More deals done.
Half the grind.
The AI operating system for private capital: review twice the deal flow with the same team, get from teaser to IC-ready in days not weeks, and hand your deal and portfolio teams back ≈105 hours a quarter* — with no new hires. The investment decision and the relationships? Still yours. And the same playbook rolls out across your portfolio companies, one module at a time.
private capital workflows
to your first working prototype
leadership, implementation, training
The same workflows, already fixed elsewhere.
Investment research, document triage, market and deal intelligence — the exact workflows on this page, delivered by our Heads of AI in finance and investment businesses.
- Trading signal accuracy and efficiency boosted with scalable ML, NLP and alternative data for a European quant hedge fund — the same research engine behind our Sourcing and Sector Mapping modules.
- Document assessment cut from weeks to days across 400+ proposals a year with GenAI — the same production line behind our Deck Triage and Data Room DD modules.
- Daily, automated FX and crypto market summaries for a market intelligence firm — faster delivery, lower cost. The engine behind our News Monitoring and Sector Mapping modules.
- 103 published AI case studies, many within finance, investment and professional services — delivered by our Head of AI network.
- Every module built inside your own confidentiality and data controls — delivered under NDA as standard, with deal and LP data never touching a public model.
- Private capital case studies are being written up now — the modules on this page are already live with investment firms; the write-ups are next.
Watch the grind melt away.
One operating system covering origination, deal execution, portfolio and investor relations — plugged into the systems you already use, and bought one module at a time.
Add it all up — per typical quarter
That’s hours back for your deal team and your portfolio team, every quarter, on the same headcount. Note which hours melt: the screening, the formatting, the chasing-by-email — the hours that were never where your judgement added value. The two things AI doesn’t touch? The investment decision and the relationship. That’s where the fee gets earned.
*The working, because you’ll check it. A busy quarter across origination, execution, portfolio and IR work carries roughly 160 hours of the manual work described above; with the modules live we plan on roughly 55. Freed hours never convert perfectly into new work, so treat this as illustrative, not a forecast. (The module figures above show typical ranges; no single firm hits every one. Before anything switches on, we baseline your firm’s own numbers — so the figure you act on is yours, not ours.)
From first contact to a working prototype in 30 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 free Discovery Call. Takes 2 minutes.
Free 30 minute Discovery 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 and a quote before you hang up. No follow-up chase.
Working prototype in ~30 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. Worth knowing: what’s live at this stage is a working prototype — fully built and tested on your own deals, but still version one. We refine it based on real day-to-day use before it becomes a permanent, production part of your workflow. We hand over with a quick-start guide and walk your team through it.
Every module delivered by your Mini AI Department.
A bit of leadership, a bit of implementation, a bit of training. Every module comes with all three.
Strategy & Direction
- Senior board level AI strategist and operator on your side of the table
- Leads the engagement from day one
- Owns the AI roadmap for your firm
- Works out your numbers on the Discovery 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
You COULD do this yourself. But don’t say we didn’t warn you…
10 reasons why it’s best to leave your AI build to the experts.
- Your team’s hours are worth more. Every hour spent wrestling with AI tools is an hour not spent sourcing deals or managing the portfolio.
- Prompts are the free bit. Wiring AI into your data room, CRM and reporting templates is the hard bit. That’s engineering, not typing.
- The tools change weekly. Best model for DD Q&A this quarter? Cheapest to run? We track it daily so you never have to.
- Deal data is confidential data. One paste into the wrong tool on the wrong settings and you have an NDA problem, mid-transaction.
- AI is confidently wrong just often enough to hurt. One invented figure in an IC paper or LP letter can cost you credibility you don’t get back. Checking has to be built in, not bolted on.
- DIY dies at 70% done. A clever demo that never becomes a daily tool, because the last mile is the hard mile.
- Nobody to call. When it breaks the week before an IC meeting or an LP update, DIY means you’re the support desk.
- The costs hide. Five subscriptions, creeping API bills, analyst hours, abandoned builds. DIY usually costs more than we do.
- Adoption is the real battle. Half of AI failure is people quietly not using it. Training and trust don’t come in a download.
- You’d have no proof. No baseline, no evidence it worked. We measure your firm before and after, and switch nothing on until it beats your team.
Rather be in the 5%? That’s what the Discovery Call is for →
Questions investment firms ask us.
How much time does AI save an investment team?
It depends which modules you take, but across origination, deal execution, portfolio monitoring and investor relations, firms typically see the majority of the manual, document-heavy hours in a given workflow returned to the team once a module is live. We baseline your firm’s own numbers on the Discovery Call before anything is built.
What about AI inventing facts or figures in DD or IC papers?
The known failure of general-purpose chatbots — and exactly why our modules are built differently. Every DD answer and research output links back to its source document, so the deal team can verify in seconds rather than take it on faith. Nothing goes to an IC or an LP unreviewed.
Will this disrupt live deals or portfolio work?
No. Each module is built and tested against real deal or portfolio data from your firm, inside your own confidentiality and data controls, so it’s proven before your team relies on it day to day. Your firm runs as usual while the module is being built and configured.
Is our deal and LP data confidential and secure?
Yes. Every module is built inside your firm’s own confidentiality and data controls, delivery is under NDA as standard, and nothing about your deals, portfolio or LPs is used to train public models.
How quickly can our first module go live?
Typically 30 days from the Discovery Call to a working prototype, for most modules. It’s a fully working version built and proven on your own deals — not yet the polished, production-ready version, which we refine afterwards based on real day-to-day use. Each module is configured to your templates, house style and systems, with your team trained before handover.
Does AI replace analysts and deal team members?
No — it multiplies them. AI takes on the repetitive, document-heavy work: screening, drafting, reporting, monitoring. The judgement, the relationships and the investment decisions stay with your people, who now have the hours to do more of them.
Your biggest pain point.
A working prototype in 30 days.
Pick the module costing your team the most time. On a free 30 minute Discovery Call we’ll work out your numbers together. Go ahead, and we start proving it on your own deals straight away.