Put AI to work in your firm and portfolio.

Improve work inside your firm, lead an implementation with a portfolio company, or help several teams build their AI capability.

Two people at a round table in a shaft of sunlight, seen from above

Three places to start.

They don’t have to come in order. A fund can start internally, a company can come to us directly, or an operating partner can begin with one company.

Your firm

Work inside the fund itself.

  • Finding what the firm already knows, across documents and past deals
  • Preparing research and meeting briefs, with sources
  • Moving information from notes and email into the CRM
  • Training the team on the tools it has

We improve the workflow and its review. We don’t make investment decisions or underwrite deals.

A portfolio company

One company, one recurring problem.

  • Choosing a recurring operational problem
  • Implementing a bounded change in the company’s tools
  • Training the people who run it
  • Measuring it against a baseline

The company needs its own sponsor, access and agreed scope. An introduction isn’t a commitment to take part.

Across the portfolio

Several companies, coordinated by the fund.

  • Leadership sessions across selected companies
  • Shared training, adapted to each company
  • A pipeline of company projects, each scoped on its own
  • Methods and measures reused where they fit

Each company keeps its own priorities, data permissions and owner. Nothing is pooled.

Work we can help with across a portfolio.

Examples of recurring work in a firm or its companies. Each is scoped to the company that owns it.

  • Sales

    Account researcher

    Prepares a brief on an account before a call, from your CRM and public sources.

  • Support

    Knowledge assistant

    Answers staff questions from approved sources, and passes on the ones it can’t answer.

  • Finance

    Reporting assistant

    Assembles the monthly report from agreed exports and flags what’s missing.

How it starts

Ways to work with us

FAQ

Questions

Do you work with the firm or the companies?

Both. The firm can buy work for itself, sponsor work in a company, or coordinate several. Each engagement has its own scope and owner.

Do you do due diligence?

We don’t make investment decisions or underwrite deals. Inside the firm, we improve the work around them: finding what the firm already knows across documents and past deals, and preparing research and meeting briefs, with sources.

How do you handle confidential information?

Access is part of each engagement’s agreed scope. Each company keeps its own data permissions and owner, and nothing is pooled across portfolio companies.

Do portfolio companies have to take part?

No. An introduction isn’t a commitment to take part. A company that does take part needs its own sponsor, access and agreed scope.

Who owns what you build?

The work is scoped to the company that owns it. Setting ownership is part of how it starts: who owns it, how progress is reviewed, and how further work is approved.

Discuss your firm’s AI priorities.

Tell us about the firm, a company or the portfolio. We’ll suggest a sensible place to start.