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Who We Serve

AI transformation for capital allocators

We put AI agents to work and prepare your systems and data to support them across manager diligence, fund monitoring, and look-through analysis.

Challenges putting AI to work

Most firms aren’t starting from zero. The hard part is turning experiments and clear goals into capabilities the whole firm can use.

  • Agents are only as smart as your data

    Your use case is clear. The information it needs sits in manager reports, fund documents, and capital account statements that aren’t connected to Claude, ChatGPT, or Gemini.

    We connect your systems with AI agents that understand your documents and data, while respecting your existing access controls.

  • The AI mandate outruns the team

    Many can describe the ideal agent experience for their workflow. Few have the expertise or time to build and maintain it.

    Our engineers work alongside your investment, research, and operations teams to understand their workflows and build agents inside your environment.

  • The value doesn't scale

    Motivated individuals get real results with AI, but their ideas and prototypes rarely become tools the whole firm can use.

    We turn your ideas or prototypes into production-grade solutions for teams across your firm, with the security and support you expect.

How we help capital allocators

We deliver AI across the investment lifecycle, from identifying high-value use cases to building and managing integrated solutions. Hands-on delivery, not slideware.

  • Where to start

    AI opportunity diagnostics

    We identify high-impact use cases across your firm, including manager diligence, fund monitoring, capital call processing, and exposure analysis.

    • Prioritized list of AI use cases
    • Effort, value, and feasibility assessment per use case
    • Build specification for your first agent

  • Pre-commitment

    Manager diligence agents

    Agents analyze PPMs, DDQs, and manager track records to compare performance, identify information gaps, and prepare questions for your investment team.

    • Diligence summaries mapped to your checklist
    • Manager track records standardized for comparison
    • Manager background and reference summaries

  • Post-commitment

    Fund performance agents

    Agents prepare manager performance data for your monitoring system, reconcile capital account data, and draft quarterly reports from your portfolio records.

    • Normalized quarterly fund performance data across managers
    • Capital account data reconciled with manager statements
    • Quarterly reports drafted in your format and style

  • Collective intelligence

    Knowledge base & connectors

    Manager files, side letters, LPAs, and years of quarterly reports become one searchable corpus, making your firm’s knowledge accessible through your AI platform.

    • An indexed knowledge base unique to your portfolio history
    • Connectors linking your systems to your AI platform
    • An obligations register of the terms you negotiated

  • Portfolio construction

    Exposure & pacing agents

    Agents use your monitoring data to consolidate underlying holdings across funds, track portfolio concentration, and build a commitment pacing model.

    • Look-through holdings consolidated across funds
    • Concentration alerts based on your exposure limits
    • Commitment pacing model with scenario analysis

  • After launch

    Managed agents & systems

    We manage your agents inside your environment, monitoring performance, resolving issues, and adapting them as your systems and workflows evolve.

    • Automated evaluations and tests on every change
    • A monthly usage, performance and cost report
    • Operating and troubleshooting guides

How we work with you

We do not start with firm-wide transformation programs. We help you pick one use case with a clear payoff, deliver it in weeks, and use that win to fund the next.

  1. 1

    Choose a focus

    We identify where AI can deliver the most value, then scope a practical first project.

  2. 2

    Prove the value

    We deliver a working solution in weeks and measure its impact in your team’s daily workflow.

  3. 3

    Grow adoption

    We work with your team to refine the solution and make it a reliable part of everyday work.

  4. 4

    Scale what works

    Each successful use case builds momentum for the next, putting agents to work across your firm.

AI Field GuideQ3 2026

See where AI is delivering value

AI Field Guide for Private Markets cover

Explore the agent use cases leading investors are putting into practice, with real examples to help you identify opportunities for your firm.

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Built-in security and governance

AI agents designed the way your security, IT, and compliance teams expect them to be.

Auditability
Every answer traces back to the source system, document, or data point it came from, so your team can prove it's right.
Least-privilege access
Agents work under each user's own identity and permissions. They see only what that person is allowed to see.
Human in the lead
Agents handle the repetitive work. Your team reviews the output and makes every call that matters.
Ongoing management
We manage, monitor, and maintain every agent we ship, while your team learns to run them.

Expertise across your tech stack

We help you choose, implement, and connect the platforms your business needs, bringing new technology and existing systems together.

  • Claude
  • ChatGPT
  • Gemini
  • Copilot
  • Glean

Fluent in private markets

Our founding partners work alongside forward-deployed experts and engineers, bringing decades of experience in private markets technology to every engagement.

Investor network
600+
Investor network

We've helped managers and limited partners solve complex technology challenges.

Years in market
40+
Years in market

Our team has spent decades inside private markets firms and the platforms they run on.

Years building AI agents
4+
Years building AI agents

Since 2023, our work has focused exclusively on building and deploying AI agents.

Related insights

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Other strategies we support

Private Equity & GrowthDeal sourcing, diligence, portfolio monitoring, and value creationPrivate CreditOrigination, underwriting, covenant monitoring, and loan operationsVenture CapitalDeal sourcing, screening, portfolio monitoring, and founder supportReal EstateDeal screening, underwriting, asset management, and investor reporting

Put AI agents into action now

Whether you're deploying agents, evaluating AI-native tools, or reassessing current technology, we help you identify use cases and deliver production solutions.

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