Every firm is thinking about AI.
In 12 months there will be 2 types of firms: those who institutionalize AI, and those loosing their talent to the competitors who are.
The firms that define the next decade won't just invest in AI—they'll be powered by it.
We execute like operators.
Deep AI expertise that transforms both fund operations and portfolio value, from strategy through execution.
Foundation Models
Model selection, fine-tuning, and deployment expertise across use cases from deal screening to customer operations. Architecture decisions based on performance benchmarks, not vendor promises.
Infrastructure and ML Ops
Production-grade ML systems designed for portfolio-wide deployment. Orchestration, monitoring, and scaling patterns proven across multiple environments.
Product Design
Human-centered AI interface design informed by behavioral research and usage analytics. Equal focus on internal tools for investment teams and external products for portfolio companies.
Strategy
Technical due diligence, AI maturity assessments, and strategic roadmap development. Clear frameworks for separating defensible AI applications from commodity capabilities.
Data
Data architecture, pipeline engineering, and quality frameworks that enable AI deployment. Expertise in both structured fund data and unstructured portfolio company assets.
Governance
Risk frameworks, compliance protocols, and ethical guidelines for responsible AI deployment. Balancing innovation velocity with regulatory requirements and reputational considerations.
Your alpha is in your unique investment process. Stop making technology decisions that don’t amplify it.
Deal Sourcing Signal Radar
ML tracks hiring patterns, web traffic, and regulatory filings across 50,000+ companies. Surface targets 6-12 months before banking processes, ranked by thesis fit and paths to management.
AI Due Diligence Copilot
Process entire datarooms in hours. Auto-generate driver trees, flag buried risks, and draft IC memos with full citations—catching issues human reviews routinely miss.
Financial Statement Validator
Convert financial PDFs to structured data in minutes. Automated tie-outs, GAAP consistency checks, and footnote validation surface quality-of-earnings issues before they surprise you.
Portfolio KPI Lakehouse
Unified data architecture pulling from ERPs and CRMs weekly. Real-time dashboards, cohort analysis, and anomaly alerts that operating partners and management actually trust.
Voice of Customer Miner
Process thousands of calls, emails, and reviews monthly. Cluster feedback into themes, quantify churn drivers, and link specific customer quotes to retention metrics.
Contract Intelligence Hub
Extract terms from entire contract portfolios—obligations, renewals, escalators, and risks. Automated workflows ensure nothing falls through cracks during integration or exit.
Cyber Risk Heatmap
Continuous scanning of portfolio company attack surfaces. Risk scoring, automated owner assignment, and visual heatmaps that non-technical board members understand.
LP Reporting Auto-Assembler
Pull data directly from fund and portfolio systems to build quarterly letters. First drafts with variance explanations and complete audit trails—weeks of work reduced to hours.
Management Team Radar
Synthesize 360 feedback with LinkedIn movements and Glassdoor sentiment. Pattern recognition identifies flight risks and leadership gaps before expensive surprises hit.
Competitive Intelligence Tracker
Monitor competitor portfolios, exits, and strategies in real-time. Track pricing moves, product launches, and talent flows to inform hold/exit decisions and operational improvements.
Leading funds partner with us to transform every layer of their investment process through AI.
Deal Teams
Screen 10x more deals with ML-powered sourcing. Process entire datarooms in 3 hours instead of 3 weeks. Generate first-draft IC memos with full source citations.
Partners
See portfolio risks 6 months before they hit P&L. Track 50+ KPIs across all portcos in real-time. Know which companies are exit-ready based on 200+ buyer criteria.
Operating Teams
Deploy proven AI playbooks across the entire portfolio. Turn customer data into strategies that save millions. Scale winning approaches from one portco to twenty.
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