Services for funds compounding returns with AI.

For firms that want to compound their edge with AI, not catch up to peers. We partner with you to ship strategic roadmaps, custom agents, and the AI capabilities your team can't build alone.

Schedule a consultation How engagements work

AI strategy advisory.

We help your firm think through where AI fits across sourcing, diligence, monitoring, reporting, and IR. Practical roadmaps grounded in what's actually working at peer firms today, not vendor demos.

What we do

  • We audit your workflows across sourcing, diligence, monitoring, reporting, and IR
  • We interview your partners, principals, and ops team to find where AI compounds
  • We benchmark your firm against peers actively shipping AI today
  • We sequence the 90-day roadmap to your fund cycle and team capacity, then drive execution

Who it's for

  • Funds whose AI pilots have stalled and you don't know why
  • GPs whose partners are pushing for an AI strategy by next IC
  • COOs and CFOs accountable for operational efficiency at the firm
  • Firms preparing for a fundraise where LP scrutiny is high
  • Crossover and multi-strategy funds that need a unified plan

Timeline. Six to eight weeks for the initial roadmap. Ongoing advisory engagements run quarterly thereafter.

Custom agent development.

Need an agent that doesn't exist yet? We build bespoke workflows tailored to your firm's specific processes, data, and reporting requirements. Every agent we ship runs on your Raise instance, with full data lineage and a maintenance handoff your team can actually own.

Examples of what we can build

  • Sector-specific benchmarking against your portfolio
  • LP materials agent tailored to your fund's needs
  • Investment committee prep packets generated from internal memos
  • Portco-specific KPI scorecards with your firm's thresholds
  • Compliance attestation and regulatory memo generation

What we do

  • We build the agent end-to-end on your Raise instance, not an off-the-shelf template
  • We integrate it with your data sources, reporting pipelines, and existing workflows
  • We deploy it into your team's day-to-day, not just a sandbox
  • We tune it against the real outputs your IC and LPs will see
  • We stay on for maintenance, monitoring, and quarterly performance tuning

Timeline. Four to twelve weeks depending on complexity.

How engagements work.

Every engagement starts with a free discovery call. From there, we scope tightly, ship fast, and stay close.

1. Discovery call.

A 45-minute conversation. We learn what you're trying to do and whether services are the right fit. Free, no obligation. If the platform alone covers your needs, we'll tell you.

2. Scoped proposal.

Within a week, you get a fixed-scope proposal: deliverables, timeline, fee.

3. Embedded engagement.

We work alongside your team. Weekly check-ins, shared workspaces, and rapid prototyping. You see real progress every week, not at the end of the engagement.

4. Handoff or partnership.

We deliver the work, document everything your team needs to operate it, and either hand off cleanly or stay engaged for ongoing support. Your call.

Ready to talk?

Schedule a consultation and we'll walk through where AI can compound returns across your firm.

Schedule a consultation