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. The output is a document your partners can act on, not a slide deck.

What you get

  • A 90-day AI roadmap document specific to your firm
  • A workflow audit across the full deal lifecycle
  • Priority sequencing aligned to your fund cycle and team capacity
  • Industry research on where AI is compounding at comparable funds
  • Quarterly check-ins for the first year to keep the plan on track

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
  • Bespoke LP one-pagers and pitchbook updates from clean data
  • Investment committee prep packets generated from internal memos
  • Portco-specific KPI scorecards with your firm's thresholds
  • Compliance attestation and regulatory memo generation

What you get

  • A production-ready agent integrated with your Raise instance
  • Full documentation and a runbook your team can operate
  • Maintenance handoff or ongoing support, depending on engagement
  • Source-of-truth data lineage for every output the agent produces
  • Quarterly review of agent performance and 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. No long sales cycles, no scope creep, no surprises.

1. Discovery call.

A 30-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. Plain English. No long sales cycles, no quote-unquote enterprise pricing games.

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.

What we don't do.

Standard implementation, data migration, and ongoing operational support are part of the platform, not a separate service. Every Raise customer gets a dedicated customer success manager and engineers on call as part of their subscription. Services are for the work that goes beyond what the platform does for every fund.

Ready to talk?

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

Schedule a consultation