IC memos, deal notes, reporting: your teams compile instead of analysing.
The fund's most expensive time goes into formatting, not into the investment thesis.
Deal flow, memos, due diligence, LP reporting: your teams spend less time compiling, more time analysing and investing.
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The problem
IC memos, deal notes, reporting: your teams compile instead of analysing.
The fund's most expensive time goes into formatting, not into the investment thesis.
You launch, prove, then give up for lack of a method to scale.
Dozens of hours invested in pilots that never reach the team's daily work.
Shadow AI: without a framework or integration, everyone tinkers on their own.
Some save time, but the fund sees neither ROI nor a collective advantage.
of enterprise GenAI projects never reach production.
of executives rank AI in their top 3 strategic priorities.
Our offer
Your internal operations, your portfolio companies, or both, depending on your priority.
Implement, train and support investment and leadership teams. Rolling out ChatGPT, Claude, Dust, M365, wired into your processes.
✦Frame the fund's AI trajectory and let your teams live the value, week after week.
Understand the business stakes of each industry. Executive audit (stakes, use cases, opportunities), then deployment within your portfolio companies.
✦A shared AI vision at the highest level and ROI maximised across the whole portfolio.
Use cases
From the first touch with a deal to LP reporting, every step of the fund becomes faster, more reliable, more defensible.
Qualifying and prioritising inbound opportunities, comparison with your historical deals.
Accelerated investment memo drafting, data room synthesis, red flags.
Investor reporting and regulatory reports generated from your data.
A bespoke internal tool that centralises deals, portfolio and reporting. Your lasting advantage.
Covenant tracking, growth plans, per-company summary sheets.
Legal, HR, IT, back-office: document-heavy tasks automated.
DORA tracking, traceability and operational resilience, framed with your compliance teams.
Our internal tools map in days what traditional firms take weeks to audit.
A whole portfolio is audited in parallel, with a shared framework to benchmark your companies.
Our stack maps your processes and surfaces use cases. Your teams prioritise the highest-ROI levers with us.
Fast POCs tested on your real deals, your processes and your teams' expertise. We co-build, never in a silo.
Playbooks, internal tools and evaluation systems to grow autonomous. Deployment improves through continuous monitoring.
30 minutes to identify your highest-impact use cases. No commitment.
Book a callReferences
Copilots and autopilots across the investment cycle: IC memos, due diligence, SFDR reporting.
Read the case studyAutomated LP reporting and accelerated deal flow analysis across the whole cycle.
Read the case studyAI agents on commercial data: enrichment, qualification and team productivity.
Read the case studyWhite paper
A complete guide, reserved for private capital professionals. Leave your email and we'll send it over.
An NDA before any exchange. Your data is never used to train models: per-deal isolated environments, enterprise-grade solutions (ChatGPT Enterprise, Claude, Dust, M365) and EU hosting available.
Yes. Our deployments respect the compliance framework applicable to financial players, including DORA: ICT third-party risk management, traceability, operational resilience and processing security. We frame these requirements with your compliance teams from the audit onwards.
Both, with no imposed order: depending on your priority, we start with your internal operations (deal flow, memos, LP reporting), with your portfolio companies (executive audit then deployment), or both in parallel.
We plug into what exists: Microsoft or Google suite, data rooms, deal flow CRM, Excel, reporting tools. No rip-and-replace: agents slot into your current processes.
Case by case, before deployment. Every use case on the roadmap is costed: implementation cost, expected net gains, ROI and payback. You decide on numbers, not promises.
A dedicated squad with a mission lead, an AI builder (agent design and integration) and an AI trainer (adoption and team training). The mix adapts to the scope, with founders staying involved.