools and house styleGet your Mini AI Department.
A bit of leadership, a bit of implementation, a bit of training. Every module comes with a named three-person team — not a generic support desk, not a junior consultant on their first AI project.
Strategy & Direction
- Leads the engagement from day one
- Owns the AI roadmap for your firm
- Plans your project on the brainstorm call
- Keeps up with what’s relevant in AI for investment firms
- Your escalation point for anything significant
Build & Maintenance
- Builds and configures each module
- Connects to your existing tools and data
- Handles troubleshooting and edge cases
- Maintains and improves what’s been deployed
- Builds new integrations as the firm grows
Adoption & Embedding
- Trains your existing team on every module
- Creates simple how-to guides and SOPs
- Onboards new team members as you grow
- Captures user feedback for the Implementer
- Ensures AI actually gets used day to day
The same workflows, already fixed elsewhere.
Investment research, document triage, market intelligence — the exact workflows on this page, delivered by our Heads of AI in finance and investment businesses.
A European quant hedge fund boosts trading signal accuracy and efficiency with scalable ML, NLP and alternative data — the same research engine behind our sourcing and mapping modules.
GenAI cuts document assessment from weeks to days across 400+ proposals a year — the same workflow behind our Deck Triage and Data Room DD modules.
Automated daily FX & crypto market summaries for a market intelligence firm — faster delivery, lower cost. The engine behind our News Monitoring and Sector Mapping modules.
Private capital case studies are being written up now — view all case studies →
Your biggest pain point.
Fixed in 14 days. 50% off.
Pick the module costing your team the most time. On a 30 minute brainstorm call we’ll plan the project together and issue your 50% discount code. No payment today.