Research and Due Diligence
Research summaries, credit papers and IC papers prepared from approved sources, with each point linked to where it came from. An analyst checks every draft.
Online Fireside Chat AI and the Evolving Workplace: Opportunities for People and Business Thursday 5th November, 12:00 pm NZDT
RegisterInvestment Management
Singapore runs on lean teams managing complex cross-border operations. We set up a secure AI foundation and usage policy first, then build research, operations and reporting workflows.
For fund managers and multi-family offices, as part of our investment management work. The people in your first meeting do the work.
Book a CallClients across New Zealand, Australia, Hong Kong and Singapore



In Singapore
We start with a secure foundation, then build one workflow at a time, with your team testing each one before it goes live.
AI Foundations starts with a workshop in person in Singapore. Then we map the workflows that take the most time and agree the operating requirements.
Workflows can cover multi-currency reporting, cross-border compliance documents and investor communications across time zones, from one source of truth.
We build and test the first workflows with the people who'll use them. Each workflow has an owner on your side before it goes live.
What We Build
Every engagement starts with a secure AI foundation and usage policy. Then we build workflows one area at a time, and your team reviews every output and makes every investment decision.
Research summaries, credit papers and IC papers prepared from approved sources, with each point linked to where it came from. An analyst checks every draft.
One record for each investor, borrower or deal, built from the files and systems you already run. Requests and notices go to the right person to check first.
Investor letters, data packs and due diligence questionnaire responses drafted from approved data and past answers. The relationship owner approves each one.
How It Works
Each phase has a fixed fee and a clear scope before it starts. The foundation comes first, so every workflow runs inside agreed controls.
3 to 4 weeks
Platform, policy and controls set before any workflow touches investor or deal data.
3 to 6 weeks each
Research, operations or reporting workflows, one area at a time, following the roadmap.
After go-live
Others build and leave. We stay to tune each workflow as your team uses it.
In Practice
Once the first workflows prove their value, most clients move on to the next area of the business. A Hong Kong investment manager started with AI Foundations, then came back to build workflows for its investment team.
Practical Questions
More on security, scope and timing is on our investment management page.
Yes. We work within your existing compliance and security frameworks, and your data stays under your control, hosted where you need it. The usage policy and data handling rules are agreed before any workflow touches client data.
With a secure AI foundation and usage policy, then one recurring workflow. Common first workflows are investor reporting, due diligence questionnaire responses, deal memos and compliance documents.
Yes. We work with fund managers and multi-family offices in Singapore. For a lean family office team, useful first workflows include consolidated reporting, team onboarding and knowledge about each manager and relationship.
No. We work on the operations of an investment business. We don't offer investment advice, stock recommendations or automated trading. Your investment professionals stay responsible for every investment decision.
AI Foundations runs 3 to 4 weeks, with your first workflows in use by the end. Implementation sprints usually run 3 to 6 weeks each, one area of the business at a time.
A Good Place to Start
Thirty minutes on how your team works today and where AI should go first. No preparation or project brief needed.
Book a Call hello@elab.co.nz