Get your investment firm AI-first ready in six weeks
A complete AI operating foundation built around how your firm actually runs. Your firm's knowledge captured, your team trained, your governance signed off, and the first real capability live by week six.
Information-rich. Time-pressured. LP-accountable.
Information-rich
Investment thesis, deal track record, sourcing relationships and LP context sit with senior partners. When they are unavailable the firm slows. When they leave, decades of judgment walks out with them.
Time-pressured
Most lower and mid-market funds run investment, IR, operations and compliance on a team of under twenty-five. LP expectations have grown to institutional-grade reporting cadence at every cycle.
LP-accountable
Deal data, investor PII and proprietary research cannot go to public AI models. Whatever you deploy has to live inside your own environment and your own governance.
What an AI-first investment firm foundation needs
What a complete AI foundation contains
Most AI fails because it lacks the right foundation. Our Lean Six Sigma approach starts with your processes and the people who run them, then delivers all five elements in parallel over six weeks.
Strategy
A 12-month AI roadmap built around your firm, your team and LP commitments. Capabilities sequenced by impact and tied to measurable outcomes.
Knowledge architecture
Investment IP, deal history, LP relationships and compliance records captured into a knowledge base owned by the firm.
Governance
A compliance-aligned AI policy that fits your existing regulatory and confidentiality frameworks.
Platform
Deployed inside your own environment with strict access controls, so your data, governance and audit trail stay under your control.
First live capability
One real capability live by week six, used by your trained team and producing measurable outcomes.
Technology
Platform-agnostic by design
The foundation isn't tied to a single vendor. We deploy and properly configure the enterprise platform that fits your stack, with knowledge architecture, governance and capabilities sitting in your environment. No lock-in as the model landscape evolves.
Claude (Teams or Enterprise)
The strongest model available today, and our default for firms in New Zealand, Australia and for global firms comfortable with VPN access.
Microsoft AI Foundry
Native to Microsoft 365 and Azure. The right choice for firms that need to avoid VPN or are already deep in the Microsoft estate.
ChatGPT Enterprise
OpenAI's enterprise platform. Familiar to teams already using ChatGPT, with the controls and configuration the firm needs.
What we deliver
Six AI capabilities, the right one determined by the foundations
Once the foundation is built (the process mapped, the knowledge captured, governance signed off) we know exactly which capability creates the most value for your firm. We deploy that one first. The foundation underneath carries every capability that follows.
Capability 01
Investor relations and LP reporting
Institutional-grade investor communications, DDQ responses and quarterly reporting at the cadence your LP base expects. Your IR team focuses on strategic relationships, not repetitive drafting.
- Quarterly investor report generation
- DDQ and ad-hoc request responses
- Capital call and distribution notices
- LP meeting preparation and briefing packs
- Fund update communications
Capability 02
Investment research and analysis
Market research, investment memos and competitor analysis drafted in the firm's voice and grounded in your investment thesis. Deeper analysis in a fraction of the time.
- Market research summarisation
- Investment memo drafting
- Competitive landscape analysis
- Sector and thematic screening
- Data extraction and structuring
Capability 03
Deal process and due diligence
DD checklist management, document analysis and red flag summaries that move the IC pack faster. Compressing deal cycle time without cutting corners.
- Due diligence document review
- Red flag and risk identification
- DD checklist tracking
- CIM and teaser analysis
- Deal comparison and scoring
Capability 04
Investment committee and governance
IC pack generation, decision history and audit-ready governance documentation. Every decision captured, every paper trail maintained.
- IC pack assembly and formatting
- Decision history and rationale capture
- Voting record documentation
- Board meeting preparation
- Audit trail generation
Capability 05
Compliance and regulatory
Policy verification, regulatory tracking and training material support running inside your own environment. Reducing the compliance burden without introducing new risk.
- Regulatory filing preparation
- Policy document management
- Compliance monitoring and alerts
- Training material generation
- Audit-ready documentation
Capability 06
Portfolio reporting
Portfolio company performance visibility with board report preparation, KPI tracking and consolidated updates for principals and LPs.
- Board report preparation
- KPI tracking and dashboards
- Consolidated portfolio updates
- Performance attribution reporting
- Principal and LP reporting packs
Proof
Measurable outcomes
reduction in reporting time
Investor reporting that consumed weeks now produced in days, with full oversight and audit trail.
hours saved per IR team member annually
Administrative overhead stripped from investor relations workflows. Time redirected to strategic relationships and deal support.
ROI across implementations
Measured against time saved, operational cost reduction and increased deal capacity without additional headcount.
A 30-minute confidential conversation
Walk us through what is stretching the partners or IR team most. We'll give you an honest read on fit. We propose a way forward, or we point you elsewhere.